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Iron Mountain

772 hedge funds and large institutions have $12.4B invested in Iron Mountain in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
296
Reduced
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
426
Realta Investment Advisors
Delaware
$554K +$115K +2,083 +26%
VIA
427
Vident Investment Advisory
Georgia
$552K -$2.44M -44,322 -82%
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$552K -$27.8K -502 -5%
AUB
429
Atlantic Union Bankshares
Virginia
$551K
IMRF
430
Illinois Municipal Retirement Fund
Illinois
$545K
CA
431
Capitolis Advisors
New York
$539K
DFG
432
Demars Financial Group
Washington
$537K -$38.3K -691 -7%
B
433
Bailard
California
$532K -$64.7K -1,168 -11%
NA
434
Navellier & Associates
Nevada
$528K +$41.3K +745 +8%
FFA
435
Founders Financial Alliance
North Carolina
$526K -$70.5K -1,272 -12%
AFWM
436
AMJ Financial Wealth Management
Virginia
$525K +$16.1K +291 +3%
HBT
437
Heartland Bank & Trust
Illinois
$521K +$521K +9,394 New
DY
438
Dowling & Yahnke
California
$515K +$55.4K +1,000 +12%
MCM
439
MAI Capital Management
Ohio
$514K +$514K +9,276 New
HA
440
Herold Advisors
New York
$507K +$8.31K +150 +2%
MFG
441
Merit Financial Group
Georgia
$506K +$1.72K +31 +0.3%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K
CA
443
Corrado Advisors
New Jersey
$504K
RFM
444
Royal Fund Management
Florida
$487K +$49.6K +897 +11%
MHS
445
M Holdings Securities
Oregon
$487K +$487K +8,781 New
ECM
446
Estabrook Capital Management
New York
$485K -$54K -975 -10%
AAM
447
Augustine Asset Management
Florida
$483K -$443 -8 -0.1%
KRSITF
448
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$474K +$62.6K +1,129 +15%
PAS
449
Park Avenue Securities
New York
$472K +$80.8K +1,457 +21%
AP
450
Atwood & Palmer
Missouri
$462K