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Iron Mountain

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
351
SpiderRock Advisors
Delaware
$1.71M +$1.71M +21,495 New
MCA
352
MSH Capital Advisors
Arizona
$1.69M -$1.19M -14,892 -41%
MLICM
353
Metropolitan Life Insurance Company (MetLife)
New York
$1.67M -$2.57K -32 -0.2%
SPIA
354
Steward Partners Investment Advisory
New York
$1.65M +$78.1K +974 +5%
IMRF
355
Illinois Municipal Retirement Fund
Illinois
$1.64M
MSRPS
356
Maryland State Retirement & Pension System
Maryland
$1.64M
DF
357
Donoghue Forlines
Massachusetts
$1.61M -$55.3K -689 -3%
PAS
358
Park Avenue Securities
New York
$1.59M +$312K +3,895 +24%
FFWM
359
Future Financial Wealth Management
Ohio
$1.59M -$14.1K -176 -0.9%
ERIM
360
Eagle Ridge Investment Management
Connecticut
$1.58M
TIA
361
Trust Investment Advisors
Indiana
$1.55M -$13.3K -166 -0.8%
HIMCH
362
Hartford Investment Management Co (HIMCO)
Connecticut
$1.52M -$58K -723 -4%
HWP
363
Highline Wealth Partners
California
$1.51M -$119K -1,481 -7%
O
364
Ossiam
France
$1.5M -$1.2M -14,926 -44%
MNBTD
365
Moody National Bank Trust Division
Texas
$1.5M +$32.9K +410 +2%
NW
366
Naviter Wealth
Arkansas
$1.49M +$5.34K +66 +0.4%
TI
367
Tidal Investments
Wisconsin
$1.48M +$1.09M +13,621 +284%
ICG
368
InterOcean Capital Group
Tennessee
$1.47M +$66.9K +834 +5%
IG
369
ING Group
Netherlands
$1.46M +$1.05M +13,137 +259%
GCA
370
Genesee Capital Advisors
New York
$1.46M +$18.7K +233 +1%
ZCM
371
Ziegler Capital Management
Illinois
$1.45M -$1.07M -13,302 -42%
CA
372
Claro Advisors
Massachusetts
$1.45M +$1.45M +18,019 New
CBOR
373
Community Bank of Raymore
Missouri
$1.42M +$81.4K +1,015 +6%
HAG
374
HighPoint Advisor Group
Illinois
$1.41M -$21K -268 -1%
ACM
375
Adelante Capital Management
California
$1.41M +$281K +3,508 +25%