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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
T
676
TOBAM
France
$90K
TVWM
677
Tower View Wealth Management
Wisconsin
$89K +$1.04K +19 +1%
FFC
678
First Financial Corp
Indiana
$85.2K
AF
679
Allworth Financial
California
$80.9K +$31K +566 +66%
FCMT
680
Founders Capital Management (Texas)
Texas
$79.5K
FHA
681
First Horizon Advisors
Tennessee
$76.7K
SCM
682
Silvant Capital Management
Georgia
$74.2K
CMBA
683
C.M. Bidwell & Associates
Hawaii
$73K
PFBT
684
Parkside Financial Bank & Trust
Missouri
$72.3K +$5.2K +95 +8%
AW
685
Avion Wealth
Texas
$72K
DGAM
686
Desjardins Global Asset Management
Quebec, Canada
$70.7K -$113K -2,063 -62%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$69.4K +$14K +255 +26%
WAM
688
Worth Asset Management
Texas
$65.1K +$62.7K +1,145 New
GWSG
689
GPS Wealth Strategies Group
Colorado
$63.5K +$438 +8 +0.7%
Loomis, Sayles & Company
690
Loomis, Sayles & Company
Massachusetts
$63K +$60.3K +1,101 New
WTG
691
West Tower Group
Virginia
$61.6K +$59.4K +1,085 New
SSG
692
Summit Securities Group
New York
$61K -$79.8K -1,457 -57%
SC
693
Sawyer & Company
Massachusetts
$61K
CWC
694
Carolinas Wealth Consulting
North Carolina
$59K -$13.7K -250 -20%
BHWM
695
Bay Harbor Wealth Management
Maryland
$58.6K -$4.11K -75 -7%
SN
696
Sittner & Nelson
Oregon
$58.3K
FFA
697
Farther Finance Advisors
California
$57.3K +$15.3K +280 +38%
QPBE
698
Quintet Private Bank (Europe)
Luxembourg
$56.8K -$11.1K -202 -17%
HCP
699
Hexagon Capital Partners
Arkansas
$56.8K
CSS
700
Cubist Systematic Strategies
Connecticut
$56.8K +$54.7K +1,000 New