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Iron Mountain

738 hedge funds and large institutions have $9.96B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-23
Holders Change %
-3.02%
% of All Funds
12.76%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
64
Increased
288
Reduced
253
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
651
Spire Wealth Management
Virginia
$33K -$396 -9 -1%
AWM
652
Avior Wealth Management
Nebraska
$33K
TAM
653
Tucker Asset Management
Colorado
$32.8K
VNA
654
Valley National Advisers
Pennsylvania
$31K -$1.62K -34 -5%
LC
655
Lindbrook Capital
California
$28K +$1.92K +44 +7%
Bank of Montreal
656
Bank of Montreal
Ontario, Canada
$25.8K +$1.09K +19,691 +4%
WB
657
Webster Bank
Connecticut
$24K
FA
658
Financial Avengers
California
$24K +$311 +7 +1%
TCOV
659
Trust Company of Vermont
Vermont
$23K -$88 -2 -0.4%
FWM
660
Focused Wealth Management
New York
$23K +$130 +3 +0.6%
HBW
661
Hazlett, Burt & Watson
West Virginia
$22K
DWP
662
Destiny Wealth Partners
Florida
$22K +$22K +500 New
GIA
663
GHP Investment Advisors
Colorado
$21K +$258 +6 +1%
HIIFS
664
Harel Insurance Investments & Financial Services
Israel
$20K -$24.4K -550 -55%
BAM
665
Byrne Asset Management
New Jersey
$20K
GM
666
GeoWealth Management
Illinois
$20K +$3.2K +72 +19%
RTC
667
Riverview Trust Company
Washington
$19K
BWM
668
Baystate Wealth Management
Massachusetts
$19K +$258 +6 +1%
PP
669
PFS Partners
New Jersey
$18.4K
QCG
670
Quadrant Capital Group
Ohio
$18K -$2.14K -48 -11%
AA
671
AlphaMark Advisors
Kentucky
$18K
BONH
672
Bank of New Hampshire
New Hampshire
$18K
AWM
673
Activest Wealth Management
Florida
$18K +$18K +400 New
C
674
Covestor
United Kingdom
$17K -$22K -505 -56%
SL
675
Savior LLC
Massachusetts
$17K