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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
IWP
751
IAG Wealth Partners
Wisconsin
$16.8K
GKIM
752
GW&K Investment Management
Massachusetts
$16K +$7.5K +137 +98%
IFAM
753
Institutional & Family Asset Management
Colorado
$15.5K
LS
754
Livforsakringsbolaget Skandia
Sweden
$15K
CFO
755
CVA Family Office
Colorado
$14.5K
C
756
Covestor
United Kingdom
$14K -$1.64K -30 -11%
CG
757
Cutler Group
California
$14K +$4.49K +82 +49%
QC
758
Quent Capital
New York
$13.6K
Allianz Asset Management
759
Allianz Asset Management
Germany
$13.1K -$4.45M -81,345 -26%
ZB
760
Zions Bancorporation
Utah
$13K -$602 -11 -5%
BWM
761
BerganKDV Wealth Management
Minnesota
$12.5K +$164 +3 +1%
JWA
762
JFS Wealth Advisors
Pennsylvania
$12.5K
HIA
763
Harbor Investment Advisory
Maryland
$12.3K -$1.97K -36 -14%
CCM
764
Chilton Capital Management
Texas
$11.6K
FMII
765
Farmers & Merchants Investments Inc
Nebraska
$11.1K
SV
766
Sturgeon Ventures
United Kingdom
$10.7K +$10.1K +185 New
HWA
767
HHM Wealth Advisors
Tennessee
$10.5K
PWMG
768
Prestige Wealth Management Group
New Jersey
$10.3K
SF
769
Safeguard Financial
Wisconsin
$10K +$10.6K +193 New
CAM
770
Chesapeake Asset Management
New York
$9.66K
KA
771
Kozak & Associates
Colorado
$9.06K +$109 +2 +1%
HIIFS
772
Harel Insurance Investments & Financial Services
Israel
$9K
CMP
773
Coston McIsaac & Partners
Maine
$9K +$109 +2 +1%
CHA
774
Carmichael Hill & Associates
Maryland
$8.13K
PPC
775
Park Place Capital
Alabama
$8.01K +$493 +9 +7%