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Iron Mountain

772 hedge funds and large institutions have $12.4B invested in Iron Mountain in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
296
Reduced
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
726
Kistler-Tiffany Companies
Pennsylvania
$13K +$114 +2 +0.9%
GEA
727
Glen Eagle Advisors
New Jersey
$11.1K -$21.3K -385 -66%
BWM
728
BerganKDV Wealth Management
Minnesota
$11K +$159 +3 +1%
DAC
729
Dividend Assets Capital
South Carolina
$11K +$5.5K +100 +100%
BBPWM
730
Blue Bell Private Wealth Management
Pennsylvania
$10K +$10K +186 New
FMII
731
Farmers & Merchants Investments Inc
Nebraska
$9K
CFO
732
CVA Family Office
Colorado
$9K +$844 +15 +10%
GKIM
733
GW&K Investment Management
Massachusetts
$9K +$9K +170 New
PWMG
734
Prestige Wealth Management Group
New Jersey
$8K -$1.05K -20 -12%
CHA
735
Carmichael Hill & Associates
Maryland
$8K
KA
736
Kozak & Associates
Colorado
$8K
EARNEST Partners
737
EARNEST Partners
Georgia
$7K
BEI
738
Benjamin Edwards Inc
Missouri
$7K +$55 +1 +0.8%
AssetMark Inc
739
AssetMark Inc
California
$7K +$470 +9 +7%
DHGWA
740
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6K -$4.5K -75 -43%
EIP
741
Ellis Investment Partners
Pennsylvania
$6K
CFFP
742
Center for Financial Planning
Michigan
$6K
ME
743
McIlrath & Eck
Washington
$6K
HC
744
Hoese & Co
Minnesota
$6K
LPWM
745
Lake Point Wealth Management
Texas
$6K
DFCM
746
Dark Forest Capital Management
Puerto Rico
$6K +$5.36K +92 +836%
CAGAS
747
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +104 New
HWMA
748
Heritage Wealth Management (Arizona)
Arizona
$6K +$6K +115 New
Federated Hermes
749
Federated Hermes
Pennsylvania
$5K -$969K -17,634 -99%
ZB
750
Zions Bancorporation
Utah
$5K