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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 %
SPIA
451
Steward Partners Investment Advisory
New York
$490K -$7.67K -145 -2%
DFG
452
Demars Financial Group
Washington
$490K -$22.2K -419 -4%
Marshall Wace
453
Marshall Wace
United Kingdom
$490K -$27.8M -525,999 -98%
HA
454
Herold Advisors
New York
$489K +$5.29K +100 +1%
FA
455
FDx Advisors
Illinois
$489K
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$489K +$69.9K +1,322 +17%
WS
457
Wedbush Securities
California
$487K -$21.2K -400 -4%
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$484K +$1.48K +28 +0.3%
APC
459
Aspire Private Capital
North Carolina
$476K -$5.4K -102 -1%
DILIC
460
Dai-ichi Life Insurance Company
Japan
$476K
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
$474K
BBVA
462
Banco Bilbao Vizcaya Argentaria
Spain
$469K +$85.4K +1,614 +22%
IWC
463
Integrated Wealth Concepts
Massachusetts
$465K +$157K +2,965 +51%
TWC
464
TD Waterhouse Canada
Ontario, Canada
$461K +$71.6K +1,280 +18%
IC
465
IEQ Capital
California
$458K +$114K +2,162 +33%
HHRDM
466
H&H Retirement Design & Management
Nevada
$458K -$54 -1 -0%
Verition Fund Management
467
Verition Fund Management
Connecticut
$455K +$455K +8,604 New
VCP
468
Verus Capital Partners
Arizona
$454K -$19.2K -363 -4%
BCM
469
BTC Capital Management
Iowa
$447K -$161K -3,042 -26%
V
470
Veritable
Delaware
$444K +$6.46K +122 +1%
AWA
471
Arete Wealth Advisors
Illinois
$444K +$72K +1,362 +19%
ECM
472
Estabrook Capital Management
New York
$443K
O
473
Ossiam
France
$439K +$96.7K +1,827 +28%
OAM
474
Oppenheimer Asset Management
New York
$438K +$438K +8,277 New
IWM
475
IHT Wealth Management
Illinois
$437K +$1.85K +35 +0.4%