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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 %
FAM
476
Formidable Asset Management
Ohio
$481K -$410K -7,215 -46%
SPC
477
Sigma Planning Corp
Michigan
$480K -$340K -5,989 -41%
HIP
478
HUB Investment Partners
Texas
$473K +$473K +8,316 New
O
479
Ossiam
France
$472K +$682 +12 +0.1%
ECM
480
Estabrook Capital Management
New York
$470K -$5.68K -100 -1%
AP
481
Atwood & Palmer
Missouri
$469K
ACA
482
Atlas Capital Advisors
Wyoming
$464K
ECM
483
Everence Capital Management
Indiana
$463K
TDC
484
Thompson Davis & Co
Virginia
$455K
KI
485
Kapitalo Investimentos
Brazil
$451K +$451K +7,930 New
Brown Advisory
486
Brown Advisory
Maryland
$447K -$8.98K -158 -2%
RJT
487
Raymond James Trust
Florida
$444K -$14.7K -258 -3%
SC
488
Scotia Capital
Ontario, Canada
$439K
Bessemer Group
489
Bessemer Group
New Jersey
$436K +$173K +3,038 +66%
IAN
490
Integrated Advisors Network
Texas
$435K +$4.03K +71 +0.9%
AWA
491
Arete Wealth Advisors
Illinois
$431K -$46.4K -816 -10%
CCA
492
Checchi Capital Advisers
California
$429K +$17.8K +314 +4%
TC
493
TownSquare Capital
Utah
$425K -$22.7K -399 -5%
OC
494
Oppenheimer & Co
New York
$425K +$62K +1,092 +17%
GLA
495
Great Lakes Advisors
Illinois
$425K +$425K +7,478 New
AAM
496
Augustine Asset Management
Florida
$415K -$6.53K -115 -2%
TGAM
497
TBH Global Asset Management
Tennessee
$414K +$682 +12 +0.2%
FG
498
Fiduciary Group
Georgia
$412K
SWM
499
SeaCrest Wealth Management
New York
$409K -$13.5K -238 -3%
GT
500
Glenmede Trust
Pennsylvania
$408K