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Iron Mountain

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
376
Beacon Financial Advisory
Ohio
$791K +$794 +15 +0.1%
CIAS
377
Capital Investment Advisory Services
North Carolina
$789K -$36K -680 -4%
Wolverine Trading
378
Wolverine Trading
Illinois
$787K +$436K +8,426 +124%
AIP
379
Ahrens Investment Partners
Louisiana
$782K -$131K -2,470 -14%
DEA
380
DoubleLine ETF Adviser
Florida
$775K +$91.7K +1,733 +13%
SPC
381
Sigma Planning Corp
Michigan
$764K +$2.8K +53 +0.4%
TPW
382
Transatlantique Private Wealth
New York
$760K -$635 -12 -0.1%
CAM
383
Columbia Asset Management
Michigan
$754K -$68.4K -1,293 -8%
CWM
384
C2C Wealth Management
Arizona
$742K +$742K +13,690 New
VPIM
385
Vanguard Personalized Indexing Management
California
$727K -$515K -9,734 -41%
WFS
386
Widmann Financial Services
Maryland
$723K -$10.6K -200 -1%
API
387
Advisor Partners II
California
$720K -$26.7K -505 -4%
PFO
388
Pathstone Family Office
New Jersey
$712K -$1.68M -31,471 -70%
NMERB
389
New Mexico Educational Retirement Board
New Mexico
$711K -$21.2K -400 -3%
CIM
390
Contravisory Investment Management
Massachusetts
$710K +$12.7K +240 +2%
CIM
391
Centersquare Investment Management
Pennsylvania
$706K +$706K +13,337 New
BCA
392
Bay Colony Advisors
Massachusetts
$692K -$15.6K -302 -2%
PCM
393
Princeton Capital Management
New Jersey
$692K
CAG
394
Csenge Advisory Group
Florida
$691K -$15.9K -301 -2%
NW
395
NewEdge Wealth
Pennsylvania
$687K +$403K +7,622 +142%
FFN
396
Focus Financial Network
Minnesota
$686K +$26.6K +497 +4%
MGP
397
Metis Global Partners
California
$679K +$156K +2,955 +30%
PMA
398
Prudent Man Advisors
Illinois
$676K -$14.4K -272 -2%
RIA
399
Realta Investment Advisors
Delaware
$672K +$103K +1,940 +18%
PRC
400
Pearl River Capital
Michigan
$672K +$110K +2,070 +19%