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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
BEI
776
Benjamin Edwards Inc
Missouri
$8K +$109 +2 +1%
AIM
777
Anchor Investment Management
South Carolina
$7.67K +$7.39K +135 New
EARNEST Partners
778
EARNEST Partners
Georgia
$7.56K
OC
779
Oakworth Capital
Alabama
$7.56K +$7.28K +133 New
BIA
780
Bell Investment Advisors
California
$7.16K +$493 +9 +8%
AssetMark Inc
781
AssetMark Inc
California
$7.1K -$328 -6 -5%
TWM
782
Tradition Wealth Management
Minnesota
$7K +$55 +1 +0.8%
CTA
783
Colonial Trust Advisors
South Carolina
$6.53K
MFT
784
Moisand Fitzgerald Tamayo
Florida
$6.42K
AWM
785
Ameliora Wealth Management
Switzerland
$5.68K -$82.1K -1,500 -94%
ME
786
McIlrath & Eck
Washington
$5.68K
HC
787
Hoese & Co
Minnesota
$5.68K
RTL
788
Red Tortoise LLC
Georgia
$5.34K
BTI
789
Blue Trust Inc
Georgia
$5K -$13.1K -239 -71%
MCM
790
MV Capital Management
Maryland
$4.72K +$164 +3 +4%
BF
791
BOK Financial
Oklahoma
$4.72K -$27.7K -506 -86%
QL
792
Quarry LP
New York
$4.49K +$4.33K +79 New
BCWM
793
Bartlett & Co Wealth Management
Ohio
$4.02K
BC
794
Bartlett & Co
Ohio
$4K
SIA
795
SkyView Investment Advisors
New Jersey
$3K +$1.26K +23 +105%
RA
796
Rise Advisors
New York
$2.91K -$5.09K -93 -65%
CSC
797
Caldwell Sutter Capital
California
$2.84K +$2.74K +50 New
SSB
798
Sandy Spring Bank
Maryland
$2.67K +$55 +1 +2%
KFS
799
Kelly Financial Services
Massachusetts
$2.05K
HCM
800
Hollencrest Capital Management
California
$1.65K -$821 -15 -34%