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Iron Mountain

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
751
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$207K +2,581 New
TFA
752
Toth Financial Advisory
Virginia
$207K -$30.6K -381 -13%
CPA
753
Cardiff Park Advisors
California
$207K +$207K +2,578 New
HKIMG
754
Hutchens & Kramer Investment Management Group
Indiana
$206K +$206K +2,595 New
SF
755
Symphony Financial
Texas
$206K -$918K -11,445 -82%
CGL
756
Clarius Group LLC
Washington
$205K -$25K -312 -11%
PIA
757
Perennial Investment Advisors
California
$203K +$203K +2,528 New
JIC
758
Johnson Investment Counsel
Ohio
$202K +$202K +2,516 New
DWM
759
Dakota Wealth Management
Florida
$201K -$79.4K -990 -28%
BIG
760
Brooklyn Investment Group
New York
$201K +$201K +2,525 New
PAS
761
Point72 Asia (Singapore)
Singapore
$193K +$193K +2,407 New
FFA
762
Farther Finance Advisors
California
$191K -$9.7K -122 -5%
CTC
763
Central Trust Company
Missouri
$175K -$16K -200 -8%
NL
764
NVWM LLC
Pennsylvania
$174K
MIA
765
MeadowBrook Investment Advisors
Michigan
$173K -$10.4K -130 -6%
MG
766
Mather Group
Illinois
$167K +$167K +2,382 New
Capstone Investment Advisors
767
Capstone Investment Advisors
New York
$165K +$165K +2,059 New
BWP
768
Baldwin Wealth Partners
Massachusetts
$161K
FP
769
Financial Perspectives
Minnesota
$160K
CFB
770
Cullen/Frost Bankers
Texas
$160K
DMBA
771
Deseret Mutual Benefit Administrators
Utah
$160K +$15.3K +191 +11%
First Manhattan
772
First Manhattan
New York
$160K
FDCDDQ
773
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K +$28.2K +389 +21%
IGWM
774
ICA Group Wealth Management
Colorado
$157K -$18.6K -232 -11%
AA
775
Addison Advisors
Vermont
$156K