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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 %
BCA
426
Bay Colony Advisors
Massachusetts
$790K +$39.7K +568 +5%
AFM
427
Abbot Financial Management
Massachusetts
$787K
PS
428
Principal Securities
Iowa
$784K +$784K +11,208 New
WHG
429
Westwood Holdings Group
Texas
$784K
DT
430
Diversified Trust
Tennessee
$784K +$784K +11,203 New
CIAS
431
Capital Investment Advisory Services
North Carolina
$783K -$292K -4,179 -27%
HI
432
Harbour Investments
Wisconsin
$783K +$15.7K +225 +2%
PT
433
Plimoth Trust
Massachusetts
$770K
APG Asset Management
434
APG Asset Management
Netherlands
$769K +$117K +1,839 +18%
VCP
435
Verus Capital Partners
Arizona
$765K +$2.38K +34 +0.3%
AIFAIM
436
American Institute for Advanced Investment Management
Arizona
$760K +$3.92K +56 +0.5%
SSWM
437
Strait & Sound Wealth Management
California
$757K -$49.2K -753 -6%
GIS
438
Grayhawk Investment Strategies
Alberta, Canada
$749K +$749K +10,706 New
HAIM
439
Hunter Associates Investment Management
Pennsylvania
$748K
WSC
440
Wellington Shields & Co
New York
$745K -$27.3K -390 -4%
Cerity Partners
441
Cerity Partners
New York
$737K +$737K +10,523 New
CGA
442
Crescent Grove Advisors
Illinois
$737K +$737K +10,535 New
MA
443
Montag & Associates
Georgia
$734K +$58.3K +825 +9%
BAMF
444
BI Asset Management Fondsmaeglerselskab
Denmark
$731K +$87.4K +1,250 +14%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K -$11.7K -167 -2%
IWC
446
Integrated Wealth Concepts
Massachusetts
$720K -$86.3K -1,233 -11%
BPWM
447
Badgley Phelps Wealth Managers
Washington
$719K -$66.5K -942 -8%
SFA
448
Sequoia Financial Advisors
Ohio
$717K +$717K +10,241 New
HCM
449
Hodges Capital Management
Texas
$711K -$69.8K -998 -9%
MCM
450
Monument Capital Management
Virginia
$708K -$30.8K -440 -4%