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Iron Mountain

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ERIM
351
Eagle Ridge Investment Management
Connecticut
$1.77M
MNBTD
352
Moody National Bank Trust Division
Texas
$1.73M +$56.1K +626 +3%
NW
353
Naviter Wealth
Arkansas
$1.72M +$60.7K +673 +4%
SFI
354
Susquehanna Fundamental Investments
Pennsylvania
$1.71M -$3.67M -40,955 -68%
VPIM
355
Vanguard Personalized Indexing Management
California
$1.7M +$214K +2,393 +14%
TIA
356
Trust Investment Advisors
Indiana
$1.69M -$41.6K -464 -2%
DF
357
Donoghue Forlines
Massachusetts
$1.69M -$114K -1,272 -6%
HIMCH
358
Hartford Investment Management Co (HIMCO)
Connecticut
$1.69M -$7.8K -87 -0.5%
HWP
359
Highline Wealth Partners
California
$1.66M -$22K -246 -1%
DILIC
360
Dai-ichi Life Insurance Company
Japan
$1.64M +$1.64M +18,314 New
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$1.64M +$264K +2,944 +19%
FA
362
Fagan Associates
New York
$1.63M +$60K +670 +4%
AWM
363
AE Wealth Management
Kansas
$1.61M +$592K +6,611 +58%
GWMR
364
GC Wealth Management RIA
Massachusetts
$1.59M +$355K +3,958 +29%
O
365
Ossiam
France
$1.59M -$90.7K -1,012 -5%
Luther King Capital Management (LKCM)
366
Luther King Capital Management (LKCM)
Texas
$1.57M +$50.8K +567 +3%
IC
367
IEQ Capital
California
$1.56M +$327K +3,652 +26%
ZIM
368
Zacks Investment Management
Illinois
$1.56M +$176K +1,962 +13%
Axa
369
Axa
France
$1.54M -$6.44M -71,882 -81%
SAM
370
Securian Asset Management
Minnesota
$1.5M -$36.6K -408 -2%
SF
371
Symphony Financial
Texas
$1.49M +$1.26M +13,875 +541%
CA
372
Claro Advisors
Massachusetts
$1.49M -$126K -1,405 -8%
LSERS
373
Louisiana State Employees Retirement System
Louisiana
$1.49M -$35.8K -400 -2%
ITC
374
Inspire Trust Company
Nevada
$1.48M +$498K +5,559 +51%
GCA
375
Genesee Capital Advisors
New York
$1.46M -$170K -1,897 -10%