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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
DTL
451
Dynamic Technology Lab
Singapore
$592K +$304K +5,112 +106%
FIA
452
Foundations Investment Advisors
Arizona
$587K +$175K +2,937 +42%
Brown Advisory
453
Brown Advisory
Maryland
$587K +$119K +2,005 +25%
AUB
454
Atlantic Union Bankshares
Virginia
$582K
TFA
455
Teamwork Financial Advisors
Texas
$580K -$11.7K -196 -2%
MA
456
Montag & Associates
Georgia
$575K -$19.4K -323 -3%
QIM
457
Quantitative Investment Management
Virginia
$571K +$571K +9,620 New
AP
458
Advisors Preferred
Maryland
$569K +$569K +9,705 New
BIA
459
Beacon Investment Advisors
Maryland
$569K +$3.63K +61 +0.6%
IC
460
IEQ Capital
California
$569K +$155K +2,604 +37%
CRI
461
Colonial River Investments
Virginia
$564K -$1.49K -25 -0.3%
OTL
462
Oak Thistle LLC
New York
$563K +$563K +9,462 New
BBVA
463
Banco Bilbao Vizcaya Argentaria
Spain
$562K +$8.26K +139 +1%
HPM
464
Hudson Portfolio Management
New York
$559K -$578K -9,730 -51%
MFG
465
Merit Financial Group
Georgia
$558K -$15.9K -267 -3%
APC
466
Aspire Private Capital
North Carolina
$552K +$11.2K +188 +2%
VF
467
Virtu Financial
New York
$550K +$550K +9,257 New
NMIMC
468
Northwestern Mutual Investment Management Company
Wisconsin
$548K +$773 +13 +0.1%
BAMF
469
BI Asset Management Fondsmaeglerselskab
Denmark
$547K +$162K +2,718 +42%
B
470
Bailard
California
$543K +$1.84K +31 +0.3%
LNWWM
471
Laird Norton Wetherby Wealth Management
California
$530K +$6.72K +113 +1%
HHRDM
472
H&H Retirement Design & Management
Nevada
$524K +$5.25K +87 +1%
IWM
473
IHT Wealth Management
Illinois
$523K +$2.08K +35 +0.4%
GRP
474
Global Retirement Partners
California
$523K -$2.77K -48 -0.5%
BBHC
475
Brown Brothers Harriman & Co
New York
$521K +$234K +3,940 +82%