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Iron Mountain

810 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, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HVIA
501
Hudson Valley Investment Advisors
New York
$406K
KWM
502
Kingsview Wealth Management
Oregon
$404K -$2.05K -36 -0.5%
GT
503
Greenleaf Trust
Michigan
$403K -$19.4K -342 -5%
GKWIM
504
Gerber Kawasaki Wealth & Investment Management
California
$403K
UWPG
505
Ullmann Wealth Partners Group
Florida
$402K +$4.66K +82 +1%
IC
506
IEQ Capital
California
$396K -$96.6K -1,700 -20%
IRC
507
Investors Research Corp
Georgia
$395K
FIA
508
Foundations Investment Advisors
Arizona
$394K +$123K +2,164 +45%
SSWM
509
Sheets Smith Wealth Management
North Carolina
$392K
SWM
510
Sculati Wealth Management
Michigan
$386K
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$386K +$21.6K +381 +6%
CCM
512
Coldstream Capital Management
Washington
$380K +$5.46K +96 +1%
EGA
513
E&G Advisors
Texas
$376K
Marshall Wace
514
Marshall Wace
United Kingdom
$375K -$151K -2,657 -29%
DA
515
DCM Advisors
New York
$374K +$374K +6,586 New
AGA
516
Accuvest Global Advisors
Utah
$368K
BAMF
517
BI Asset Management Fondsmaeglerselskab
Denmark
$368K +$174K +3,071 +90%
CF
518
Centaurus Financial
California
$367K -$16.1K -283 -4%
BCV
519
Banque Cantonale Vaudoise
Switzerland
$367K
FHA
520
Flagship Harbor Advisors
Massachusetts
$363K +$21.4K +377 +6%
DI
521
DFPG Investments
Utah
$359K +$58.9K +947 +20%
KFA
522
Kapstone Financial Advisors
Ohio
$358K +$358K +5,788 New
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$356K -$39.7K -698 -10%
JWCA
524
J.W. Cole Advisors
Florida
$355K -$18.5K -325 -5%
PWP
525
Principle Wealth Partners
Connecticut
$355K