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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 %
AG
676
AIA Group
Hong Kong
$49.6K
SIS
677
Sound Income Strategies
Florida
$48.6K -$8.83K -167 -15%
PO
678
Private Ocean
California
$47.6K
AF
679
Allworth Financial
California
$45.4K +$23.4K +442 +106%
CA
680
Clearstead Advisors
Ohio
$44.6K -$793K -14,991 -95%
PG
681
Proffitt & Goodson
Tennessee
$43.7K
BCMLT
682
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.4K
TIM
683
Thompson Investment Management
Wisconsin
$42.3K +$42.3K +800 New
AWM
684
AllSquare Wealth Management
New York
$42.2K
AWM
685
Abound Wealth Management
Tennessee
$42K
CT
686
Cambridge Trust
Massachusetts
$38.9K
GIA
687
GHP Investment Advisors
Colorado
$38.8K +$4.92K +93 +15%
FFA
688
Farther Finance Advisors
California
$38.5K +$9.84K +186 +34%
TAM
689
Tucker Asset Management
Colorado
$37.3K +$2.65K +50 +8%
AF
690
Advisornet Financial
Minnesota
$36.3K -$4.55K -86 -11%
KM
691
Kalos Management
Georgia
$36.2K +$36.2K +684 New
TWD
692
True Wealth Design
Ohio
$35.9K +$423 +8 +1%
QCG
693
Quadrant Capital Group
Ohio
$35K +$17.3K +327 +98%
VNA
694
Valley National Advisers
Pennsylvania
$35K
BF
695
BOK Financial
Oklahoma
$31.2K +$31.2K +589 New
WB
696
Webster Bank
Connecticut
$29.5K
FA
697
Financial Avengers
California
$29.4K +$370 +7 +1%
LC
698
Lindbrook Capital
California
$29.3K +$265 +5 +0.9%
FWM
699
Focused Wealth Management
New York
$28.3K -$4.6K -87 -14%
CWM
700
Compass Wealth Management
Connecticut
$27.8K