IRM icon

Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
CBB
626
Citizens Business Bank
California
$238K
ST
627
Somerset Trust
Pennsylvania
$234K +$234K +3,938 New
PNC
628
Park National Corp
Ohio
$232K
AAS
629
Ameritas Advisory Services
Nebraska
$230K +$230K +3,868 New
RCM
630
Raleigh Capital Management
North Carolina
$228K -$1.61K -27 -0.7%
OBWG
631
Onyx Bridge Wealth Group
New York
$227K +$2.56K +43 +1%
AA
632
Aire Advisors
California
$225K +$2.26K +38 +1%
NFG
633
Nations Financial Group
Iowa
$225K +$2.97K +50 +1%
GSC
634
Grey Street Capital
Illinois
$224K
TFA
635
Toth Financial Advisory
Virginia
$223K -$12.5K -210 -5%
PTC
636
Private Trust Company
Ohio
$221K -$9.04K -152 -4%
MGIA
637
Moneta Group Investment Advisors
Missouri
$220K -$3.03K -51 -1%
BFA
638
Beaumont Financial Advisors
Massachusetts
$220K +$119 +2 +0.1%
ECM
639
Evergreen Capital Management
Washington
$220K +$7.03K +117 +3%
SAM
640
Seelaus Asset Management
New Jersey
$220K -$60.9K -1,024 -22%
PAM
641
Panagora Asset Management
Massachusetts
$220K +$238 +4 +0.1%
PA
642
Parallel Advisors
California
$217K -$50.4K -848 -19%
NP
643
NorthRock Partners
Minnesota
$216K +$216K +3,637 New
SB
644
Strategic Blueprint
Georgia
$215K +$4.7K +79 +2%
S
645
SignatureFD
Georgia
$213K -$31.8K -535 -13%
AIP
646
Ameritas Investment Partners
Nebraska
$213K
WT
647
Washington Trust
Rhode Island
$212K
GA
648
Geller Advisors
New York
$211K +$211K +3,505 New
PWM
649
Perigon Wealth Management
California
$209K +$209K +3,520 New
CWP
650
Core Wealth Partners
California
$209K +$209K +3,509 New