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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GAG
501
GM Advisory Group
New York
$541K
VF
502
Virtu Financial
New York
$538K -$110K -1,574 -17%
IC
503
IEQ Capital
California
$537K -$132K -1,892 -20%
WS
504
Wedbush Securities
California
$537K -$50.3K -718 -9%
KWM
505
Kingsview Wealth Management
Oregon
$523K +$19.2K +274 +4%
DTL
506
Dynamic Technology Lab
Singapore
$520K -$175K -2,505 -25%
CWM
507
Congress Wealth Management
Massachusetts
$509K +$509K +7,278 New
IGAM
508
iA Global Asset Management
Quebec, Canada
$509K +$208K +2,974 +69%
FG
509
Fiduciary Group
Georgia
$507K
GT
510
Greenleaf Trust
Michigan
$503K +$25.9K +370 +5%
SWM
511
SeaCrest Wealth Management
New York
$503K +$24.4K +366 +5%
PCIA
512
Prime Capital Investment Advisors
Kansas
$497K +$255K +3,641 +105%
TGAM
513
TBH Global Asset Management
Tennessee
$491K -$20.2K -289 -4%
HVIA
514
Hudson Valley Investment Advisors
New York
$486K
GT
515
Glenmede Trust
Pennsylvania
$484K +$17.1K +245 +4%
FM
516
Foster & Motley
Ohio
$478K -$358K -5,113 -43%
IMCOOI
517
Investment Management Corp of Ontario (IMCO)
Canada
$475K +$475K +6,791 New
WT
518
Washington Trust
Rhode Island
$473K +$224K +3,195 +90%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$473K +$62.7K +896 +15%
JWCA
520
J.W. Cole Advisors
Florida
$472K +$22K +315 +5%
CF
521
Centaurus Financial
California
$471K -$3.92K -56 -0.8%
FI
522
FJ Investments
Utah
$468K +$468K +6,692 New
FDS
523
First Dallas Securities
Texas
$464K +$464K +6,625 New
VSQM
524
V-Square Quantitative Management
Illinois
$463K +$90.6K +1,295 +24%
CCM
525
Coldstream Capital Management
Washington
$460K -$560 -8 -0.1%