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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 %
HNB
601
Huntington National Bank
Ohio
$211K +$58.3K +1,101 +38%
MIM
602
Marco Investment Management
Georgia
$210K +$210K +3,978 New
RP
603
Riverwater Partners
Wisconsin
$210K +$210K +3,960 New
TFA
604
Toth Financial Advisory
Virginia
$209K
Holocene Advisors
605
Holocene Advisors
New York
$209K +$209K +3,945 New
TAIM
606
TD Ameritrade Investment Management
Nebraska
$208K -$67.5K -1,274 -25%
XWM
607
Xcel Wealth Management
Florida
$207K +$207K +3,910 New
PNC
608
Park National Corp
Ohio
$207K +$207K +3,905 New
WP
609
WealthSource Partners
California
$205K +$205K +3,866 New
OBWG
610
Onyx Bridge Wealth Group
New York
$202K +$202K +3,817 New
IG
611
ING Group
Netherlands
$201K +$201K +3,801 New
AIP
612
Ameritas Investment Partners
Nebraska
$189K
RCM
613
Raleigh Capital Management
North Carolina
$188K +$10.5K +199 +6%
ST
614
Smithfield Trust
Pennsylvania
$188K -$10.6K -200 -5%
S
615
SignatureFD
Georgia
$181K +$5.93K +112 +3%
BAMF
616
BI Asset Management Fondsmaeglerselskab
Denmark
$181K +$31K +584 +21%
SC
617
Slow Capital
California
$178K +$178K +3,323 New
DGAM
618
Desjardins Global Asset Management
Quebec, Canada
$175K +$12.6K +238 +8%
DMBA
619
Deseret Mutual Benefit Administrators
Utah
$175K
SWA
620
Sutton Wealth Advisors
Florida
$174K -$688 -13 -0.4%
WT
621
Whittier Trust
California
$168K +$13.6K +258 +9%
NP
622
Ninepoint Partners
Ontario, Canada
$167K -$58.8K -1,111 -26%
IA
623
IFP Advisors
Florida
$167K -$1.43K -42 -0.8%
CYG
624
Clean Yield Group
Vermont
$159K
PTC
625
Private Trust Company
Ohio
$141K -$27.6K -521 -16%