IRM icon

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 %
AP
476
Atwood & Palmer
Missouri
$437K
GRP
477
Global Retirement Partners
California
$434K +$72.1K +1,306 +20%
ACA
478
Atlas Capital Advisors
Wyoming
$432K
RJT
479
Raymond James Trust
Florida
$427K +$25.3K +479 +6%
Brown Advisory
480
Brown Advisory
Maryland
$424K +$7.83K +148 +2%
TDC
481
Thompson Davis & Co
Virginia
$423K
TC
482
TownSquare Capital
Utah
$417K -$77.7K -1,469 -16%
BHPW
483
Beverly Hills Private Wealth
California
$416K +$180K +3,399 +76%
MHS
484
M Holdings Securities
Oregon
$410K -$4.76K -90 -1%
SC
485
Scotia Capital
Ontario, Canada
$409K -$56.6K -1,069 -12%
GT
486
Glenmede Trust
Pennsylvania
$408K -$12.2K -231 -3%
IAN
487
Integrated Advisors Network
Texas
$401K -$1.01K -19 -0.2%
Balyasny Asset Management
488
Balyasny Asset Management
Illinois
$396K -$905K -17,103 -70%
RWA
489
Redhawk Wealth Advisors
Minnesota
$395K -$36.8K -695 -9%
SWM
490
SeaCrest Wealth Management
New York
$394K +$41.2K +778 +12%
GT
491
Greenleaf Trust
Michigan
$394K -$688 -13 -0.2%
AAM
492
Augustine Asset Management
Florida
$392K +$13.3K +251 +4%
LP
493
LMR Partners
United Kingdom
$388K -$1.58M -29,849 -80%
VAS
494
Vestmark Advisory Solutions
Massachusetts
$387K +$34.3K +649 +10%
TGAM
495
TBH Global Asset Management
Tennessee
$385K +$635 +12 +0.2%
FG
496
Fiduciary Group
Georgia
$384K
CCA
497
Checchi Capital Advisers
California
$383K +$59.8K +1,131 +19%
BAM
498
Belpointe Asset Management
Nevada
$379K +$187K +3,530 +97%
HVIA
499
Hudson Valley Investment Advisors
New York
$378K
KWM
500
Kingsview Wealth Management
Oregon
$378K +$15K +283 +4%