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Iron Mountain

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
726
Grove Bank & Trust
Florida
$11K +$11K +220 New
JWA
727
JFS Wealth Advisors
Pennsylvania
$11K
BWM
728
BerganKDV Wealth Management
Minnesota
$10.7K +$149 +3 +1%
BIA
729
Bell Investment Advisors
California
$9.82K +$3.19K +64 +48%
CFO
730
CVA Family Office
Colorado
$9.72K -$748 -15 -7%
FMII
731
Farmers & Merchants Investments Inc
Nebraska
$9.72K
AssetMark Inc
732
AssetMark Inc
California
$9.17K
KA
733
Kozak & Associates
Colorado
$8K
CHA
734
Carmichael Hill & Associates
Maryland
$7.13K
RA
735
Rise Advisors
New York
$7.1K +$50 +1 +0.7%
GKIM
736
GW&K Investment Management
Massachusetts
$7K
BEI
737
Benjamin Edwards Inc
Missouri
$7K +$105 +2 +2%
HWA
738
HHM Wealth Advisors
Tennessee
$6.88K
EARNEST Partners
739
EARNEST Partners
Georgia
$6.63K
CTA
740
Colonial Trust Advisors
South Carolina
$6.53K +$6.53K +131 New
TWM
741
Tradition Wealth Management
Minnesota
$6K +$1K +20 +20%
PPC
742
Park Place Capital
Alabama
$6K +$6K +130 New
MFT
743
Moisand Fitzgerald Tamayo
Florida
$5.63K +$100 +2 +2%
Cohen & Steers
744
Cohen & Steers
New York
$5K -$32.7M -693,554 -100%
HC
745
Hoese & Co
Minnesota
$5K
ME
746
McIlrath & Eck
Washington
$4.99K
SCA
747
Stonebridge Capital Advisors
Minnesota
$4.87K +$99 +2 +2%
RTL
748
Red Tortoise LLC
Georgia
$4.69K +$4.69K +94 New
MYAM
749
Meiji Yasuda Asset Management
Japan
$4.22K -$16 -317 -0.4%
BC
750
Bartlett & Co
Ohio
$4K