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Iron Mountain

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
426
Strategic Investment Advisors
Michigan
$566K -$27.3K -548 -5%
OWA
427
Outlook Wealth Advisors
Texas
$555K -$10.9K -218 -2%
B
428
Bailard
California
$554K
WCM
429
WealthBridge Capital Management
Ohio
$552K +$175K +3,508 +46%
PAM
430
Pegasus Asset Management
New York
$551K
MLL
431
Moody Lynn & Lieberson
Massachusetts
$551K -$10.6K -212 -2%
PAS
432
Park Avenue Securities
New York
$548K +$56.4K +1,132 +11%
HAIM
433
Hunter Associates Investment Management
Pennsylvania
$542K
APW
434
Atlantic Private Wealth
North Carolina
$541K
TRCT
435
Tower Research Capital (TRC)
New York
$540K -$168K -3,367 -24%
RIA
436
Realta Investment Advisors
Delaware
$537K +$18.8K +378 +4%
PAM
437
Panagora Asset Management
Massachusetts
$531K -$236K -4,737 -31%
PRC
438
Pearl River Capital
Michigan
$530K +$9.47K +190 +2%
FFA
439
Founders Financial Alliance
North Carolina
$529K +$44.5K +892 +9%
USAA
440
United Services Automobile Association
Texas
$528K
TPWA
441
TRUE Private Wealth Advisors
Oregon
$527K +$150 +3 +0%
KRSITF
442
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$519K
BMSSC
443
B. Metzler seel. Sohn & Co
Germany
$510K +$229K +4,589 +81%
SSG
444
Summit Securities Group
New York
$510K +$101K +2,021 +25%
CFGS
445
Concourse Financial Group Securities
Alabama
$509K -$45.9K -910 -8%
SBH
446
Segall Bryant & Hamill
Illinois
$508K -$12K -241 -2%
PT
447
Plimoth Trust
Massachusetts
$502K
BIA
448
Beacon Investment Advisors
Maryland
$500K +$500K +10,020 New
MA
449
Montag & Associates
Georgia
$499K
Lazard Asset Management
450
Lazard Asset Management
New York
$498K +$4.13K +83 +0.8%