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Iron Mountain

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
376
Beacon Financial Advisory
Ohio
$853K +$4.21K +74 +0.5%
FIM
377
Freedom Investment Management
Connecticut
$852K -$105K -1,840 -11%
SS
378
Simplicity Solutions
Minnesota
$847K -$408K -7,172 -32%
BFG
379
Bleakley Financial Group
New Jersey
$847K -$73.5K -1,293 -8%
LFAS
380
Level Four Advisory Services
Texas
$838K -$153K -2,686 -15%
DCM
381
Dupont Capital Management
Delaware
$836K -$65.3K -1,149 -7%
API
382
Advisor Partners II
California
$820K +$46.9K +825 +6%
VPIM
383
Vanguard Personalized Indexing Management
California
$814K +$33.6K +592 +4%
NW
384
Naviter Wealth
Arkansas
$809K +$107K +1,860 +15%
Schroder Investment Management Group
385
Schroder Investment Management Group
United Kingdom
$806K -$158K -2,787 -16%
CAG
386
Csenge Advisory Group
Florida
$803K +$61.4K +1,080 +8%
NMERB
387
New Mexico Educational Retirement Board
New Mexico
$803K +$39.8K +700 +5%
PP
388
Paloma Partners
Connecticut
$803K +$803K +14,131 New
CWM
389
C2C Wealth Management
Arizona
$802K -$36.8K -600 -4%
EWA
390
EP Wealth Advisors
California
$800K +$773K +29,935 +2,827%
WFS
391
Widmann Financial Services
Maryland
$789K +$13.1K +230 +2%
CAM
392
Columbia Asset Management
Michigan
$777K -$33.7K -593 -4%
EGM
393
Engineers Gate Manager
New York
$775K +$775K +13,633 New
PFO
394
Pathstone Family Office
New Jersey
$773K +$9.06K +158 +1%
CIM
395
Contravisory Investment Management
Massachusetts
$770K +$8.01K +141 +1%
MLL
396
Moody Lynn & Lieberson
Massachusetts
$763K +$128K +2,259 +20%
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$763K +$62.4K +1,099 +9%
RIA
398
Realta Investment Advisors
Delaware
$762K +$40.2K +707 +6%
PCM
399
Princeton Capital Management
New Jersey
$743K
FFN
400
Focus Financial Network
Minnesota
$742K +$6.78K +118 +0.9%