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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
726
Plato Investment Management
Australia
$116K +$116K +1,661 New
SNB
727
Security National Bank
Nebraska
$113K +$113K +1,619 New
SIC
728
SJS Investment Consulting
Ohio
$112K
TVWM
729
Tower View Wealth Management
Wisconsin
$111K +$1.26K +18 +1%
GWM
730
Geneos Wealth Management
Colorado
$110K -$276K -3,940 -71%
QCG
731
Quadrant Capital Group
Ohio
$109K +$53.8K +769 +98%
SIM
732
Sentry Investment Management
Wisconsin
$107K -$11.5K -164 -10%
GI
733
GAMMA Investing
California
$105K +$105K +1,559 New
HCM
734
Highlander Capital Management
New Jersey
$105K
FFC
735
First Financial Corp
Indiana
$105K
FFO
736
Fortitude Family Office
Arizona
$103K +$103K +1,473 New
FCMT
737
Founders Capital Management (Texas)
Texas
$98K
KI
738
Kapitalo Investimentos
Brazil
$96.8K +$96.8K +1,383 New
FHA
739
First Horizon Advisors
Tennessee
$94.5K
PFBT
740
Parkside Financial Bank & Trust
Missouri
$93.2K -$3.78K -54 -4%
SCM
741
Silvant Capital Management
Georgia
$91.3K
SSG
742
Summit Securities Group
New York
$91K +$70K +1,000 +333%
CMBA
743
C.M. Bidwell & Associates
Hawaii
$90.6K +$700 +10 +0.8%
FCA
744
FinTrust Capital Advisors
South Carolina
$86.8K
PBK
745
Peoples Bank (Kansas)
Kansas
$86.4K
LFG
746
Larson Financial Group
Missouri
$86.3K -$210 -3 -0.2%
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$81.9K +$12K +171 +17%
HF
748
Halpern Financial
Virginia
$80.3K +$80.3K +1,212 New
GWSG
749
GPS Wealth Strategies Group
Colorado
$79.2K +$490 +7 +0.6%
TIM
750
Thompson Investment Management
Wisconsin
$74.5K +$18.5K +264 +33%