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Iron Mountain

810 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, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FMAEN1
626
Fund Management at Engine No 1
California
$216K +$216K +3,796 New
GSC
627
Grey Street Capital
Illinois
$214K -$106K -1,849 -33%
OBWG
628
Onyx Bridge Wealth Group
New York
$214K -$2.73K -48 -1%
BAM
629
Belpointe Asset Management
Nevada
$214K -$193K -3,399 -47%
MGIA
630
Moneta Group Investment Advisors
Missouri
$213K +$213K +3,757 New
AA
631
Aire Advisors
California
$213K +$213K +3,752 New
ACM
632
Advisors Capital Management
New Jersey
$213K +$213K +3,752 New
Verition Fund Management
633
Verition Fund Management
Connecticut
$213K -$276K -4,859 -56%
NFG
634
Nations Financial Group
Iowa
$212K +$212K +3,739 New
CW
635
CreativeOne Wealth
Kansas
$212K +$212K +3,736 New
BFA
636
Beaumont Financial Advisors
Massachusetts
$210K +$210K +3,703 New
PAM
637
Panagora Asset Management
Massachusetts
$210K +$210K +3,693 New
AMG
638
Advisors Management Group
Wisconsin
$204K +$204K +3,597 New
ECM
639
Evergreen Capital Management
Washington
$204K +$204K +3,545 New
AIP
640
Ameritas Investment Partners
Nebraska
$203K
WT
641
Washington Trust
Rhode Island
$203K -$100K -1,766 -33%
PCIA
642
Prime Capital Investment Advisors
Kansas
$202K +$202K +3,560 New
SB
643
Strategic Blueprint
Georgia
$201K +$201K +3,535 New
TAIM
644
TD Ameritrade Investment Management
Nebraska
$196K -$26.6K -469 -12%
SWA
645
Sutton Wealth Advisors
Florida
$187K
ST
646
Smithfield Trust
Pennsylvania
$187K -$16K -280 -8%
PCM
647
Penserra Capital Management
California
$187K +$102K +1,818 +121%
DMBA
648
Deseret Mutual Benefit Administrators
Utah
$187K -$1.19K -21 -0.6%
WT
649
Whittier Trust
California
$181K
CYG
650
Clean Yield Group
Vermont
$170K