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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 %
BFS
576
Bradley Foster & Sargent
Connecticut
$238K -$159 -3 -0.1%
DWM
577
Dakota Wealth Management
Florida
$237K +$237K +4,487 New
KI
578
Kula Investments
Illinois
$236K +$236K +4,465 New
BCI
579
Brinker Capital Investments
Pennsylvania
$236K -$2.91K -55 -1%
OPS
580
Orion Portfolio Solutions
Nebraska
$236K +$236K +4,460 New
XF
581
XML Financial
Maryland
$234K +$2.28K +43 +1%
EI
582
EDMP Inc
Florida
$232K -$14.3K -270 -6%
CS
583
Comerica Securities
Michigan
$230K -$8.52K -159 -4%
CWM
584
Curi Wealth Management
North Carolina
$229K
TPWA
585
TRUE Private Wealth Advisors
Oregon
$229K -$330K -6,246 -59%
SFC
586
Strategic Financial Concepts
Texas
$228K +$228K +4,310 New
EI
587
Ellevest Inc
New York
$224K +$27.9K +528 +14%
GIM
588
Guild Investment Management
California
$224K
PWM
589
Perigon Wealth Management
California
$224K -$18.5K -350 -8%
DWM
590
Destination Wealth Management
California
$222K +$5.13K +97 +2%
TW
591
TrinityPoint Wealth
Connecticut
$221K +$1.38K +26 +0.6%
CWG
592
Crown Wealth Group
North Carolina
$220K
AWM
593
Avior Wealth Management
Nebraska
$217K +$177K +3,338 +435%
PA
594
Prossimo Advisors
California
$216K +$216K +4,075 New
BWL
595
Bogart Wealth LLC
Virginia
$214K
HI
596
Horizon Investments
North Carolina
$213K +$213K +4,028 New
MMHP
597
Murphy Middleton Hinkle & Parker
Georgia
$212K +$212K +4,000 New
RIS
598
Retirement Income Solutions
Michigan
$212K +$212K +4,000 New
CBB
599
Citizens Business Bank
California
$212K +$212K +4,000 New
EWA
600
EP Wealth Advisors
California
$211K -$2.93M -14,712 -93%