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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 %
DA
526
DCM Advisors
New York
$456K -$18.8K -268 -4%
AGA
527
Accuvest Global Advisors
Utah
$453K
SSWM
528
Sheets Smith Wealth Management
North Carolina
$452K -$17.1K -245 -4%
FHA
529
Flagship Harbor Advisors
Massachusetts
$447K -$20.2K -289 -4%
EWM
530
Empirical Wealth Management
Washington
$446K +$54K +771 +14%
ECM
531
Estabrook Capital Management
New York
$446K -$17.9K -256 -4%
FFO
532
Fiduciary Family Office
Florida
$441K +$441K +6,303 New
ESB
533
Essex Savings Bank
Connecticut
$440K -$17.5K -250 -4%
Fayez Sarofim & Co
534
Fayez Sarofim & Co
Texas
$440K -$254K -3,697 -37%
GKWIM
535
Gerber Kawasaki Wealth & Investment Management
California
$440K
DI
536
DFPG Investments
Utah
$435K -$1.06K -16 -0.2%
AP
537
Advisors Preferred
Maryland
$434K -$232K -3,377 -35%
GSIAS
538
Garden State Investment Advisory Services
New Jersey
$434K +$71 +1 +0%
AAM
539
Augustine Asset Management
Florida
$432K -$72.8K -1,041 -14%
HH
540
Hilltop Holdings
Texas
$431K -$2.31K -33 -0.5%
HWM
541
HB Wealth Management
Georgia
$425K -$23.9K -342 -5%
TPW
542
Transatlantique Private Wealth
New York
$420K
ZIMP
543
Zimmermann Investment Management & Planning
Pennsylvania
$420K +$420K +6,000 New
MRCM
544
M&R Capital Management
New Jersey
$417K +$29.3K +419 +8%
FMP
545
Financial Management Professionals
Texas
$416K +$43.4K +621 +12%
SCM
546
Stevens Capital Management
Pennsylvania
$413K +$413K +5,903 New
AIMCA
547
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$413K
GAM
548
Griffin Asset Management
New York
$412K +$1.96K +28 +0.5%
AMBIA
549
Allen Mooney & Barnes Investment Advisors
Georgia
$410K -$21.4K -306 -5%
TC
550
TownSquare Capital
Utah
$407K -$9.31K -133 -2%