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Iron Mountain

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
651
Spire Wealth Management
Virginia
$76K +$38.8K +781 +104%
FFC
652
First Financial Corp
Indiana
$74.8K
PCM
653
Penserra Capital Management
California
$74K -$381K -7,762 -84%
FCMT
654
Founders Capital Management (Texas)
Texas
$70K
SC
655
Schubert & Co
Texas
$69.3K -$18.7K -376 -21%
FHA
656
First Horizon Advisors
Tennessee
$68.3K
SCM
657
Silvant Capital Management
Georgia
$65.2K
CWC
658
Carolinas Wealth Consulting
North Carolina
$64.6K -$19.8K -390 -23%
CMBA
659
C.M. Bidwell & Associates
Hawaii
$64.1K +$64.1K +1,285 New
PFBT
660
Parkside Financial Bank & Trust
Missouri
$62.9K +$1.99K +40 +3%
BHWM
661
Bay Harbor Wealth Management
Maryland
$55K -$50 -1 -0.1%
AW
662
Avion Wealth
Texas
$55K
SIS
663
Sound Income Strategies
Florida
$54.1K +$9.32K +187 +21%
SC
664
Sawyer & Company
Massachusetts
$54K
SN
665
Sittner & Nelson
Oregon
$50.5K +$698 +14 +1%
HCP
666
Hexagon Capital Partners
Arkansas
$49.9K -$15K -300 -23%
FCA
667
FinTrust Capital Advisors
South Carolina
$49.9K +$49.9K +1,000 New
UB
668
UMB Bank
Missouri
$49K
AWM
669
Accurate Wealth Management
Florida
$48.5K +$48.5K +966 New
NSIM
670
North Star Investment Management
Illinois
$48.4K
TWA
671
TCI Wealth Advisors
Arizona
$47.1K
AG
672
AIA Group
Hong Kong
$46.7K -$35.7K -717 -43%
PMEF
673
Point72 Middle East FZE
United Arab Emirates
$46.2K +$46.2K +927 New
PO
674
Private Ocean
California
$44.9K
PG
675
Proffitt & Goodson
Tennessee
$41.1K