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Iron Mountain

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
726
Zions Bancorporation
Utah
$12.7K -$1.32K -25 -9%
QC
727
Quent Capital
New York
$12.7K
GWS
728
Glassman Wealth Services
Virginia
$12.1K
JWA
729
JFS Wealth Advisors
Pennsylvania
$11.6K
BWM
730
BerganKDV Wealth Management
Minnesota
$11.5K +$106 +2 +0.9%
CCM
731
Chilton Capital Management
Texas
$10.8K +$10.8K +205 New
FMII
732
Farmers & Merchants Investments Inc
Nebraska
$10.3K
Commonwealth Equity Services
733
Commonwealth Equity Services
Massachusetts
$10.1K +$275 +5,191 +3%
HWA
734
HHM Wealth Advisors
Tennessee
$9.74K +$2.43K +46 +33%
PWMG
735
Prestige Wealth Management Group
New Jersey
$9.58K -$4.02K -75 -30%
NIC
736
Northwest Investment Counselors
Oregon
$9.44K +$9.44K +178 New
CMP
737
Coston McIsaac & Partners
Maine
$9K +$104 +2 +1%
KA
738
Kozak & Associates
Colorado
$8.27K +$106 +2 +1%
RCM
739
Rain Capital Management
Oregon
$8.04K +$8.04K +152 New
CG
740
Cutler Group
California
$8K -$6.76K -142 -46%
HIIFS
741
Harel Insurance Investments & Financial Services
Israel
$8K -$6K -120 -43%
RA
742
Rise Advisors
New York
$7.63K +$106 +2 +1%
CHA
743
Carmichael Hill & Associates
Maryland
$7.57K
EARNEST Partners
744
EARNEST Partners
Georgia
$7.04K
GKIM
745
GW&K Investment Management
Massachusetts
$7K
BEI
746
Benjamin Edwards Inc
Missouri
$7K +$104 +2 +2%
HGERS
747
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7K +138 New
PPC
748
Park Place Capital
Alabama
$6.98K +$106 +2 +2%
AssetMark Inc
749
AssetMark Inc
California
$6.93K -$2.8K -53 -29%
BIA
750
Bell Investment Advisors
California
$6.19K -$4.23K -80 -41%