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Iron Mountain

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
426
Vestmark Advisory Solutions
Massachusetts
$638K +$222K +3,914 +53%
WHG
427
Westwood Holdings Group
Texas
$636K -$3.69M -65,000 -85%
Squarepoint
428
Squarepoint
New York
$635K -$512K -9,013 -45%
GAG
429
GM Advisory Group
New York
$630K +$286K +5,038 +83%
HAIM
430
Hunter Associates Investment Management
Pennsylvania
$618K
WCM
431
WealthBridge Capital Management
Ohio
$618K -$2.27K -40 -0.4%
GCP
432
GSA Capital Partners
United Kingdom
$616K +$616K +10,838 New
CFGS
433
Concourse Financial Group Securities
Alabama
$610K -$42.1K -733 -6%
OCPWS
434
One Charles Private Wealth Services
Massachusetts
$609K +$40.2K +708 +7%
OWA
435
Outlook Wealth Advisors
Texas
$602K -$33.6K -592 -5%
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$595K +$7.1K +125 +1%
APG Asset Management
437
APG Asset Management
Netherlands
$594K
Parallax Volatility Advisers
438
Parallax Volatility Advisers
California
$587K +$587K +10,336 New
Fayez Sarofim & Co
439
Fayez Sarofim & Co
Texas
$584K -$29.1K -512 -5%
FFA
440
Founders Financial Alliance
North Carolina
$583K +$13.2K +232 +2%
BMSSC
441
B. Metzler seel. Sohn & Co
Germany
$582K
MA
442
Montag & Associates
Georgia
$568K
AIC
443
Archer Investment Corporation
Indiana
$568K -$114K -2,000 -17%
AIA
444
Armor Investment Advisors
North Carolina
$568K +$10.6K +186 +2%
SPIA
445
Steward Partners Investment Advisory
New York
$567K +$40K +704 +8%
TFA
446
Teamwork Financial Advisors
Texas
$566K -$76.9K -1,353 -12%
MC
447
Mathes Company
New York
$565K +$565K +9,950 New
BPWM
448
Badgley Phelps Wealth Managers
Washington
$558K +$558K +9,825 New
MCM
449
MAI Capital Management
Ohio
$557K -$336K -5,916 -38%
AUB
450
Atlantic Union Bankshares
Virginia
$556K