IRM icon

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 %
CWC
751
Carolinas Wealth Consulting
North Carolina
$74.2K
AW
752
Avion Wealth
Texas
$74K -$2.39K -34 -3%
BHWM
753
Bay Harbor Wealth Management
Maryland
$73.2K +$71 +1 +0.1%
Group One Trading
754
Group One Trading
Illinois
$72.6K +$72.6K +1,037 New
SN
755
Sittner & Nelson
Oregon
$71.8K
HCP
756
Hexagon Capital Partners
Arkansas
$70K
PGAM
757
Princeton Global Asset Management
New Jersey
$70K +$70K +1,000 New
LA
758
LM Advisors
California
$70K +$70K +1,000 New
NSIM
759
North Star Investment Management
Illinois
$67.9K
UB
760
UMB Bank
Missouri
$67.5K
SSB
761
Sandy Spring Bank
Maryland
$64.6K +$54.2K +775 +524%
SIS
762
Sound Income Strategies
Florida
$64.3K
SAM
763
Smartleaf Asset Management
Massachusetts
$63.8K +$63.8K +904 New
IBOK
764
Independence Bank of Kentucky
Kentucky
$63.3K +$63.3K +905 New
PO
765
Private Ocean
California
$63K
RIL
766
Rothschild Investment LLC
Illinois
$61.6K +$61.6K +880 New
T
767
TOBAM
France
$60K -$50.3K -724 -46%
CA
768
Clearstead Advisors
Ohio
$59.8K -$56.8K -811 -49%
PG
769
Proffitt & Goodson
Tennessee
$57.7K
CI Investments Inc
770
CI Investments Inc
Ontario, Canada
$57K +$25.7K +365 +82%
BONH
771
Bank of New Hampshire
New Hampshire
$55.6K +$15.4K +220 +38%
AA
772
AlphaMark Advisors
Kentucky
$55K +$140 +2 +0.3%
SC
773
Sawyer & Company
Massachusetts
$54K -$20.9K -300 -28%
AWM
774
Abound Wealth Management
Tennessee
$53.1K -$3.22K -46 -6%
FWM
775
Focused Wealth Management
New York
$53.1K