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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 %
SV
776
Sturgeon Ventures
United Kingdom
$11K
HWA
777
HHM Wealth Advisors
Tennessee
$10.9K
PWMG
778
Prestige Wealth Management Group
New Jersey
$10.8K
CMP
779
Coston McIsaac & Partners
Maine
$10K +$113 +2 +1%
PWMG
780
Provence Wealth Management Group
California
$9.47K +$9.47K +159 New
KA
781
Kozak & Associates
Colorado
$9.39K +$232 +4 +3%
AssetMark Inc
782
AssetMark Inc
California
$9.13K +$1.72K +29 +23%
SSB
783
Sandy Spring Bank
Maryland
$8.77K +$5.99K +101 +215%
CHA
784
Carmichael Hill & Associates
Maryland
$8.5K
PPC
785
Park Place Capital
Alabama
$8.38K
AIM
786
Anchor Investment Management
South Carolina
$8.03K
BEI
787
Benjamin Edwards Inc
Missouri
$8K +$58 +1 +0.7%
EARNEST Partners
788
EARNEST Partners
Georgia
$7.91K
BIA
789
Bell Investment Advisors
California
$7.13K -$357 -6 -5%
TWM
790
Tradition Wealth Management
Minnesota
$7K +$57 +1 +0.8%
MFT
791
Moisand Fitzgerald Tamayo
Florida
$6.72K
NRG
792
Nemes Rush Group
Michigan
$6.72K +$6.72K +113 New
CTA
793
Colonial Trust Advisors
South Carolina
$6.66K -$178 -3 -3%
BTI
794
Blue Trust Inc
Georgia
$6K +$1.2K +24 +25%
ME
795
McIlrath & Eck
Washington
$5.95K
HC
796
Hoese & Co
Minnesota
$5.95K
AWM
797
Ameliora Wealth Management
Switzerland
$5.95K
RTL
798
Red Tortoise LLC
Georgia
$5.59K
MCM
799
MV Capital Management
Maryland
$4.94K
BCWM
800
Bartlett & Co Wealth Management
Ohio
$4.21K