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Iron Mountain

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CII
501
Capital International Inc
California
$376K +$5.66K +107 +2%
GKWIM
502
Gerber Kawasaki Wealth & Investment Management
California
$375K +$3.18K +60 +0.9%
UWPG
503
Ullmann Wealth Partners Group
Florida
$370K +$4.55K +86 +1%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$369K -$21.7K -411 -6%
IRC
505
Investors Research Corp
Georgia
$368K
SSWM
506
Sheets Smith Wealth Management
North Carolina
$365K
VI
507
Vestcor Inc
New Brunswick, Canada
$365K
SWM
508
Sculati Wealth Management
Michigan
$360K -$28.8K -545 -7%
CF
509
Centaurus Financial
California
$357K +$41.1K +777 +13%
SW
510
SteelPeak Wealth
California
$355K +$61.6K +1,150 +21%
OCBCO
511
Oversea-Chinese Banking Corp (OCBC)
Singapore
$354K
EGA
512
E&G Advisors
Texas
$351K +$6.61K +125 +2%
CCM
513
Coldstream Capital Management
Washington
$349K -$31.6K -597 -8%
JWCA
514
J.W. Cole Advisors
Florida
$348K -$6.35K -120 -2%
AGA
515
Accuvest Global Advisors
Utah
$342K -$342K -6,473 -50%
BCV
516
Banque Cantonale Vaudoise
Switzerland
$342K
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$339K -$3.81K -72 -1%
OC
518
Oppenheimer & Co
New York
$338K -$1.22K -23 -0.4%
EH
519
Equitable Holdings
New York
$338K +$338K +6,385 New
SEP
520
Southland Equity Partners
Missouri
$331K -$2.86K -54 -0.9%
PWP
521
Principle Wealth Partners
Connecticut
$330K +$10.3K +195 +3%
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$330K +$110K +2,086 +50%
IF
523
Intrua Financial
Texas
$328K -$9.37K -170 -3%
PPP
524
Private Portfolio Partners
New Jersey
$321K +$370 +7 +0.1%
SWM
525
SFG Wealth Management
Maryland
$321K -$52.8K -997 -14%