IRM icon

Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
376
Abbot Financial Management
Massachusetts
$760K +$12.2K +250 +2%
LNWWM
377
Laird Norton Wetherby Wealth Management
California
$757K +$272K +5,578 +56%
OC
378
Oppenheimer & Co
New York
$755K -$359K -7,371 -32%
Creative Planning
379
Creative Planning
Kansas
$754K +$79.5K +1,633 +12%
JC
380
JB Capital
Connecticut
$748K +$24.2K +498 +3%
BCV
381
Banque Cantonale Vaudoise
Switzerland
$747K +$253K +5,200 +51%
AI
382
AdvisorShares Investments
Maryland
$741K +$741K +15,210 New
QC
383
Quadrature Capital
United Kingdom
$728K +$728K +14,942 New
RIG
384
Roosevelt Investment Group
New York
$711K +$7.15K +147 +1%
EFS
385
Essex Financial Services
Connecticut
$706K +$39.9K +819 +6%
PFO
386
Pathstone Family Office
New Jersey
$702K -$133K -2,692 -16%
AP
387
Advisor Partners
California
$697K -$6.72K -138 -1%
BCA
388
Bay Colony Advisors
Massachusetts
$690K -$8.78K -181 -1%
MC
389
Mathes Company
New York
$674K
PCM
390
Princeton Capital Management
New Jersey
$669K
WFS
391
Widmann Financial Services
Maryland
$669K +$4.42K +91 +0.7%
MAM
392
Meeder Asset Management
Ohio
$664K -$12.1K -248 -2%
YIH
393
Y-Intercept (HK)
Hong Kong
$658K +$658K +13,511 New
Rafferty Asset Management
394
Rafferty Asset Management
New York
$657K -$114K -2,340 -15%
SC
395
Scotia Capital
Ontario, Canada
$638K +$294K +6,032 +85%
RFM
396
Royal Fund Management
Florida
$635K +$207K +4,243 +48%
CM
397
Caption Management
Oklahoma
$633K +$633K +13,000 New
Wolverine Trading
398
Wolverine Trading
Illinois
$632K -$255K -5,298 -29%
FAM
399
Formidable Asset Management
Ohio
$631K +$264K +5,418 +72%
KBC Group
400
KBC Group
Belgium
$621K