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Iron Mountain

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
376
Fagan Associates
New York
$1.4M -$27.7K -345 -2%
SAM
377
Securian Asset Management
Minnesota
$1.38M -$103K -1,287 -7%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$1.36M -$56.1K -700 -4%
LNC
379
Lincoln National Corp
Pennsylvania
$1.36M -$243K -3,030 -15%
Luther King Capital Management (LKCM)
380
Luther King Capital Management (LKCM)
Texas
$1.36M -$25.3K -316 -2%
VPIM
381
Vanguard Personalized Indexing Management
California
$1.33M +$316K +3,936 +31%
BFG
382
Bleakley Financial Group
New Jersey
$1.33M +$28.3K +353 +2%
SW
383
Simplicity Wealth
New Jersey
$1.33M +$1.33M +16,521 New
BPA
384
Beacon Pointe Advisors
California
$1.29M +$264K +3,291 +26%
CASC
385
Coppell Advisory Solutions Corp
Texas
$1.28M +$1.28M +15,950 New
PFA
386
Pathway Financial Advisers
Indiana
$1.25M -$301K -3,754 -19%
MGP
387
Metis Global Partners
California
$1.25M +$39.1K +488 +3%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$1.25M +$7.06K +88 +0.6%
ZIM
389
Zacks Investment Management
Illinois
$1.24M +$1.24M +15,445 New
RFM
390
Royal Fund Management
Florida
$1.24M -$12K -150 -1%
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$1.23M +$313K +3,906 +34%
UM
392
UniSuper Management
Australia
$1.21M -$11.4M -141,948 -90%
XT
393
XTX Topco
Cayman Islands
$1.2M +$1.2M +14,943 New
SW
394
SVB Wealth
Massachusetts
$1.2M -$637K -7,946 -35%
RA
395
RFG Advisory
Alabama
$1.2M -$91.5K -1,141 -7%
NMERB
396
New Mexico Educational Retirement Board
New Mexico
$1.18M -$32.1K -400 -3%
CTA
397
Chesley Taft & Associates
Illinois
$1.18M +$12K +150 +1%
BFA
398
Beacon Financial Advisory
Ohio
$1.17M -$47.3K -590 -4%
KPWS
399
Kestra Private Wealth Services
Texas
$1.15M +$1.15M +14,181 New
RBFC
400
Roman Butler Fullerton & Co
Missouri
$1.13M -$111K -1,462 -9%