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Iron Mountain

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
626
Huntington National Bank
Ohio
$143K +$26.4K +530 +23%
BAMF
627
BI Asset Management Fondsmaeglerselskab
Denmark
$141K +$141K +2,829 New
AWM
628
Activest Wealth Management
Florida
$136K +$115K +2,280 +570%
PI
629
PEAK6 Investments
Illinois
$127K -$372K -7,455 -74%
TFS
630
TrustCore Financial Services
Tennessee
$125K
T
631
TOBAM
France
$114K +$8.84K +177 +8%
NL
632
NVWM LLC
Pennsylvania
$109K
AA
633
Addison Advisors
Vermont
$102K -$92.2K -1,850 -47%
VCM
634
Vigilant Capital Management
Maine
$101K
SIM
635
Sentry Investment Management
Wisconsin
$101K +$2.68K +54 +3%
CFB
636
Cullen/Frost Bankers
Texas
$100K
BWP
637
Baldwin Wealth Partners
Massachusetts
$100K +$40.3K +808 +67%
FP
638
Financial Perspectives
Minnesota
$99.7K
First Manhattan
639
First Manhattan
New York
$99.5K
AAP
640
Arax Advisory Partners
Colorado
$97.6K -$2.94K -59 -3%
HFM
641
Harvest Fund Management
China
$95K
MMG
642
Monetary Management Group
Missouri
$89.7K -$155K -3,100 -63%
OCM
643
Orion Capital Management
California
$89.7K
PA
644
Parallel Advisors
California
$84.7K -$7.53K -151 -8%
RG
645
Retirement Group
California
$84K +$1.65K +33 +2%
NFSG
646
Newbridge Financial Services Group
Florida
$83K -$247K -4,963 -75%
CTC
647
Central Trust Company
Missouri
$81.8K +$1.75K +35 +2%
BTI
648
Blue Trust Inc
Georgia
$80K +$5.77K +132 +8%
SIC
649
SJS Investment Consulting
Ohio
$79.8K
TVWM
650
Tower View Wealth Management
Wisconsin
$77K +$1K +20 +1%