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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 %
CTA
751
Colonial Trust Advisors
South Carolina
$6.09K -$847 -16 -12%
TWM
752
Tradition Wealth Management
Minnesota
$6K
MFT
753
Moisand Fitzgerald Tamayo
Florida
$5.98K
M
754
MOTCO
Texas
$5.98K +$5.98K +113 New
Capstone Investment Advisors
755
Capstone Investment Advisors
New York
$5.82K -$219K -4,143 -97%
ME
756
McIlrath & Eck
Washington
$5.29K
CIA
757
Cape Investment Advisory
Georgia
$5.29K +$5.29K +100 New
HC
758
Hoese & Co
Minnesota
$5.28K
SCA
759
Stonebridge Capital Advisors
Minnesota
$5.23K +$53 +1 +1%
RTL
760
Red Tortoise LLC
Georgia
$4.97K
MCM
761
MV Capital Management
Maryland
$4.23K +$212 +4 +5%
BC
762
Bartlett & Co
Ohio
$4K
BCWM
763
Bartlett & Co Wealth Management
Ohio
$3.75K
SSB
764
Sandy Spring Bank
Maryland
$2.46K
HCM
765
Hollencrest Capital Management
California
$2.33K
KFS
766
Kelly Financial Services
Massachusetts
$1.91K
TCA
767
Trifecta Capital Advisors
Illinois
$1.43K
CAC
768
Core Alternative Capital
Georgia
$1.32K +$1.32K +25 New
CWP
769
Concord Wealth Partners
Virginia
$1.16K
EBA
770
Eagle Bay Advisors
New York
$1.06K
JWM
771
Janiczek Wealth Management
Colorado
$1K
CI Investments Inc
772
CI Investments Inc
Ontario, Canada
$1K
SIA
773
SkyView Investment Advisors
New Jersey
$1K +$1K +22 New
RMC
774
Resources Management Corp
Connecticut
$1K +$1K +33 New
BAAM
775
Baker Avenue Asset Management
California
$899