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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
351
Luther King Capital Management (LKCM)
Texas
$1.13M -$29.8K -502 -3%
BFEC
352
Benjamin F. Edwards & Company
Missouri
$1.12M +$48.1K +810 +4%
CCA
353
Childress Capital Advisors
Texas
$1.1M +$39.7K +668 +4%
AACA
354
American Assets Capital Advisers
California
$1.09M
BPA
355
Beacon Pointe Advisors
California
$1.08M +$1.08M +18,237 New
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$1.08M +$5.95K +100 +0.6%
SIA
357
SeaBridge Investment Advisors
New Jersey
$1.07M -$11.1K -187 -1%
FA
358
Fagan Associates
New York
$1.07M -$41.3K -694 -4%
MC
359
Machina Capital
France
$1.06M +$788K +13,250 +288%
ICG
360
InterOcean Capital Group
Tennessee
$1.05M +$2.2K +37 +0.2%
Verition Fund Management
361
Verition Fund Management
Connecticut
$1.03M +$807K +13,577 +363%
AAP
362
Arax Advisory Partners
Colorado
$1.02M +$896K +15,075 +744%
RBFC
363
Roman Butler Fullerton & Co
Missouri
$1.02M -$22.5K -373 -2%
CG
364
Colony Group
Massachusetts
$1.01M +$25.3K +425 +3%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$1M -$10.9M -183,613 -92%
BFM
366
Boothbay Fund Management
New York
$1M +$251K +4,230 +34%
RA
367
RFG Advisory
Alabama
$998K -$227K -3,813 -19%
HW
368
Hancock Whitney
Mississippi
$980K +$3.86K +65 +0.4%
RC
369
Reik & Co
New York
$974K -$334K -5,610 -26%
CWM
370
CIBC World Markets
New York
$958K -$1.07M -18,070 -53%
API
371
Advisor Partners II
California
$956K +$97.4K +1,638 +11%
EFS
372
Essex Financial Services
Connecticut
$943K -$35.6K -599 -4%
RFM
373
Royal Fund Management
Florida
$935K -$80.3K -1,350 -8%
NW
374
Naviter Wealth
Arkansas
$927K +$79.9K +1,329 +9%
EOJOAM
375
E. Ohman J:or Asset Management
Sweden
$925K