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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
FP
676
Financial Perspectives
Minnesota
$119K
CFB
677
Cullen/Frost Bankers
Texas
$119K
First Manhattan
678
First Manhattan
New York
$119K
AA
679
Addison Advisors
Vermont
$115K -$18.4K -310 -14%
HFM
680
Harvest Fund Management
China
$113K
MMG
681
Monetary Management Group
Missouri
$107K
OCM
682
Orion Capital Management
California
$107K +$107K +1,800 New
FDCDDQ
683
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K -$38.5K -647 -27%
RG
684
Retirement Group
California
$101K +$476 +8 +0.5%
SIM
685
Sentry Investment Management
Wisconsin
$101K -$11.9K -200 -11%
CTC
686
Central Trust Company
Missouri
$99.6K +$2.14K +36 +2%
CA
687
Clearstead Advisors
Ohio
$99K +$49.5K +833 +100%
SIC
688
SJS Investment Consulting
Ohio
$95.1K
T
689
TOBAM
France
$94K
TVWM
690
Tower View Wealth Management
Wisconsin
$94K +$956 +16 +1%
FFC
691
First Financial Corp
Indiana
$89.2K
HCM
692
Highlander Capital Management
New Jersey
$89K +$89K +1,500 New
FCMT
693
Founders Capital Management (Texas)
Texas
$83.2K
PFBT
694
Parkside Financial Bank & Trust
Missouri
$82.4K +$6.72K +113 +9%
FHA
695
First Horizon Advisors
Tennessee
$80.3K
FFA
696
Farther Finance Advisors
California
$79.1K +$19.2K +323 +32%
SCM
697
Silvant Capital Management
Georgia
$77.6K
CMBA
698
C.M. Bidwell & Associates
Hawaii
$76.4K
FCA
699
FinTrust Capital Advisors
South Carolina
$73.7K +$14.3K +240 +24%
LFG
700
Larson Financial Group
Missouri
$73.5K +$71.8K +1,207 +4,162%