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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
376
Royal Fund Management
Florida
$1.09M -$11.3K -161 -1%
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$1.08M +$51.2K +732 +5%
Walleye Trading
378
Walleye Trading
New York
$1.07M +$283K +4,046 +36%
BFA
379
Beacon Financial Advisory
Ohio
$1.06M +$1.82K +26 +0.2%
AAP
380
Arax Advisory Partners
Colorado
$1.06M -$133K -1,905 -11%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$1.06M
TSWM
382
Tyler-Stone Wealth Management
Ohio
$1.06M +$3.5K +50 +0.3%
Envestnet Portfolio Solutions
383
Envestnet Portfolio Solutions
Illinois
$1.06M +$160K +2,286 +18%
MGP
384
Metis Global Partners
California
$1.06M -$14.4K -206 -1%
I
385
INVST
Indiana
$1.04M -$7.38K -107 -0.7%
CTA
386
Chesley Taft & Associates
Illinois
$1.01M +$42K +600 +4%
LFAS
387
Level Four Advisory Services
Texas
$1.01M +$79.4K +1,135 +8%
TPCW
388
TD Private Client Wealth
New York
$1.01M -$3.19M -45,547 -76%
RC
389
Reik & Co
New York
$999K -$147K -2,100 -13%
UFF
390
USA Financial Formulas
Michigan
$993K +$993K +14,191 New
ACM
391
Adelante Capital Management
California
$983K +$513K +7,336 +109%
ISL
392
Ingalls & Snyder LLC
New York
$974K -$363K -5,190 -27%
EWA
393
EP Wealth Advisors
California
$971K -$109K -1,556 -10%
MC
394
Maverick Capital
Texas
$960K +$960K +13,712 New
WFS
395
Widmann Financial Services
Maryland
$959K -$12.6K -180 -1%
Schroder Investment Management Group
396
Schroder Investment Management Group
United Kingdom
$954K -$38.7K -553 -4%
HG
397
Herbst Group
Connecticut
$952K +$98K +1,400 +11%
CIM
398
Contravisory Investment Management
Massachusetts
$948K -$3.64K -52 -0.4%
SF
399
Symphony Financial
Texas
$943K +$943K +14,011 New
MLL
400
Moody Lynn & Lieberson
Massachusetts
$941K +$3.15K +45 +0.3%