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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 %
AGWCA
701
Annis Gardner Whiting Capital Advisors
Florida
$187K -$15.2K -215 -8%
PCM
702
Penserra Capital Management
California
$183K -$34.9K -503 -16%
BI
703
Bramshill Investments
Florida
$182K -$5.73K -87 -3%
FFA
704
Farther Finance Advisors
California
$176K +$83.2K +1,189 +89%
CTC
705
Central Trust Company
Missouri
$167K +$49.4K +706 +42%
MIA
706
MeadowBrook Investment Advisors
Michigan
$160K +$160K +2,285 New
PE
707
Point72 Europe
United Kingdom
$160K +$160K +2,280 New
NMM
708
Naples Money Management
Florida
$159K +$159K +2,272 New
IGWM
709
ICA Group Wealth Management
Colorado
$153K +$153K +2,189 New
NL
710
NVWM LLC
Pennsylvania
$152K
BWP
711
Baldwin Wealth Partners
Massachusetts
$141K
FP
712
Financial Perspectives
Minnesota
$140K
CFB
713
Cullen/Frost Bankers
Texas
$140K
First Manhattan
714
First Manhattan
New York
$140K
AA
715
Addison Advisors
Vermont
$136K
HFM
716
Harvest Fund Management
China
$134K
FDCDDQ
717
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K +$2.38K +34 +2%
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$126K -$51.3K -733 -29%
IRC
719
Investors Research Corp
Georgia
$126K -$170K -2,426 -57%
OCM
720
Orion Capital Management
California
$126K
MMG
721
Monetary Management Group
Missouri
$126K
EDRH
722
Edmond de Rothschild Holding
Switzerland
$124K +$124K +1,773 New
RG
723
Retirement Group
California
$120K +$560 +8 +0.5%
EBA
724
Eagle Bay Advisors
New York
$118K -$25.4K -363 -18%
NP
725
Ninepoint Partners
Ontario, Canada
$117K -$33.4K -477 -22%