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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
551
Empirical Wealth Management
Washington
$333K +$14.9K +250 +5%
MRCM
552
M&R Capital Management
New Jersey
$329K +$16.2K +272 +5%
GWM
553
Geneos Wealth Management
Colorado
$328K -$297 -5 -0.1%
HCM
554
HGI Capital Management
New York
$327K -$1.71M -28,686 -84%
PWP
555
Principle Wealth Partners
Connecticut
$319K -$52.6K -885 -14%
SEP
556
Southland Equity Partners
Missouri
$318K +$59 +1 +0%
FMP
557
Financial Management Professionals
Texas
$317K -$16.7K -280 -5%
VSQM
558
V-Square Quantitative Management
Illinois
$316K +$212K +3,567 +203%
CB
559
Cadence Bank
Mississippi
$316K
ISWM
560
Independent Solutions Wealth Management
New York
$316K -$25.9K -436 -8%
CT
561
Coastline Trust
Rhode Island
$316K -$5.05K -85 -2%
KWA
562
Kingswood Wealth Advisors
California
$316K +$316K +5,309 New
CIA
563
Choate Investment Advisors
Massachusetts
$315K +$315K +5,301 New
IF
564
Intrua Financial
Texas
$310K -$38.6K -649 -11%
SPA
565
Sherbrooke Park Advisers
New York
$308K +$308K +5,180 New
PFA
566
Pinnacle Family Advisors
Missouri
$308K -$1.01K -17 -0.3%
CC
567
Centiva Capital
New York
$302K +$302K +5,076 New
DWA
568
Dorsey Wright & Associates
California
$299K +$2.86K +48 +1%
WWG
569
West Wealth Group
California
$297K
AAM
570
Aureus Asset Management
Massachusetts
$295K +$295K +4,965 New
TYCC
571
Texas Yale Capital Corp
Florida
$293K -$16.3K -275 -5%
MAM
572
Mastrapasqua Asset Management
Tennessee
$292K +$9.1K +153 +3%
EI
573
Ellevest Inc
New York
$291K +$291K +4,898 New
PWP
574
Perfromance Wealth Partners
Illinois
$291K
DWM
575
Destination Wealth Management
California
$290K -$15.3K -257 -5%