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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
376
EP Wealth Advisors
California
$917K -$925K -15,564 -50%
CIAS
377
Capital Investment Advisory Services
North Carolina
$914K +$2.26K +38 +0.2%
MGP
378
Metis Global Partners
California
$909K +$142K +2,384 +18%
BFA
379
Beacon Financial Advisory
Ohio
$903K +$9.87K +166 +1%
I
380
INVST
Indiana
$900K -$158K -2,651 -15%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$900K +$59.4K +1,000 +7%
TSWM
382
Tyler-Stone Wealth Management
Ohio
$896K -$128K -2,150 -12%
NW
383
NewEdge Wealth
Pennsylvania
$893K -$139K -2,341 -13%
SS
384
Simplicity Solutions
Minnesota
$880K -$6.12K -103 -0.7%
BFG
385
Bleakley Financial Group
New Jersey
$880K -$6.12K -103 -0.7%
CSPIA
386
Cary Street Partners Investment Advisory
Virginia
$875K +$76.6K +1,289 +10%
CAS
387
Coppell Advisory Solutions
Texas
$868K +$77K +1,544 +10%
PI
388
PGGM Investments
Netherlands
$859K +$113K +1,900 +15%
VPIM
389
Vanguard Personalized Indexing Management
California
$853K +$1.61K +27 +0.2%
PAS
390
Park Avenue Securities
New York
$849K +$103K +1,734 +14%
Schroder Investment Management Group
391
Schroder Investment Management Group
United Kingdom
$843K
SPIA
392
Steward Partners Investment Advisory
New York
$843K +$250K +4,203 +42%
CTA
393
Chesley Taft & Associates
Illinois
$826K +$826K +13,900 New
WFS
394
Widmann Financial Services
Maryland
$826K
CIM
395
Contravisory Investment Management
Massachusetts
$808K +$2.02K +34 +0.3%
CAM
396
Columbia Asset Management
Michigan
$799K -$13.9K -234 -2%
MLL
397
Moody Lynn & Lieberson
Massachusetts
$797K -$1.78K -30 -0.2%
LFAS
398
Level Four Advisory Services
Texas
$794K -$82.9K -1,395 -9%
FFN
399
Focus Financial Network
Minnesota
$786K +$9.44K +157 +1%
CBOR
400
Community Bank of Raymore
Missouri
$785K +$63.6K +1,070 +9%