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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
651
Dakota Wealth Management
Florida
$245K -$72.8K -1,041 -23%
BCMO
652
Buckingham Capital Management (Ohio)
Ohio
$244K +$244K +3,483 New
CG
653
Caprock Group
Idaho
$244K +$244K +3,449 New
LIG
654
Lokken Investment Group
Delaware
$243K
BP
655
Ballentine Partners
Massachusetts
$241K +$241K +3,446 New
RMDI
656
R.M. Davis Inc
Maine
$239K
PCOC
657
Power Corp of Canada
Canada
$239K +$239K +3,416 New
IAIM
658
International Assets Investment Management
Florida
$237K +$237K +3,388 New
HNB
659
Huntington National Bank
Ohio
$235K -$86.4K -1,235 -27%
RIS
660
Retirement Income Solutions
Michigan
$234K -$45.5K -650 -16%
AMG
661
Advisors Management Group
Wisconsin
$232K -$13.3K -189 -5%
ARC
662
Advisor Resource Council
Texas
$231K +$231K +3,305 New
CBTWT
663
Community Bank & Trust (Waco, Texas)
Texas
$231K +$231K +3,300 New
JCM
664
Jacobi Capital Management
Pennsylvania
$230K +$230K +3,288 New
KWS
665
Keystone Wealth Services
California
$228K +$228K +3,258 New
AIP
666
Ameritas Investment Partners
Nebraska
$227K -$23.2K -332 -9%
MYAM
667
Meiji Yasuda Asset Management
Japan
$225K -$5.68M -81,159 -96%
GA
668
Geller Advisors
New York
$225K -$22.8K -323 -9%
CCG
669
Cypress Capital Group
Florida
$224K +$224K +3,200 New
AA
670
Apriem Advisors
California
$224K +$224K +3,200 New
Kovitz Investment Group Partners
671
Kovitz Investment Group Partners
Illinois
$223K +$223K +3,191 New
WBC
672
Westpac Banking Corp
Australia
$220K
SFG
673
Sovereign Financial Group
Connecticut
$220K +$220K +3,141 New
RZH
674
Relyea Zuckerberg Hanson
Connecticut
$218K +$218K +3,121 New
P
675
&Partners
Tennessee
$217K +$217K +3,110 New