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Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
601
Raleigh Capital Management
North Carolina
$161K +$19.4K +399 +14%
PTC
602
Private Trust Company
Ohio
$154K +$154K +3,161 New
FMP
603
Financial Management Professionals
Texas
$148K +$21.4K +438 +17%
MRCM
604
M&R Capital Management
New Jersey
$147K +$12.2K +252 +9%
CYG
605
Clean Yield Group
Vermont
$146K
BWL
606
Bogart Wealth LLC
Virginia
$143K
AG
607
AIA Group
Hong Kong
$142K -$56.4K -1,158 -28%
DGAM
608
Desjardins Global Asset Management
Quebec, Canada
$133K +$88.1K +1,810 +196%
SSG
609
Summit Securities Group
New York
$132K -$44.4K -911 -25%
WT
610
Whittier Trust
California
$132K +$85.5K +1,750 +184%
CI Investments Inc
611
CI Investments Inc
Ontario, Canada
$130K -$101K -2,070 -44%
CA
612
CoreCap Advisors
Michigan
$129K +$129K +2,658 New
AW
613
ACG Wealth
Georgia
$127K +$127K +2,602 New
COCM
614
Charter Oak Capital Management
New Hampshire
$126K
TFS
615
TrustCore Financial Services
Tennessee
$122K
HNB
616
Huntington National Bank
Ohio
$115K +$39.2K +800 +52%
OCM
617
Orion Capital Management
California
$112K
PCG
618
Private Capital Group
Connecticut
$109K +$10.3K +209 +10%
NL
619
NVWM LLC
Pennsylvania
$106K
T
620
TOBAM
France
$103K +$32.7K +668 +46%
VCM
621
Vigilant Capital Management
Maine
$99K
FP
622
Financial Perspectives
Minnesota
$97.4K
CFB
623
Cullen/Frost Bankers
Texas
$97K
First Manhattan
624
First Manhattan
New York
$97K
SIM
625
Sentry Investment Management
Wisconsin
$96K -$18.7K -385 -16%