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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 %
SWM
576
SFG Wealth Management
Maryland
$353K -$55.8K -797 -14%
NAMNJ
577
NorthStar Asset Management (New Jersey)
New Jersey
$352K +$352K +5,024 New
DWA
578
Dorsey Wright & Associates
California
$350K -$1.4K -20 -0.4%
WWG
579
West Wealth Group
California
$350K
TYCC
580
Texas Yale Capital Corp
Florida
$345K
WANY
581
Wealthspire Advisors (New York)
New York
$345K +$8.19K +117 +2%
PA
582
Profund Advisors
Maryland
$344K +$42.7K +610 +14%
S
583
SignatureFD
Georgia
$343K +$92.1K +1,316 +37%
Lido Advisors
584
Lido Advisors
California
$343K +$60.6K +858 +21%
HGERS
585
Householder Group Estate & Retirement Specialist
Arizona
$343K +$31.8K +455 +10%
PWP
586
Perfromance Wealth Partners
Illinois
$342K
LMKC
587
L.M. Kohn & Company
Ohio
$341K
FCBT
588
First Citizens Bank & Trust
North Carolina
$338K +$338K +4,832 New
MGIA
589
Moneta Group Investment Advisors
Missouri
$337K +$78.1K +1,116 +30%
TI
590
Tidal Investments
Wisconsin
$336K +$23.4K +335 +8%
QCM
591
Quantinno Capital Management
New York
$334K +$334K +4,766 New
CWM
592
Cornerstone Wealth Management
Missouri
$332K -$6.93K -99 -2%
TFA
593
Teamwork Financial Advisors
Texas
$332K -$351K -5,019 -51%
CI
594
CX Institutional
Indiana
$331K -$560 -8 -0.2%
HNWAG
595
High Net Worth Advisory Group
Florida
$328K
CIA
596
Concurrent Investment Advisors
Florida
$328K +$328K +4,691 New
RWPA
597
Richard W. Paul & Associates
Michigan
$324K -$13.3K -190 -4%
SC
598
Scotia Capital
Ontario, Canada
$323K -$700 -10 -0.2%
WAP
599
Wealthcare Advisory Partners
Pennsylvania
$322K -$101K -1,449 -24%
Federated Hermes
600
Federated Hermes
Pennsylvania
$322K +$12.5K +179 +4%