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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 %
HA
476
Herold Advisors
New York
$520K +$59 +1 +0%
AIM
477
Aigen Investment Management
New York
$520K +$520K +8,744 New
MS
478
Madden Securities
Texas
$519K
RJT
479
Raymond James Trust
Florida
$514K +$50.1K +843 +11%
DILIC
480
Dai-ichi Life Insurance Company
Japan
$510K
HBT
481
Heartland Bank & Trust
Illinois
$509K +$892 +15 +0.2%
WS
482
Wedbush Securities
California
$499K -$44.8K -754 -8%
OAM
483
Oppenheimer Asset Management
New York
$494K -$241K -4,053 -33%
UWPG
484
Ullmann Wealth Partners Group
Florida
$494K +$72.9K +1,226 +17%
AP
485
Atwood & Palmer
Missouri
$490K
I
486
InceptionR
California
$488K +$488K +8,209 New
GCA
487
Genesee Capital Advisors
New York
$484K +$484K +8,133 New
ACA
488
Atlas Capital Advisors
Wyoming
$483K -$2.5K -42 -0.5%
BHPW
489
Beverly Hills Private Wealth
California
$476K -$492K -8,275 -51%
TDC
490
Thompson Davis & Co
Virginia
$476K
Squarepoint
491
Squarepoint
New York
$471K -$193K -3,253 -29%
IAN
492
Integrated Advisors Network
Texas
$470K +$15.3K +258 +3%
OSAM
493
O'Shaughnessy Asset Management
Connecticut
$462K +$58.2K +979 +14%
Bessemer Group
494
Bessemer Group
New Jersey
$462K +$6.18K +104 +1%
BCV
495
Banque Cantonale Vaudoise
Switzerland
$461K +$76.8K +1,290 +20%
GAG
496
GM Advisory Group
New York
$460K -$199K -3,353 -30%
SPC
497
Sigma Planning Corp
Michigan
$445K -$58.2K -979 -12%
IWA
498
IBEX Wealth Advisors
New Jersey
$443K +$443K +7,448 New
OC
499
Oppenheimer & Co
New York
$435K -$9.93K -167 -2%
TGAM
500
TBH Global Asset Management
Tennessee
$434K +$654 +11 +0.2%