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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 %
SSG
626
Summit Securities Group
New York
$134K -$406K -7,683 -75%
FDCDDQ
627
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K -$29.3K -554 -19%
GWM
628
Geneos Wealth Management
Colorado
$118K -$152K -2,875 -56%
AAS
629
Ameritas Advisory Services
Nebraska
$116K +$116K +2,144 New
NL
630
NVWM LLC
Pennsylvania
$115K
AA
631
Addison Advisors
Vermont
$109K -$212 -4 -0.2%
VCM
632
Vigilant Capital Management
Maine
$107K
CFB
633
Cullen/Frost Bankers
Texas
$107K
BWP
634
Baldwin Wealth Partners
Massachusetts
$106K
FP
635
Financial Perspectives
Minnesota
$106K
First Manhattan
636
First Manhattan
New York
$106K
WP
637
WealthPLAN Partners
Nebraska
$104K +$104K +1,959 New
AAP
638
Arax Advisory Partners
Colorado
$104K
HFM
639
Harvest Fund Management
China
$101K
SIM
640
Sentry Investment Management
Wisconsin
$100K -$7.4K -140 -7%
PA
641
Parallel Advisors
California
$98.8K +$8.89K +168 +10%
OCM
642
Orion Capital Management
California
$95.2K
MMG
643
Monetary Management Group
Missouri
$95.2K
RG
644
Retirement Group
California
$89K +$421 +8 +0.5%
CTC
645
Central Trust Company
Missouri
$86.8K
SS
646
Sunbelt Securities
Texas
$86.5K +$86.5K +1,670 New
SWM
647
Spire Wealth Management
Virginia
$85.2K +$4.23K +80 +5%
AWM
648
Ameliora Wealth Management
Switzerland
$84.7K -$317K -6,000 -79%
SIC
649
SJS Investment Consulting
Ohio
$84.7K
T
650
TOBAM
France
$84K -$36.9K -697 -31%