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Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
V
501
Veritable
Delaware
$326K +$18.8K +387 +6%
SW
502
SteelPeak Wealth
California
$325K -$46.2K -939 -12%
UWPG
503
Ullmann Wealth Partners Group
Florida
$325K +$325K +6,666 New
CI
504
CPR Investments
Michigan
$323K -$3.84K -79 -1%
MCCP
505
Mission Creek Capital Partners
California
$322K -$5.75K -118 -2%
TFA
506
Teamwork Financial Advisors
Texas
$319K -$312K -6,411 -49%
GT
507
Greenleaf Trust
Michigan
$318K +$43.1K +885 +16%
JWCA
508
J.W. Cole Advisors
Florida
$317K -$27.5K -564 -8%
Brown Advisory
509
Brown Advisory
Maryland
$317K +$24.3K +500 +8%
EGA
510
E&G Advisors
Texas
$316K
PNAA
511
Pictet North America Advisors
Switzerland
$316K +$316K +6,500 New
PA
512
Profund Advisors
Maryland
$315K -$45.9K -943 -13%
AGA
513
Accuvest Global Advisors
Utah
$315K
HVIA
514
Hudson Valley Investment Advisors
New York
$312K
GAM
515
Griffin Asset Management
New York
$311K +$2.58K +53 +0.8%
TA
516
TFG Advisers
Michigan
$308K +$308K +6,322 New
IC
517
IEQ Capital
California
$307K +$17.1K +351 +6%
APA
518
American Portfolios Advisors
New York
$304K -$23K -472 -7%
OCPWS
519
One Charles Private Wealth Services
Massachusetts
$303K +$142 +3 +0%
ASC
520
Atalanta Sosnoff Capital
New York
$301K -$7.95K -163 -3%
MC
521
Machina Capital
France
$301K +$301K +6,175 New
SEP
522
Southland Equity Partners
Missouri
$300K +$8.57K +176 +3%
GAG
523
GM Advisory Group
New York
$297K -$29.3K -602 -9%
PWP
524
Principle Wealth Partners
Connecticut
$295K -$51.7K -1,060 -15%
KACA
525
Kayne Anderson Capital Advisors
California
$292K