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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 %
1IA
451
1620 Investment Advisors
Massachusetts
$554K +$554K +16,093 New
MFG
452
Merit Financial Group
Georgia
$549K -$6.59K -116 -1%
V
453
Veritable
Delaware
$548K +$70.6K +1,243 +15%
ACM
454
Adelante Capital Management
California
$547K -$101K -1,780 -16%
BIA
455
Beacon Investment Advisors
Maryland
$541K -$31.9K -562 -6%
CRI
456
Colonial River Investments
Virginia
$540K -$32.8K -578 -6%
RWA
457
Redhawk Wealth Advisors
Minnesota
$537K +$113K +1,981 +27%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$529K +$25.7K +452 +5%
VCP
459
Verus Capital Partners
Arizona
$526K +$37.7K +664 +8%
BHCM
460
Brevan Howard Capital Management
Jersey
$524K +$524K +9,225 New
NMIMC
461
Northwestern Mutual Investment Management Company
Wisconsin
$523K +$3.41K +60 +0.7%
WS
462
Wedbush Securities
California
$520K -$3.3K -58 -0.6%
GRP
463
Global Retirement Partners
California
$518K +$70.2K +1,236 +16%
APC
464
Aspire Private Capital
North Carolina
$517K +$5.57K +98 +1%
B
465
Bailard
California
$517K -$34.7K -611 -6%
DFG
466
Demars Financial Group
Washington
$515K -$11.3K -199 -2%
TWC
467
TD Waterhouse Canada
Ontario, Canada
$510K +$10.8K +178 +2%
HHRDM
468
H&H Retirement Design & Management
Nevada
$509K +$5.14K +87 +1%
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$500K -$24.8K -436 -5%
IWM
470
IHT Wealth Management
Illinois
$498K +$28.7K +505 +6%
HA
471
Herold Advisors
New York
$497K -$28.4K -499 -5%
MS
472
Madden Securities
Texas
$496K -$99.4K -1,750 -17%
DILIC
473
Dai-ichi Life Insurance Company
Japan
$487K -$24K -423 -5%
HBT
474
Heartland Bank & Trust
Illinois
$485K -$44.8K -788 -8%
WSC
475
Wellington Shields & Co
New York
$485K -$168K -2,950 -26%