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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
NSIM
701
North Star Investment Management
Illinois
$55.1K
UB
702
UMB Bank
Missouri
$54.8K
SIS
703
Sound Income Strategies
Florida
$52.2K
PO
704
Private Ocean
California
$51.1K
FCA
705
FinTrust Capital Advisors
South Carolina
$49.9K
CA
706
Clearstead Advisors
Ohio
$47.3K -$493 -9 -1%
PG
707
Proffitt & Goodson
Tennessee
$46.9K
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.6K
EBA
709
Eagle Bay Advisors
New York
$46.3K +$43.5K +795 +3,975%
AWM
710
Abound Wealth Management
Tennessee
$45.7K +$602 +11 +1%
TIM
711
Thompson Investment Management
Wisconsin
$45.5K
GIA
712
GHP Investment Advisors
Colorado
$45.1K +$602 +11 +1%
AA
713
AlphaMark Advisors
Kentucky
$44K +$20K +366 +92%
QCG
714
Quadrant Capital Group
Ohio
$43.6K +$5.75K +105 +16%
FWM
715
Focused Wealth Management
New York
$43.1K +$12.3K +224 +42%
CT
716
Cambridge Trust
Massachusetts
$41.8K
TWD
717
True Wealth Design
Ohio
$39K +$438 +8 +1%
AF
718
Advisornet Financial
Minnesota
$38.3K -$657 -12 -2%
AWM
719
AllSquare Wealth Management
New York
$38K -$4.71K -86 -11%
OP
720
ORG Partners
Indiana
$37.5K +$35.9K +656 New
NFSG
721
Newbridge Financial Services Group
Florida
$37.2K -$36.4K -665 -50%
TAM
722
Tucker Asset Management
Colorado
$37.2K -$2.74K -50 -7%
VNA
723
Valley National Advisers
Pennsylvania
$37K
BONH
724
Bank of New Hampshire
New Hampshire
$32.7K +$9.58K +175 +44%
LC
725
Lindbrook Capital
California
$32.1K +$602 +11 +2%