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Iron Mountain

816 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, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
476
Dai-ichi Life Insurance Company
Japan
$487K -$23.2K -423 -5%
HBT
477
Heartland Bank & Trust
Illinois
$485K -$43.1K -788 -8%
WSC
478
Wellington Shields & Co
New York
$485K -$161K -2,950 -26%
FAM
479
Formidable Asset Management
Ohio
$481K -$395K -7,215 -46%
SPC
480
Sigma Planning Corp
Michigan
$480K -$328K -5,989 -41%
HIP
481
HUB Investment Partners
Texas
$473K +$455K +8,316 New
O
482
Ossiam
France
$472K +$657 +12 +0.1%
ECM
483
Estabrook Capital Management
New York
$470K -$5.47K -100 -1%
AP
484
Atwood & Palmer
Missouri
$469K
ACA
485
Atlas Capital Advisors
Wyoming
$464K
ECM
486
Everence Capital Management
Indiana
$463K
TDC
487
Thompson Davis & Co
Virginia
$455K
KI
488
Kapitalo Investimentos
Brazil
$451K +$434K +7,930 New
Brown Advisory
489
Brown Advisory
Maryland
$447K -$8.65K -158 -2%
RJT
490
Raymond James Trust
Florida
$444K -$14.1K -258 -3%
SC
491
Scotia Capital
Ontario, Canada
$439K
Bessemer Group
492
Bessemer Group
New Jersey
$436K +$166K +3,038 +66%
IAN
493
Integrated Advisors Network
Texas
$435K +$3.89K +71 +0.9%
AWA
494
Arete Wealth Advisors
Illinois
$431K -$44.7K -816 -10%
CCA
495
Checchi Capital Advisers
California
$429K +$17.2K +314 +4%
TC
496
TownSquare Capital
Utah
$425K -$21.8K -399 -5%
OC
497
Oppenheimer & Co
New York
$425K +$59.8K +1,092 +17%
GLA
498
Great Lakes Advisors
Illinois
$425K +$409K +7,478 New
AAM
499
Augustine Asset Management
Florida
$415K -$6.29K -115 -2%
TGAM
500
TBH Global Asset Management
Tennessee
$414K +$657 +12 +0.2%