IRM icon

Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
751
EverSource Wealth Advisors
Alabama
$24K +$23.8K +400 +10,000%
CH
752
Canton Hathaway
Rhode Island
$24K +$24K +400 New
AF
753
Advisornet Financial
Minnesota
$23.8K -$16.3K -274 -41%
GWS
754
Glassman Wealth Services
Virginia
$23.4K +$4.4K +74 +23%
FCT
755
First Community Trust
Iowa
$22.9K
SCA
756
Stonebridge Capital Advisors
Minnesota
$21.6K
PSB
757
Piscataqua Savings Bank
New Hampshire
$21K
WTC
758
WhitTier Trust Company
Nevada
$19.6K
CAL
759
Capital Analysts LLC
Pennsylvania
$19K +$119 +2 +0.6%
SSG
760
Summit Securities Group
New York
$18K -$46.9K -781 -72%
FGAM
761
Financial Gravity Asset Management
Texas
$17.8K +$14.5K +249 +437%
WWP
762
WR Wealth Planners
Missouri
$17.8K
IWP
763
IAG Wealth Partners
Wisconsin
$17.5K
DGAM
764
Desjardins Global Asset Management
Quebec, Canada
$17.4K -$56.6K -952 -76%
FPFS
765
First Personal Financial Services
North Carolina
$17.2K -$5.95K -100 -26%
GKIM
766
GW&K Investment Management
Massachusetts
$17K +$122 +2 +0.7%
IFAM
767
Institutional & Family Asset Management
Colorado
$16.3K
Loomis, Sayles & Company
768
Loomis, Sayles & Company
Massachusetts
$16K -$49.5K -832 -76%
LS
769
Livforsakringsbolaget Skandia
Sweden
$15.7K
C
770
Covestor
United Kingdom
$15K -$305 -5 -2%
QC
771
Quent Capital
New York
$14.3K
ZB
772
Zions Bancorporation
Utah
$13.6K
JWA
773
JFS Wealth Advisors
Pennsylvania
$13.1K
CCM
774
Chilton Capital Management
Texas
$12.2K
FMII
775
Farmers & Merchants Investments Inc
Nebraska
$12.2K +$594 +10 +5%