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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
TW
601
TrinityPoint Wealth
Connecticut
$247K +$9.2K +168 +4%
SI
602
Stephens Inc
Arkansas
$247K +$238K +4,353 New
CWM
603
Cornerstone Wealth Management
Missouri
$247K +$238K +4,345 New
CWM
604
Curi Wealth Management
North Carolina
$246K
TPWA
605
TRUE Private Wealth Advisors
Oregon
$245K
BFM
606
Boston Financial Management
Massachusetts
$242K -$18.6K -340 -7%
SIA
607
Soltis Investment Advisors
Utah
$241K -$1.71M -31,268 -88%
OCBCO
608
Oversea-Chinese Banking Corp (OCBC)
Singapore
$239K -$136K -2,478 -37%
KCPG
609
Kavar Capital Partners Group
Kansas
$236K -$1.13M -20,668 -83%
CWG
610
Crown Wealth Group
North Carolina
$236K
AWM
611
Avior Wealth Management
Nebraska
$236K +$2.24K +41 +1%
S
612
SignatureFD
Georgia
$234K +$38.5K +704 +21%
Koshinski Asset Management
613
Koshinski Asset Management
Illinois
$233K -$26.3K -480 -10%
BWL
614
Bogart Wealth LLC
Virginia
$232K +$1.64K +30 +0.7%
WP
615
WealthSource Partners
California
$231K +$11.2K +205 +5%
Federated Hermes
616
Federated Hermes
Pennsylvania
$228K +$145K +2,649 +194%
Tudor Investment Corp
617
Tudor Investment Corp
Connecticut
$228K +$219K +4,008 New
CBB
618
Citizens Business Bank
California
$227K
MMHP
619
Murphy Middleton Hinkle & Parker
Georgia
$227K
RIS
620
Retirement Income Solutions
Michigan
$227K
TFA
621
Toth Financial Advisory
Virginia
$225K
XWM
622
Xcel Wealth Management
Florida
$222K
PNC
623
Park National Corp
Ohio
$222K
PTC
624
Private Trust Company
Ohio
$220K +$65.6K +1,199 +45%
RCM
625
Raleigh Capital Management
North Carolina
$219K +$16.5K +301 +8%