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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
FG
501
Fiduciary Group
Georgia
$412K
SWM
502
SeaCrest Wealth Management
New York
$409K -$13K -238 -3%
GT
503
Glenmede Trust
Pennsylvania
$408K
HVIA
504
Hudson Valley Investment Advisors
New York
$406K
KWM
505
Kingsview Wealth Management
Oregon
$404K -$1.97K -36 -0.5%
GT
506
Greenleaf Trust
Michigan
$403K -$18.7K -342 -5%
GKWIM
507
Gerber Kawasaki Wealth & Investment Management
California
$403K
UWPG
508
Ullmann Wealth Partners Group
Florida
$402K +$4.49K +82 +1%
IC
509
IEQ Capital
California
$396K -$93.1K -1,700 -20%
IRC
510
Investors Research Corp
Georgia
$395K
FIA
511
Foundations Investment Advisors
Arizona
$394K +$118K +2,164 +45%
SSWM
512
Sheets Smith Wealth Management
North Carolina
$392K
SWM
513
Sculati Wealth Management
Michigan
$386K
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$386K +$20.9K +381 +6%
CCM
515
Coldstream Capital Management
Washington
$380K +$5.25K +96 +1%
EGA
516
E&G Advisors
Texas
$376K
Marshall Wace
517
Marshall Wace
United Kingdom
$375K -$145K -2,657 -29%
DA
518
DCM Advisors
New York
$374K +$361K +6,586 New
AGA
519
Accuvest Global Advisors
Utah
$368K
BAMF
520
BI Asset Management Fondsmaeglerselskab
Denmark
$368K +$168K +3,071 +90%
CF
521
Centaurus Financial
California
$367K -$15.5K -283 -4%
BCV
522
Banque Cantonale Vaudoise
Switzerland
$367K
FHA
523
Flagship Harbor Advisors
Massachusetts
$363K +$20.6K +377 +6%
DI
524
DFPG Investments
Utah
$359K +$51.8K +947 +20%
KFA
525
Kapstone Financial Advisors
Ohio
$358K +$317K +5,788 New