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Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
451
Merit Financial Group
Georgia
$468K +$23.4K +481 +5%
WS
452
Wedbush Securities
California
$463K -$66.4K -1,365 -13%
HBT
453
Heartland Bank & Trust
Illinois
$461K +$4.18K +86 +0.9%
DY
454
Dowling & Yahnke
California
$453K
MAM
455
Morse Asset Management
Connecticut
$446K +$154K +3,150 +53%
HA
456
Herold Advisors
New York
$445K
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444K
RWA
458
Redhawk Wealth Advisors
Minnesota
$443K -$85.9K -1,765 -16%
ACA
459
Atlas Capital Advisors
Wyoming
$443K +$48.4K +995 +12%
S
460
Seeyond
France
$436K +$30.5K +627 +8%
SS
461
Simplicity Solutions
Minnesota
$432K +$127K +2,604 +41%
ECM
462
Estabrook Capital Management
New York
$424K -$2.09K -43 -0.5%
VCP
463
Verus Capital Partners
Arizona
$421K -$762K -6,806 -64%
TAIM
464
TD Ameritrade Investment Management
Nebraska
$419K -$125K -2,575 -23%
CAG
465
Csenge Advisory Group
Florida
$416K +$77.2K +1,585 +23%
APC
466
Aspire Private Capital
North Carolina
$414K +$20.2K +416 +5%
MLL
467
Moody Lynn & Lieberson
Massachusetts
$413K -$944K -19,394 -70%
PCM
468
Penserra Capital Management
California
$411K -$298K -6,142 -42%
HHRDM
469
H&H Retirement Design & Management
Nevada
$406K +$4.78K +98 +1%
SPIA
470
Steward Partners Investment Advisory
New York
$406K +$47.4K +974 +13%
AP
471
Atwood & Palmer
Missouri
$402K -$3.9K -80 -1%
SWM
472
SFG Wealth Management
Maryland
$392K +$146 +3 +0%
TDC
473
Thompson Davis & Co
Virginia
$390K -$7.31K -150 -2%
FG
474
Fiduciary Group
Georgia
$389K
SBH
475
Segall Bryant & Hamill
Illinois
$389K +$389K +7,992 New