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Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
726
Kozak & Associates
Colorado
$7K +$47 +1 +0.7%
GWS
727
Glassman Wealth Services
Virginia
$7K +$2.69K +53 +62%
BIA
728
Bell Investment Advisors
California
$7K +$7K +142 New
CWM
729
Curi Wealth Management
North Carolina
$7K +$6.86K +150 +5,000%
EARNEST Partners
730
EARNEST Partners
Georgia
$6K
BEI
731
Benjamin Edwards Inc
Missouri
$6K +$92 +2 +2%
EIP
732
Ellis Investment Partners
Pennsylvania
$5K
ME
733
McIlrath & Eck
Washington
$5K
LPWM
734
Lake Point Wealth Management
Texas
$5K
CFFP
735
Center for Financial Planning
Michigan
$5K
HC
736
Hoese & Co
Minnesota
$5K
SCA
737
Stonebridge Capital Advisors
Minnesota
$5K +$5K +95 New
HI
738
Hudock Inc
Pennsylvania
$4K +$40 +1 +1%
RA
739
Rise Advisors
New York
$4K +$1.33K +30 +50%
CIM
740
Centersquare Investment Management
Pennsylvania
$4K +$4K +88 New
BCWM
741
Bartlett & Co Wealth Management
Ohio
$3.45K
BC
742
Bartlett & Co
Ohio
$3K
MCM
743
MV Capital Management
Maryland
$3K +$141 +3 +5%
LFG
744
Larson Financial Group
Missouri
$3K +$3K +56 New
SSB
745
Sandy Spring Bank
Maryland
$2K +$44 +1 +2%
EW
746
Evoke Wealth
California
$2K +$350 +7 +21%
KFS
747
Kelly Financial Services
Massachusetts
$1.75K
WIM
748
Westside Investment Management
California
$1.47K
FPS
749
Fieldpoint Private Securities
Connecticut
$1K -$1.16K -29 -54%
JWM
750
Janiczek Wealth Management
Colorado
$1K