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Iron Mountain

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
APW
426
Atlantic Private Wealth
North Carolina
$574K
Fayez Sarofim & Co
427
Fayez Sarofim & Co
Texas
$571K -$62.4K -1,179 -10%
DWM
428
Drive Wealth Management
Utah
$571K +$571K +10,657 New
APG Asset Management
429
APG Asset Management
Netherlands
$555K -$826K -16,970 -60%
MS
430
Madden Securities
Texas
$554K -$1.88M -35,459 -77%
KRSITF
431
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$547K -$3.86K -73 -0.7%
BMSSC
432
B. Metzler seel. Sohn & Co
Germany
$542K
CRI
433
Colonial River Investments
Virginia
$534K +$13K +245 +2%
BIA
434
Beacon Investment Advisors
Maryland
$533K +$3.07K +58 +0.6%
PT
435
Plimoth Trust
Massachusetts
$533K
SBH
436
Segall Bryant & Hamill
Illinois
$531K -$8.83K -167 -2%
MA
437
Montag & Associates
Georgia
$530K
OCPWS
438
One Charles Private Wealth Services
Massachusetts
$529K +$107K +2,019 +25%
FFA
439
Founders Financial Alliance
North Carolina
$529K -$30.9K -585 -6%
CBOR
440
Community Bank of Raymore
Missouri
$524K +$80.4K +1,520 +18%
AIA
441
Armor Investment Advisors
North Carolina
$519K +$13K +246 +3%
AIFAIM
442
American Institute for Advanced Investment Management
Arizona
$519K -$36.5K -750 -7%
AUB
443
Atlantic Union Bankshares
Virginia
$518K
MFG
444
Merit Financial Group
Georgia
$517K +$6.72K +127 +1%
B
445
Bailard
California
$514K -$74.3K -1,405 -13%
SSA
446
Schonfeld Strategic Advisors
New York
$511K -$3.52M -66,493 -87%
TRCT
447
Tower Research Capital (TRC)
New York
$510K -$63.5K -1,201 -11%
CPWMP
448
Cardinal Point Wealth Management Partners
California
$509K +$91K +1,700 +22%
CPCM
449
Cardinal Point Capital Management
Ontario, Canada
$509K +$91K +1,700 +22%
HBT
450
Heartland Bank & Trust
Illinois
$494K +$26.9K +509 +6%