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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 %
MGP
401
Metis Global Partners
California
$733K +$4.43K +78 +0.6%
BFM
402
Boothbay Fund Management
New York
$716K +$716K +12,598 New
PI
403
PGGM Investments
Netherlands
$713K -$194K -3,416 -21%
PMA
404
Prudent Man Advisors
Illinois
$713K -$12.9K -227 -2%
PAS
405
Park Avenue Securities
New York
$713K +$35.1K +617 +5%
SC
406
Savant Capital
Illinois
$703K +$703K +12,370 New
SSWM
407
Strait & Sound Wealth Management
California
$703K -$284K -4,997 -29%
OAM
408
Oppenheimer Asset Management
New York
$703K +$232K +4,091 +49%
HPC
409
HM Payson & Co
Maine
$697K
KA
410
Kintegral Advisory
New York
$696K
CBOR
411
Community Bank of Raymore
Missouri
$689K +$126K +2,220 +22%
BCA
412
Bay Colony Advisors
Massachusetts
$680K -$79.8K -1,405 -11%
MWPCG
413
Measured Wealth Private Client Group
New Hampshire
$675K -$215K -3,789 -24%
MCM
414
Monument Capital Management
Virginia
$671K -$20.1K -353 -3%
TI
415
Tidal Investments
Wisconsin
$670K -$395K -6,948 -37%
RPCONE
416
Retirement Planning Company of New England
Rhode Island
$658K -$13.9K -244 -2%
IWC
417
Integrated Wealth Concepts
Massachusetts
$657K +$157K +2,762 +31%
PAM
418
Pegasus Asset Management
New York
$653K +$24.7K +435 +4%
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$652K +$1.25K +22 +0.2%
AIFAIM
420
American Institute for Advanced Investment Management
Arizona
$651K +$45.5K +800 +8%
Cerity Partners
421
Cerity Partners
New York
$650K -$10.9K -191 -2%
HI
422
Harbour Investments
Wisconsin
$644K +$8.86K +156 +1%
Walleye Trading
423
Walleye Trading
New York
$641K -$786K -13,839 -55%
PT
424
Plimoth Trust
Massachusetts
$641K +$68.2K +1,200 +12%
AFM
425
Abbot Financial Management
Massachusetts
$639K -$68.2K -1,200 -10%