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Iron Mountain

816 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, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$272K -$79.2K -1,446 -23%
MAM
577
Mastrapasqua Asset Management
Tennessee
$270K +$55 +1 +0%
CS
578
Comerica Securities
Michigan
$270K +$22.4K +410 +10%
HNB
579
Huntington National Bank
Ohio
$269K +$41.5K +759 +19%
WHC
580
Wulff, Hansen & Co
California
$268K
SAM
581
Seelaus Asset Management
New Jersey
$268K
WAM
582
Weiss Asset Management
Massachusetts
$267K +$257K +4,702 New
HNWAG
583
High Net Worth Advisory Group
Florida
$267K
AAG
584
Armstrong Advisory Group
Massachusetts
$266K
HCM
585
Howland Capital Management
Massachusetts
$265K
PCS
586
Personal CFO Solutions
New Jersey
$264K +$4.76K +87 +2%
MC
587
Machina Capital
France
$262K +$252K +4,605 New
DFCM
588
Dark Forest Capital Management
Puerto Rico
$261K +$252K +4,597 New
PA
589
Prossimo Advisors
California
$259K +$26.8K +490 +12%
IA
590
IFP Advisors
Florida
$258K -$20.1K -368 -7%
WG
591
Welch Group
Alabama
$257K
PA
592
Parallel Advisors
California
$256K +$144K +2,637 +141%
CA
593
Commerzbank Aktiengesellschaft
Germany
$256K +$246K +4,500 New
PA
594
Profund Advisors
Maryland
$256K -$4.11K -75 -2%
XF
595
XML Financial
Maryland
$254K +$2.24K +41 +0.9%
BCI
596
Brinker Capital Investments
Pennsylvania
$253K -$493 -9 -0.2%
OPS
597
Orion Portfolio Solutions
Nebraska
$253K -$493 -9 -0.2%
VI
598
Versor Investments
New York
$252K +$243K +4,441 New
HI
599
Horizon Investments
North Carolina
$251K +$21.1K +386 +10%
EI
600
EDMP Inc
Florida
$249K