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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 %
CAM
401
Creekmur Asset Management
Illinois
$917K +$917K +13,100 New
PCM
402
Princeton Capital Management
New Jersey
$916K
FIA
403
Foundations Investment Advisors
Arizona
$901K +$216K +3,124 +32%
BPA
404
Beacon Pointe Advisors
California
$897K -$379K -5,420 -30%
CAG
405
Csenge Advisory Group
Florida
$896K +$49.8K +711 +6%
VPIM
406
Vanguard Personalized Indexing Management
California
$887K -$118K -1,682 -12%
MCM
407
MAI Capital Management
Ohio
$886K +$28.4K +406 +3%
CAM
408
Columbia Asset Management
Michigan
$879K -$60.7K -868 -6%
HPC
409
HM Payson & Co
Maine
$858K
FIM
410
Freedom Investment Management
Connecticut
$858K -$57.6K -823 -6%
RWA
411
Redhawk Wealth Advisors
Minnesota
$850K +$141K +2,019 +20%
KA
412
Kintegral Advisory
New York
$850K -$5.44K -77 -0.6%
SC
413
Savant Capital
Illinois
$839K -$24.5K -350 -3%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$836K -$252K -3,600 -23%
Assenagon Asset Management
415
Assenagon Asset Management
Luxembourg
$813K
FIC
416
FCG Investment Company
Tennessee
$812K +$812K +11,609 New
MWPCG
417
Measured Wealth Private Client Group
New Hampshire
$812K
GAA
418
Guardian Asset Advisors
Pennsylvania
$809K +$809K +11,555 New
WCM
419
WealthBridge Capital Management
Ohio
$807K +$9.24K +132 +1%
OC
420
Oppenheimer & Co
New York
$806K +$294K +4,208 +58%
PAM
421
Pegasus Asset Management
New York
$804K
OCPWS
422
One Charles Private Wealth Services
Massachusetts
$803K +$53.5K +764 +7%
RPCONE
423
Retirement Planning Company of New England
Rhode Island
$802K +$7.91K +113 +1%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$800K +$256K +3,662 +47%
JIP
425
Jaffetilchin Investment Partners
Florida
$791K -$63.2K -903 -7%