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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 %
FTDI
551
First Trust Direct Indexing
Massachusetts
$403K +$403K +5,758 New
GSEP
552
Golden State Equity Partners
California
$402K -$4.34K -62 -1%
KFA
553
Kapstone Financial Advisors
Ohio
$396K
Bessemer Group
554
Bessemer Group
New Jersey
$396K -$146K -2,090 -27%
PPP
555
Private Portfolio Partners
New Jersey
$393K -$24.8K -355 -6%
NS
556
NBC Securities
Alabama
$387K -$7.14K -102 -2%
TWC
557
TD Waterhouse Canada
Ontario, Canada
$385K -$96.3K -1,384 -20%
OIA
558
OneDigital Investment Advisors
Kansas
$383K -$111K -1,585 -22%
PMA
559
Prudent Man Advisors
Illinois
$380K -$499K -7,131 -57%
ASC
560
Atalanta Sosnoff Capital
New York
$377K -$28.1K -401 -7%
SWM
561
Sculati Wealth Management
Michigan
$376K -$71.1K -1,016 -16%
PWP
562
Principle Wealth Partners
Connecticut
$374K -$700 -10 -0.2%
DA
563
Duality Advisers
Florida
$374K -$3.68M -52,530 -91%
CB
564
Cadence Bank
Mississippi
$372K
CT
565
Coastline Trust
Rhode Island
$372K
KWA
566
Kingswood Wealth Advisors
California
$370K -$1.61K -23 -0.4%
SEP
567
Southland Equity Partners
Missouri
$369K -$5.6K -80 -1%
CIA
568
Choate Investment Advisors
Massachusetts
$368K -$3.08K -44 -0.8%
EI
569
Ellevest Inc
New York
$365K +$22.5K +322 +7%
PFA
570
Pinnacle Family Advisors
Missouri
$364K +$2.03K +29 +0.6%
VR
571
Valued Retirements
Texas
$364K +$364K +5,198 New
HPM
572
Hudson Portfolio Management
New York
$357K -$301K -4,305 -46%
IG
573
ING Group
Netherlands
$355K -$2.22M -31,666 -86%
KeyBank National Association
574
KeyBank National Association
Ohio
$353K +$353K +5,051 New
IF
575
Intrua Financial
Texas
$353K -$11.4K -163 -3%