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Iron Mountain

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WWG
551
West Wealth Group
California
$265K
DWA
552
Dorsey Wright & Associates
California
$264K -$1.8K -34 -0.7%
MRCM
553
M&R Capital Management
New Jersey
$261K +$68.7K +1,299 +36%
PWP
554
Perfromance Wealth Partners
Illinois
$259K
ICG
555
InterOcean Capital Group
Tennessee
$259K +$259K +4,886 New
LMKC
556
L.M. Kohn & Company
Ohio
$258K
VCA
557
Verdence Capital Advisors
Maryland
$256K +$2.17K +41 +0.9%
JFG
558
Jefferies Financial Group
New York
$255K +$255K +4,825 New
BBHC
559
Brown Brothers Harriman & Co
New York
$255K +$9.89K +187 +4%
DI
560
DFPG Investments
Utah
$255K +$255K +4,815 New
FIA
561
Foundations Investment Advisors
Arizona
$253K +$253K +4,776 New
MAM
562
Mastrapasqua Asset Management
Tennessee
$252K +$252K +4,754 New
WHC
563
Wulff, Hansen & Co
California
$250K
ARC
564
Advisor Resource Council
Texas
$249K +$249K +4,659 New
SAM
565
Seelaus Asset Management
New Jersey
$249K +$1.27K +24 +0.5%
HNWAG
566
High Net Worth Advisory Group
Florida
$248K
AAG
567
Armstrong Advisory Group
Massachusetts
$248K
HCM
568
Howland Capital Management
Massachusetts
$247K -$32.1K -600 -12%
Bessemer Group
569
Bessemer Group
New Jersey
$245K -$20.8K -392 -8%
BFM
570
Boston Financial Management
Massachusetts
$243K
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$243K -$7.57K -143 -3%
PA
572
Profund Advisors
Maryland
$242K -$53.3K -1,008 -18%
PCS
573
Personal CFO Solutions
New Jersey
$241K -$34.8K -657 -13%
WG
574
Welch Group
Alabama
$240K
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$238K +$238K +4,502 New