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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
351
Pathway Financial Advisers
Indiana
$1.35M -$3.36K -48 -0.2%
CIM
352
Centersquare Investment Management
Pennsylvania
$1.35M +$7.98K +114 +0.6%
NW
353
Naviter Wealth
Arkansas
$1.3M +$207K +2,928 +19%
SAM
354
Securian Asset Management
Minnesota
$1.29M -$171K -2,441 -12%
MNBTD
355
Moody National Bank Trust Division
Texas
$1.28M -$857K -12,252 -40%
SIA
356
SeaBridge Investment Advisors
New Jersey
$1.26M
IP
357
Ignite Planners
California
$1.26M -$150K -2,184 -11%
GCA
358
Genesee Capital Advisors
New York
$1.26M +$687K +9,814 +121%
FA
359
Fagan Associates
New York
$1.25M -$9.38K -134 -0.7%
LSERS
360
Louisiana State Employees Retirement System
Louisiana
$1.24M -$28K -400 -2%
LMIM
361
Lockheed Martin Investment Management
Maryland
$1.23M -$339K -5,300 -22%
ICG
362
InterOcean Capital Group
Tennessee
$1.23M -$9.03K -129 -0.7%
Luther King Capital Management (LKCM)
363
Luther King Capital Management (LKCM)
Texas
$1.21M -$122K -1,737 -9%
CAS
364
Coppell Advisory Solutions
Texas
$1.18M -$36.8K -526 -3%
CBOR
365
Community Bank of Raymore
Missouri
$1.17M +$241K +3,450 +26%
Focus Partners Wealth
366
Focus Partners Wealth
Massachusetts
$1.16M +$1.16M +16,633 New
EFS
367
Essex Financial Services
Connecticut
$1.15M +$44.2K +632 +4%
HW
368
Hancock Whitney
Mississippi
$1.15M -$7.28K -104 -0.6%
BFG
369
Bleakley Financial Group
New Jersey
$1.13M +$98.4K +1,406 +9%
SS
370
Simplicity Solutions
Minnesota
$1.13M +$96.5K +1,379 +9%
RA
371
RFG Advisory
Alabama
$1.12M -$50.2K -717 -4%
PAS
372
Park Avenue Securities
New York
$1.12M +$117K +1,677 +12%
PI
373
PGGM Investments
Netherlands
$1.11M +$101K +1,438 +10%
RBFC
374
Roman Butler Fullerton & Co
Missouri
$1.11M -$30.9K -458 -3%
CCA
375
Childress Capital Advisors
Texas
$1.09M -$206K -2,950 -16%