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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
501
TD Waterhouse Canada
Ontario, Canada
$431K -$94K -1,506 -18%
FG
502
Fiduciary Group
Georgia
$431K
BAM
503
Belpointe Asset Management
Nevada
$431K +$207K +3,479 +92%
AAM
504
Augustine Asset Management
Florida
$429K -$4.64K -78 -1%
KWM
505
Kingsview Wealth Management
Oregon
$428K +$5.17K +87 +1%
SWM
506
SeaCrest Wealth Management
New York
$426K -$2.26K -38 -0.5%
HVIA
507
Hudson Valley Investment Advisors
New York
$425K
OIA
508
OneDigital Investment Advisors
Kansas
$419K +$419K +7,056 New
CCA
509
Checchi Capital Advisers
California
$414K -$34.1K -573 -8%
AWA
510
Arete Wealth Advisors
Illinois
$412K -$38.2K -643 -8%
GT
511
Greenleaf Trust
Michigan
$406K -$16.5K -277 -4%
CF
512
Centaurus Financial
California
$404K +$19.5K +327 +5%
DA
513
DCM Advisors
New York
$403K +$11.8K +198 +3%
DS
514
DRW Securities
Illinois
$403K +$403K +6,776 New
EP
515
Edgestream Partners
New Jersey
$400K -$3.52M -59,180 -90%
ACM
516
Adelante Capital Management
California
$399K -$174K -2,917 -30%
SSWM
517
Sheets Smith Wealth Management
North Carolina
$399K -$11.9K -200 -3%
FHA
518
Flagship Harbor Advisors
Massachusetts
$397K +$16.6K +280 +4%
GT
519
Glenmede Trust
Pennsylvania
$396K -$62K -1,043 -14%
ECM
520
Estabrook Capital Management
New York
$394K -$97.5K -1,640 -20%
CCM
521
Coldstream Capital Management
Washington
$391K -$6.42K -108 -2%
ESB
522
Essex Savings Bank
Connecticut
$389K +$92.6K +1,558 +31%
DI
523
DFPG Investments
Utah
$388K +$48.6K +826 +14%
EH
524
Equitable Holdings
New York
$386K +$24K +404 +7%
AGA
525
Accuvest Global Advisors
Utah
$385K