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Iron Mountain

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
O
526
Ossiam
France
$322K -$1.19M -23,862 -79%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$322K -$444K -8,900 -58%
OC
528
Oppenheimer & Co
New York
$320K +$3.04K +61 +1%
SEP
529
Southland Equity Partners
Missouri
$315K -$2.84K -57 -0.9%
IF
530
Intrua Financial
Texas
$313K -$847K -16,582 -73%
MCCP
531
Mission Creek Capital Partners
California
$313K -$14.7K -295 -4%
ASC
532
Atalanta Sosnoff Capital
New York
$310K
CCA
533
Checchi Capital Advisers
California
$304K +$49.8K +1,000 +20%
SCM
534
Stevens Capital Management
Pennsylvania
$303K +$43.2K +865 +17%
PPP
535
Private Portfolio Partners
New Jersey
$302K +$100 +2 +0%
GAG
536
GM Advisory Group
New York
$302K
PWP
537
Principle Wealth Partners
Connecticut
$302K
GSIAS
538
Garden State Investment Advisory Services
New Jersey
$299K +$299K +5,939 New
KACA
539
Kayne Anderson Capital Advisors
California
$299K
CF
540
Centaurus Financial
California
$298K +$17.4K +349 +6%
IWC
541
Integrated Wealth Concepts
Massachusetts
$291K +$291K +5,832 New
MS
542
Maven Securities
Jersey
$289K +$27.4K +549 +10%
GAM
543
Griffin Asset Management
New York
$288K -$33.3K -668 -10%
ISWM
544
Independent Solutions Wealth Management
New York
$286K +$100 +2 +0%
FHA
545
Flagship Harbor Advisors
Massachusetts
$284K -$2.09K -42 -0.7%
PA
546
Profund Advisors
Maryland
$278K -$7.08K -142 -2%
SW
547
SteelPeak Wealth
California
$276K +$276K +5,473 New
AMBIA
548
Allen Mooney & Barnes Investment Advisors
Georgia
$273K -$24.4K -489 -8%
MCC
549
Money Concepts Capital
Florida
$273K +$273K +5,483 New
WT
550
Washington Trust
Rhode Island
$269K