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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 %
MME
776
Meag Munich Ergo
Germany
$149K +$149K +1,857 New
GI
777
GAMMA Investing
California
$145K +$19.8K +247 +16%
MMG
778
Monetary Management Group
Missouri
$144K
T
779
TOBAM
France
$142K +$72.9K +911 +106%
RG
780
Retirement Group
California
$138K +$481 +6 +0.3%
EBA
781
Eagle Bay Advisors
New York
$137K +$1.13K +14 +0.8%
MRCM
782
M&R Capital Management
New Jersey
$136K -$342K -4,267 -72%
NP
783
Ninepoint Partners
Ontario, Canada
$134K
PIM
784
Plato Investment Management
Australia
$133K
SNB
785
Security National Bank
Nebraska
$130K
TVWM
786
Tower View Wealth Management
Wisconsin
$129K +$1.2K +15 +0.9%
SIC
787
SJS Investment Consulting
Ohio
$128K
SIM
788
Sentry Investment Management
Wisconsin
$123K
QCG
789
Quadrant Capital Group
Ohio
$121K -$3.93K -49 -3%
FFC
790
First Financial Corp
Indiana
$120K
HCM
791
Highlander Capital Management
New Jersey
$120K
FFO
792
Fortitude Family Office
Arizona
$118K
FHA
793
First Horizon Advisors
Tennessee
$108K
PFBT
794
Parkside Financial Bank & Trust
Missouri
$106K -$882 -11 -0.8%
SCM
795
Silvant Capital Management
Georgia
$104K
OCM
796
Orion Capital Management
California
$104K -$40.1K -500 -28%
PBK
797
Peoples Bank (Kansas)
Kansas
$99.1K
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$98.4K +$4.49K +56 +5%
HF
799
Halpern Financial
Virginia
$96K
CWC
800
Carolinas Wealth Consulting
North Carolina
$89.8K +$4.93K +61 +6%