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Iron Mountain

816 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
651
Deseret Mutual Benefit Administrators
Utah
$187K -$1.15K -21 -0.6%
WT
652
Whittier Trust
California
$181K
CYG
653
Clean Yield Group
Vermont
$170K
NP
654
Ninepoint Partners
Ontario, Canada
$151K -$27.9K -509 -16%
FDCDDQ
655
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K
AA
656
Addison Advisors
Vermont
$128K +$10.9K +200 +10%
IGWM
657
ICA Group Wealth Management
Colorado
$124K +$57.7K +1,054 +93%
NL
658
NVWM LLC
Pennsylvania
$124K
MME
659
Meag Munich Ergo
Germany
$119K +$114K +2,089 New
AAP
660
Arax Advisory Partners
Colorado
$115K +$3.67K +67 +3%
VCM
661
Vigilant Capital Management
Maine
$115K
BWP
662
Baldwin Wealth Partners
Massachusetts
$114K
CFB
663
Cullen/Frost Bankers
Texas
$114K -$876 -16 -0.8%
FP
664
Financial Perspectives
Minnesota
$114K
First Manhattan
665
First Manhattan
New York
$113K
Bank Julius Baer & Co
666
Bank Julius Baer & Co
Switzerland
$112K +$107K +1,963 New
WP
667
WealthPLAN Partners
Nebraska
$111K
HFM
668
Harvest Fund Management
China
$108K
SIM
669
Sentry Investment Management
Wisconsin
$108K
MMG
670
Monetary Management Group
Missouri
$102K
VSQM
671
V-Square Quantitative Management
Illinois
$99.7K +$96.1K +1,755 New
RG
672
Retirement Group
California
$96.6K +$438 +8 +0.5%
CTC
673
Central Trust Company
Missouri
$93.2K
SWM
674
Spire Wealth Management
Virginia
$91.6K +$109 +2 +0.1%
SIC
675
SJS Investment Consulting
Ohio
$90.9K