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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
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$356K -$38.2K -698 -10%
JWCA
527
J.W. Cole Advisors
Florida
$355K -$17.8K -325 -5%
PWP
528
Principle Wealth Partners
Connecticut
$355K
GSIAS
529
Garden State Investment Advisory Services
New Jersey
$352K +$11.2K +204 +3%
EH
530
Equitable Holdings
New York
$346K -$16.1K -295 -5%
PPP
531
Private Portfolio Partners
New Jersey
$345K +$328 +6 +0.1%
TPW
532
Transatlantique Private Wealth
New York
$345K -$455K -8,303 -58%
HH
533
Hilltop Holdings
Texas
$345K -$624K -11,399 -65%
SWM
534
SFG Wealth Management
Maryland
$344K +$164 +3 +0%
IAIM
535
International Assets Investment Management
Florida
$342K -$2.02K -37 -0.6%
ASC
536
Atalanta Sosnoff Capital
New York
$338K
AIMCA
537
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$335K
IF
538
Intrua Financial
Texas
$333K -$5.2K -95 -2%
PI
539
PEAK6 Investments
Illinois
$333K +$321K +5,855 New
GSEP
540
Golden State Equity Partners
California
$333K +$320K +5,852 New
GAM
541
Griffin Asset Management
New York
$331K +$1.59K +29 +0.5%
DWM
542
Dakota Wealth Management
Florida
$330K +$72K +1,316 +29%
LCM
543
Laurion Capital Management
New York
$330K +$318K +5,800 New
ISWM
544
Independent Solutions Wealth Management
New York
$327K
CAS
545
CTC Alternative Strategies
Illinois
$324K +$312K +5,700 New
SBH
546
Segall Bryant & Hamill
Illinois
$322K -$239K -4,372 -44%
FMP
547
Financial Management Professionals
Texas
$319K +$27.2K +496 +10%
GWM
548
Geneos Wealth Management
Colorado
$314K +$180K +3,287 +147%
CT
549
Coastline Trust
Rhode Island
$307K +$10.9K +200 +4%
EWM
550
Empirical Wealth Management
Washington
$304K -$1.05M -19,165 -78%