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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 %
RIA
401
Realta Investment Advisors
Delaware
$780K +$17.6K +310 +2%
PCM
402
Princeton Capital Management
New Jersey
$778K
FIM
403
Freedom Investment Management
Connecticut
$778K -$114K -1,919 -13%
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$761K +$761K +12,805 New
CWM
405
C2C Wealth Management
Arizona
$756K -$6.82K -117 -0.9%
Wolverine Trading
406
Wolverine Trading
Illinois
$752K -$631K -10,619 -46%
PMA
407
Prudent Man Advisors
Illinois
$746K
SC
408
Savant Capital
Illinois
$734K -$1.72K -29 -0.2%
SSWM
409
Strait & Sound Wealth Management
California
$733K -$1.96K -33 -0.3%
HPC
410
HM Payson & Co
Maine
$729K -$178 -3 -0%
MCM
411
MAI Capital Management
Ohio
$729K +$147K +2,466 +25%
KA
412
Kintegral Advisory
New York
$728K -$421 -7 -0.1%
JIP
413
Jaffetilchin Investment Partners
Florida
$726K +$726K +12,213 New
HG
414
Herbst Group
Connecticut
$725K -$589K -9,900 -45%
CAG
415
Csenge Advisory Group
Florida
$719K -$121K -2,043 -14%
FM
416
Foster & Motley
Ohio
$710K -$1.07M -17,975 -60%
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
$691K +$7.91K +133 +1%
MWPCG
418
Measured Wealth Private Client Group
New Hampshire
$690K -$15.9K -267 -2%
AIFAIM
419
American Institute for Advanced Investment Management
Arizona
$685K -$41.6K -656 -6%
IWC
420
Integrated Wealth Concepts
Massachusetts
$685K -$1.78K -30 -0.3%
PAM
421
Pegasus Asset Management
New York
$683K
WCM
422
WealthBridge Capital Management
Ohio
$678K +$31.3K +527 +5%
RPCONE
423
Retirement Planning Company of New England
Rhode Island
$674K -$14.4K -242 -2%
AFM
424
Abbot Financial Management
Massachusetts
$669K
WHG
425
Westwood Holdings Group
Texas
$666K