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Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
651
Hexagon Capital Partners
Arkansas
$49K -$11.8K -241 -19%
SN
652
Sittner & Nelson
Oregon
$49K
HIIFS
653
Harel Insurance Investments & Financial Services
Israel
$49K +$9.8K +200 +25%
TWM
654
Tradition Wealth Management
Minnesota
$48K +$441 +9 +0.9%
NSIM
655
North Star Investment Management
Illinois
$47K
AW
656
Avion Wealth
Texas
$47K
TWA
657
TCI Wealth Advisors
Arizona
$46K
BCMLT
658
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K
C
659
Covestor
United Kingdom
$44K -$203K -4,120 -82%
CC
660
Corsicana & Co
Texas
$44K
PO
661
Private Ocean
California
$43K
AF
662
Advisornet Financial
Minnesota
$42K +$2.69K +55 +7%
PG
663
Proffitt & Goodson
Tennessee
$40K -$14.8K -306 -27%
ARMC
664
American Research & Management Company
Massachusetts
$39K -$28K -581 -42%
HR
665
Howe & Rusling
New York
$39K
AWM
666
AllSquare Wealth Management
New York
$39K
SIS
667
Sound Income Strategies
Florida
$38K
SWM
668
Spire Wealth Management
Virginia
$37K -$15.8K -325 -30%
AWM
669
Avior Wealth Management
Nebraska
$37K
CT
670
Cambridge Trust
Massachusetts
$36K +$36K +735 New
VNA
671
Valley National Advisers
Pennsylvania
$34K
CI
672
CX Institutional
Indiana
$33K +$33K +682 New
TAM
673
Tucker Asset Management
Colorado
$31.9K +$31.9K +655 New
AIL
674
AGF Investments LLC
Ontario, Canada
$30K -$979K -19,979 -97%
HDIM
675
Hanson & Doremus Investment Management
Vermont
$30K