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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
S
626
Sachetta
Massachusetts
$280K +$280K +3,993 New
FA
627
FDx Advisors
Illinois
$276K -$7.34K -105 -3%
SI
628
Stephens Inc
Arkansas
$276K -$47.5K -679 -15%
PWM
629
Perigon Wealth Management
California
$275K +$28.4K +406 +12%
RCM
630
Raleigh Capital Management
North Carolina
$274K +$5.81K +83 +2%
PNC
631
Park National Corp
Ohio
$273K
Fisher Asset Management
632
Fisher Asset Management
Washington
$271K +$271K +3,867 New
OBWG
633
Onyx Bridge Wealth Group
New York
$269K +$1.82K +26 +0.7%
AA
634
Aire Advisors
California
$268K +$2.66K +38 +1%
SPC
635
Sigma Planning Corp
Michigan
$267K -$257K -3,667 -49%
LWA
636
Ledgewood Wealth Advisors
New Hampshire
$266K +$266K +3,806 New
CWP
637
Core Wealth Partners
California
$266K +$20.1K +287 +8%
ITC
638
Inspire Trust Company
Nevada
$266K +$266K +3,794 New
GSC
639
Grey Street Capital
Illinois
$264K
WAM
640
Walker Asset Management
Missouri
$263K +$263K +3,754 New
PTC
641
Private Trust Company
Ohio
$262K +$1.19K +17 +0.5%
TPM
642
Triasima Portfolio Management
Quebec, Canada
$259K -$35K -500 -12%
SB
643
Strategic Blueprint
Georgia
$254K +$770 +11 +0.3%
EGA
644
E&G Advisors
Texas
$254K -$175K -2,500 -41%
PAM
645
Panagora Asset Management
Massachusetts
$253K -$6.09K -87 -2%
BFA
646
Beaumont Financial Advisors
Massachusetts
$248K -$11.5K -164 -4%
LGA
647
Lebenthal Global Advisors
New York
$248K +$248K +3,538 New
NFG
648
Nations Financial Group
Iowa
$247K -$18.5K -265 -7%
PTC
649
Philadelphia Trust Company
Pennsylvania
$245K
RSWA
650
Robinson Smith Wealth Advisors
Maine
$245K +$245K +3,500 New