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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 %
Cerity Partners
451
Cerity Partners
New York
$493K -$46.7K -937 -9%
MGP
452
Metis Global Partners
California
$492K +$492K +9,874 New
CRI
453
Colonial River Investments
Virginia
$490K +$15.6K +313 +3%
FA
454
FDx Advisors
Illinois
$489K -$7.77K -156 -2%
AUB
455
Atlantic Union Bankshares
Virginia
$488K
DFG
456
Demars Financial Group
Washington
$483K -$16.2K -324 -3%
MFG
457
Merit Financial Group
Georgia
$481K +$16.9K +339 +4%
WS
458
Wedbush Securities
California
$479K +$698 +14 +0.1%
AIA
459
Armor Investment Advisors
North Carolina
$477K -$57.5K -1,154 -11%
SPIA
460
Steward Partners Investment Advisory
New York
$469K -$18.4K -370 -4%
MAM
461
Morse Asset Management
Connecticut
$467K +$5.98K +120 +1%
TC
462
TownSquare Capital
Utah
$466K +$466K +9,350 New
VF
463
Virtu Financial
New York
$461K +$461K +9,244 New
HA
464
Herold Advisors
New York
$456K
NMIMC
465
Northwestern Mutual Investment Management Company
Wisconsin
$454K -$84K -1,685 -16%
APC
466
Aspire Private Capital
North Carolina
$454K +$10.8K +217 +2%
HHRDM
467
H&H Retirement Design & Management
Nevada
$449K +$5.21K +99 +1%
DILIC
468
Dai-ichi Life Insurance Company
Japan
$448K -$40.3K -809 -8%
Acadian Asset Management
469
Acadian Asset Management
Massachusetts
$447K -$1.59M -31,861 -78%
VCP
470
Verus Capital Partners
Arizona
$446K -$947 -19 -0.2%
HBT
471
Heartland Bank & Trust
Illinois
$440K -$25.7K -515 -6%
SC
472
Scotia Capital
Ontario, Canada
$438K +$64.8K +1,300 +17%
NW
473
Naviter Wealth
Arkansas
$438K +$65.2K +1,251 +17%
NAM
474
NorthCrest Asset Manangement
Minnesota
$419K -$1.36M -27,321 -76%
CBOR
475
Community Bank of Raymore
Missouri
$418K +$418K +8,390 New