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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 %
PBK
701
Peoples Bank (Kansas)
Kansas
$73.4K +$73.4K +1,235 New
GWSG
702
GPS Wealth Strategies Group
Colorado
$66.8K +$357 +6 +0.5%
AW
703
Avion Wealth
Texas
$64K -$10.6K -181 -14%
SC
704
Sawyer & Company
Massachusetts
$64K
BHWM
705
Bay Harbor Wealth Management
Maryland
$62.2K +$841 +14 +1%
CWC
706
Carolinas Wealth Consulting
North Carolina
$62K +$1.3K +22 +2%
SN
707
Sittner & Nelson
Oregon
$61K
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$59.5K -$13.1K -221 -18%
HCP
709
Hexagon Capital Partners
Arkansas
$59.5K
QPBE
710
Quintet Private Bank (Europe)
Luxembourg
$59.4K +$416 +7 +0.7%
NSIM
711
North Star Investment Management
Illinois
$57.7K
UB
712
UMB Bank
Missouri
$57.3K
SIS
713
Sound Income Strategies
Florida
$54.6K
AF
714
Allworth Financial
California
$53.7K -$30.9K -520 -37%
PO
715
Private Ocean
California
$53.5K
PG
716
Proffitt & Goodson
Tennessee
$49K
AWM
717
Abound Wealth Management
Tennessee
$47.8K +$59 +1 +0.1%
TIM
718
Thompson Investment Management
Wisconsin
$47.6K
AA
719
AlphaMark Advisors
Kentucky
$47K +$1.08K +18 +2%
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.6K
QCG
721
Quadrant Capital Group
Ohio
$46.6K +$952 +16 +2%
GIA
722
GHP Investment Advisors
Colorado
$45.3K +$362 +6 +0.8%
FWM
723
Focused Wealth Management
New York
$45.1K
CT
724
Cambridge Trust
Massachusetts
$43.7K
AWM
725
AllSquare Wealth Management
New York
$42.3K