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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
SFC
626
Strategic Financial Concepts
Texas
$219K -$25K -457 -11%
CII
627
Capital International Inc
California
$218K -$179K -3,272 -46%
FA
628
FDx Advisors
Illinois
$218K -$327K -5,980 -61%
FMAEN1
629
Fund Management at Engine No 1
California
$216K +$208K +3,796 New
GSC
630
Grey Street Capital
Illinois
$214K -$101K -1,849 -33%
OBWG
631
Onyx Bridge Wealth Group
New York
$214K -$2.63K -48 -1%
BAM
632
Belpointe Asset Management
Nevada
$214K -$186K -3,399 -47%
MGIA
633
Moneta Group Investment Advisors
Missouri
$213K +$206K +3,757 New
AA
634
Aire Advisors
California
$213K +$205K +3,752 New
ACM
635
Advisors Capital Management
New Jersey
$213K +$205K +3,752 New
Verition Fund Management
636
Verition Fund Management
Connecticut
$213K -$266K -4,859 -56%
NFG
637
Nations Financial Group
Iowa
$212K +$205K +3,739 New
CW
638
CreativeOne Wealth
Kansas
$212K +$205K +3,736 New
BFA
639
Beaumont Financial Advisors
Massachusetts
$210K +$203K +3,703 New
PAM
640
Panagora Asset Management
Massachusetts
$210K +$202K +3,693 New
AMG
641
Advisors Management Group
Wisconsin
$204K +$197K +3,597 New
ECM
642
Evergreen Capital Management
Washington
$204K +$194K +3,545 New
AIP
643
Ameritas Investment Partners
Nebraska
$203K
WT
644
Washington Trust
Rhode Island
$203K -$96.7K -1,766 -33%
PCIA
645
Prime Capital Investment Advisors
Kansas
$202K +$195K +3,560 New
SB
646
Strategic Blueprint
Georgia
$201K +$194K +3,535 New
TAIM
647
TD Ameritrade Investment Management
Nebraska
$196K -$25.7K -469 -12%
SWA
648
Sutton Wealth Advisors
Florida
$187K
ST
649
Smithfield Trust
Pennsylvania
$187K -$15.3K -280 -8%
PCM
650
Penserra Capital Management
California
$187K +$99.5K +1,818 +121%