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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 %
TCOV
701
Trust Company of Vermont
Vermont
$27.5K
HBW
702
Hazlett, Burt & Watson
West Virginia
$26K
BWM
703
Baystate Wealth Management
Massachusetts
$24K +$265 +5 +1%
BAM
704
Byrne Asset Management
New Jersey
$24K
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8K +$22.8K +430 New
PP
706
PFS Partners
New Jersey
$22.2K
BONH
707
Bank of New Hampshire
New Hampshire
$21.2K
AA
708
AlphaMark Advisors
Kentucky
$21K
FPFS
709
First Personal Financial Services
North Carolina
$20.6K -$17.9K -338 -46%
FCT
710
First Community Trust
Iowa
$20.4K
SL
711
Savior LLC
Massachusetts
$20.1K
PSB
712
Piscataqua Savings Bank
New Hampshire
$18.7K
GM
713
GeoWealth Management
Illinois
$18K -$2.53K -48 -12%
WTC
714
WhitTier Trust Company
Nevada
$17.4K
BTI
715
Blue Trust Inc
Georgia
$17K -$75.8K -1,494 -82%
WWP
716
WR Wealth Planners
Missouri
$15.9K +$15.9K +300 New
IWP
717
IAG Wealth Partners
Wisconsin
$15.6K
C
718
Covestor
United Kingdom
$15K -$4.38K -82 -23%
IFAM
719
Institutional & Family Asset Management
Colorado
$14.5K
LS
720
Livforsakringsbolaget Skandia
Sweden
$13.9K
CFO
721
CVA Family Office
Colorado
$13.5K +$3.18K +60 +31%
HIA
722
Harbor Investment Advisory
Maryland
$13.4K -$1.16K -22 -8%
WIM
723
Westside Investment Management
California
$13.2K
LFG
724
Larson Financial Group
Missouri
$13K +$1.06K +20 +9%
KTC
725
Kistler-Tiffany Companies
Pennsylvania
$12.7K +$159 +3 +1%