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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
476
Brown Brothers Harriman & Co
New York
$613K
HA
477
Herold Advisors
New York
$613K +$70 +1 +0%
GRP
478
Global Retirement Partners
California
$612K +$10.4K +156 +2%
CFGS
479
Concourse Financial Group Securities
Alabama
$610K -$101K -1,432 -14%
DIM
480
Delta Investment Management
California
$610K +$610K +8,719 New
MFG
481
Merit Financial Group
Georgia
$607K -$49.6K -709 -8%
MS
482
Madden Securities
Texas
$607K -$3.5K -50 -0.6%
ECM
483
Everence Capital Management
Indiana
$607K
HBT
484
Heartland Bank & Trust
Illinois
$604K +$5.81K +83 +1%
EH
485
Equitable Holdings
New York
$604K +$149K +2,130 +33%
RJT
486
Raymond James Trust
Florida
$602K -$3.29K -47 -0.5%
QT
487
Quantbot Technologies
New York
$599K +$599K +8,560 New
ACA
488
Atlas Capital Advisors
Wyoming
$597K +$27.8K +397 +5%
HHRDM
489
H&H Retirement Design & Management
Nevada
$596K
AWA
490
Arete Wealth Advisors
Illinois
$593K +$108K +1,544 +22%
UWPG
491
Ullmann Wealth Partners Group
Florida
$587K +$5.67K +81 +1%
RIA
492
Realta Investment Advisors
Delaware
$583K -$377K -5,388 -39%
KCPG
493
Kavar Capital Partners Group
Kansas
$581K +$290K +4,150 +100%
AP
494
Atwood & Palmer
Missouri
$577K
BAM
495
Belpointe Asset Management
Nevada
$562K +$55.1K +787 +11%
IAN
496
Integrated Advisors Network
Texas
$557K +$3.22K +46 +0.6%
PRC
497
Pearl River Capital
Michigan
$556K +$123K +1,761 +28%
Squarepoint
498
Squarepoint
New York
$554K -$700 -10 -0.1%
NP
499
NorthRock Partners
Minnesota
$552K +$296K +4,195 +115%
BHPW
500
Beverly Hills Private Wealth
California
$551K -$8.54K -122 -2%