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Iron Mountain

816 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
726
Financial Avengers
California
$31.9K +$383 +7 +1%
WB
727
Webster Bank
Connecticut
$31.6K
PG
728
Prostatis Group
Maryland
$30.3K +$741K +13,539 New
CWM
729
Compass Wealth Management
Connecticut
$29.8K
SS
730
Sunbelt Securities
Texas
$29.3K -$63.2K -1,154 -69%
BC
731
Barrett & Company
Rhode Island
$28.4K +$27.4K +500 New
HBW
732
Hazlett, Burt & Watson
West Virginia
$28K
BWM
733
Baystate Wealth Management
Massachusetts
$26.1K +$328 +6 +1%
BAM
734
Byrne Asset Management
New Jersey
$26K
TCOV
735
Trust Company of Vermont
Vermont
$25.6K -$3.83K -70 -13%
FCAG
736
First Capital Advisors Group
New Jersey
$24.9K +$24K +438 New
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.4K
PP
738
PFS Partners
New Jersey
$23.8K
CI Investments Inc
739
CI Investments Inc
Ontario, Canada
$23K +$21.5K +392 +2,450%
FPFS
740
First Personal Financial Services
North Carolina
$22.2K
FCT
741
First Community Trust
Iowa
$21.9K
FAM
742
Fred Alger Management
New York
$21.4K +$20.6K +376 New
SCA
743
Stonebridge Capital Advisors
Minnesota
$20.6K +$14.5K +264 +267%
PSB
744
Piscataqua Savings Bank
New Hampshire
$20.1K
CT
745
Caldwell Trust
Florida
$19.9K
WTC
746
WhitTier Trust Company
Nevada
$18.7K
GWS
747
Glassman Wealth Services
Virginia
$18.1K +$4.98K +91 +40%
GM
748
GeoWealth Management
Illinois
$18K -$1.37K -25 -7%
CAL
749
Capital Analysts LLC
Pennsylvania
$18K +$17.3K +316 New
WWP
750
WR Wealth Planners
Missouri
$17K