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Iron Mountain

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TVWM
651
Tower View Wealth Management
Wisconsin
$81K
FFC
652
First Financial Corp
Indiana
$79.4K
PCM
653
Penserra Capital Management
California
$78K
SC
654
Schubert & Co
Texas
$74.5K +$900 +17 +1%
FCMT
655
Founders Capital Management (Texas)
Texas
$74K
Federated Hermes
656
Federated Hermes
Pennsylvania
$72.4K +$72.4K +1,368 New
FHA
657
First Horizon Advisors
Tennessee
$71.4K -$1.06K -20 -1%
NFSG
658
Newbridge Financial Services Group
Florida
$69.9K -$18.3K -346 -21%
SCM
659
Silvant Capital Management
Georgia
$69.2K
CWC
660
Carolinas Wealth Consulting
North Carolina
$68.4K +$214 +4 +0.3%
CMBA
661
C.M. Bidwell & Associates
Hawaii
$68K
QPBE
662
Quintet Private Bank (Europe)
Luxembourg
$63.2K +$63.2K +1,194 New
AW
663
Avion Wealth
Texas
$63K
PFBT
664
Parkside Financial Bank & Trust
Missouri
$62.3K -$4.39K -83 -7%
IGWM
665
ICA Group Wealth Management
Colorado
$60.1K -$109K -2,054 -64%
GWSG
666
GPS Wealth Strategies Group
Colorado
$58.8K +$58.8K +1,110 New
BHWM
667
Bay Harbor Wealth Management
Maryland
$58.7K +$107 +2 +0.2%
SC
668
Sawyer & Company
Massachusetts
$56K
SN
669
Sittner & Nelson
Oregon
$54.3K +$635 +12 +1%
HCP
670
Hexagon Capital Partners
Arkansas
$52.9K
NSIM
671
North Star Investment Management
Illinois
$51.3K
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$51.1K +$11.3K +213 +28%
UB
673
UMB Bank
Missouri
$51K -$529 -10 -1%
TWA
674
TCI Wealth Advisors
Arizona
$50K
FCA
675
FinTrust Capital Advisors
South Carolina
$49.9K