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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 %
CAM
676
Cresset Asset Management
Illinois
$217K +$217K +3,106 New
CI
677
Cigna Investments
Connecticut
$217K +$217K +3,095 New
BFM
678
Boston Financial Management
Massachusetts
$217K +$217K +3,100 New
XF
679
XML Financial
Maryland
$215K +$215K +3,068 New
1WM
680
1900 Wealth Management
Texas
$214K -$92.4K -1,320 -30%
LCM
681
Landscape Capital Management
New Jersey
$213K +$213K +3,044 New
PVI
682
Pine Valley Investments
New Jersey
$212K +$212K +3,025 New
MMA
683
Miracle Mile Advisors
California
$210K +$210K +3,006 New
CW
684
CreativeOne Wealth
Kansas
$210K +$210K +3,004 New
CYG
685
Clean Yield Group
Vermont
$210K
CW
686
Channel Wealth
California
$210K +$210K +3,000 New
WT
687
Whittier Trust
California
$208K -$17.5K -250 -8%
MCCP
688
Mission Creek Capital Partners
California
$208K +$208K +2,972 New
TFA
689
Toth Financial Advisory
Virginia
$207K -$54.6K -781 -21%
IAS
690
IMA Advisory Services
Colorado
$207K +$207K +2,954 New
BBWP
691
Beacon Bridge Wealth Partners
Pennsylvania
$206K -$29.7K -425 -13%
DWM
692
Destination Wealth Management
California
$206K -$135K -1,930 -40%
DLA
693
Douglas Lane & Associates
New York
$206K +$206K +2,944 New
CCT
694
Capital City Trust
Florida
$206K +$206K +2,940 New
DWP
695
Daymark Wealth Partners
Ohio
$202K +$202K +2,883 New
PA
696
Parallel Advisors
California
$201K -$54.4K -778 -21%
ECM
697
Evergreen Capital Management
Washington
$201K -$57.7K -817 -22%
CGL
698
Clarius Group LLC
Washington
$200K +$200K +2,864 New
NAM
699
NorthCrest Asset Manangement
Minnesota
$200K -$2.43M -34,706 -92%
GM
700
GeoWealth Management
Illinois
$198K +$153K +2,170 +336%