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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 %
AFM
401
Abbot Financial Management
Massachusetts
$659K -$84.7K -1,600 -11%
NW
402
Naviter Wealth
Arkansas
$653K +$204K +3,825 +46%
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$652K +$22.7K +429 +4%
CC
404
Cipher Capital
New York
$652K -$1.13M -21,286 -63%
HPC
405
HM Payson & Co
Maine
$649K
KA
406
Kintegral Advisory
New York
$648K -$34.8K -651 -5%
MCM
407
Monument Capital Management
Virginia
$643K -$654K -12,352 -50%
ECM
408
ExodusPoint Capital Management
New York
$636K +$636K +12,025 New
AIC
409
Archer Investment Corporation
Indiana
$634K
PAS
410
Park Avenue Securities
New York
$631K +$49.3K +931 +8%
RPCONE
411
Retirement Planning Company of New England
Rhode Island
$626K +$3.97K +75 +0.6%
Cerity Partners
412
Cerity Partners
New York
$617K +$92.3K +1,742 +18%
DCM
413
Delta Capital Management
New Jersey
$609K
WSC
414
Wellington Shields & Co
New York
$608K
CFGS
415
Concourse Financial Group Securities
Alabama
$607K +$67.9K +1,269 +13%
Assenagon Asset Management
416
Assenagon Asset Management
Luxembourg
$606K -$11.2K -211 -2%
ACM
417
Adelante Capital Management
California
$603K +$603K +11,405 New
TFA
418
Teamwork Financial Advisors
Texas
$598K -$72.2K -1,364 -11%
SIA
419
Strategic Investment Advisors
Michigan
$597K -$3.92K -74 -0.7%
OWA
420
Outlook Wealth Advisors
Texas
$592K +$3.55K +67 +0.6%
MLL
421
Moody Lynn & Lieberson
Massachusetts
$591K +$6.14K +116 +1%
HI
422
Harbour Investments
Wisconsin
$591K -$19.2K -362 -3%
PAM
423
Pegasus Asset Management
New York
$585K
HAIM
424
Hunter Associates Investment Management
Pennsylvania
$578K
WCM
425
WealthBridge Capital Management
Ohio
$577K -$8.04K -152 -1%