IRM icon

Iron Mountain

810 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, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IGAM
551
iA Global Asset Management
Quebec, Canada
$302K +$302K +5,312 New
MRCM
552
M&R Capital Management
New Jersey
$299K +$18.9K +332 +7%
GFG
553
Goldstone Financial Group
Illinois
$297K +$12.2K +215 +4%
DT
554
Diversified Trust
Tennessee
$296K +$296K +5,210 New
AFG
555
Atomi Financial Group
New York
$295K
TYCC
556
Texas Yale Capital Corp
Florida
$295K
PFA
557
Pinnacle Family Advisors
Missouri
$295K +$1.59K +28 +0.5%
DWM
558
Destination Wealth Management
California
$292K +$53.5K +941 +22%
CIM
559
Cambria Investment Management
California
$290K +$290K +5,111 New
HWM
560
HB Wealth Management
Georgia
$286K -$17K -300 -6%
PWP
561
Perfromance Wealth Partners
Illinois
$285K
WWG
562
West Wealth Group
California
$284K
PI
563
PineBridge Investments
New York
$284K +$284K +4,996 New
AMBIA
564
Allen Mooney & Barnes Investment Advisors
Georgia
$284K -$28.4K -500 -9%
RWPA
565
Richard W. Paul & Associates
Michigan
$284K -$1.53K -27 -0.5%
ESB
566
Essex Savings Bank
Connecticut
$283K -$10.5K -185 -4%
DWA
567
Dorsey Wright & Associates
California
$283K -$910 -16 -0.3%
MAG
568
MRA Advisory Group
New Jersey
$280K -$11.4K -200 -4%
LMKC
569
L.M. Kohn & Company
Ohio
$277K
DTL
570
Dynamic Technology Lab
Singapore
$275K +$275K +4,837 New
VCA
571
Verdence Capital Advisors
Maryland
$274K -$170 -3 -0.1%
BBHC
572
Brown Brothers Harriman & Co
New York
$274K -$170 -3 -0.1%
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$272K -$82.1K -1,446 -23%
MAM
574
Mastrapasqua Asset Management
Tennessee
$270K +$57 +1 +0%
CS
575
Comerica Securities
Michigan
$270K +$23.6K +410 +10%