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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
LFG
801
Larson Financial Group
Missouri
$1.64K -$11.9K -217 -88%
TCA
802
Trifecta Capital Advisors
Illinois
$1.53K
CWP
803
Concord Wealth Partners
Virginia
$1.25K
JWM
804
Janiczek Wealth Management
Colorado
$1.08K
VCM
805
Versant Capital Management
Arizona
$1.08K +$164 +3 +19%
BAAM
806
Baker Avenue Asset Management
California
$966
LSA
807
Leonteq Securities AG
Switzerland
$909 -$23K -421 -96%
FGAM
808
Financial Gravity Asset Management
Texas
$362 +$3.12K +57 New
MCM
809
Manchester Capital Management
Vermont
$341 +$328 +6 New
WWM
810
Wolff Wiese Magana
California
$285
CA
811
Crewe Advisors
Utah
$285 +$274 +5 New
VWM
812
Venturi Wealth Management
Texas
$285 +$274 +5 New
EWA
813
EverSource Wealth Advisors
Alabama
$227 +$219 +4 New
KFI
814
Key Financial Inc
Pennsylvania
$57
JMPWA
815
JP Morgan Private Wealth Advisors
California
-$40.9M -773,914 Closed
BEAM
816
Baker Ellis Asset Management
Washington
-$4.09M -77,305 Closed
EPFB
817
Employees Provident Fund Board
Malaysia
-$2.8M -53,000 Closed
CM
818
Caption Management
Oklahoma
-$2.06M -37,688 Closed
VIA
819
Vident Investment Advisory
Georgia
-$1.53M -28,858 Closed
QT
820
Quantbot Technologies
New York
-$1.38M -26,111 Closed
AFA
821
Abacus FCF Advisors
Florida
-$1.16M -21,953 Closed
LC
822
Lavaca Capital
Texas
-$1.05M -19,230 Closed
CAM
823
Cresset Asset Management
Illinois
-$855K -16,001 Closed
YIH
824
Y-Intercept (HK)
Hong Kong
-$831K -15,697 Closed
DEA
825
DoubleLine ETF Adviser
Florida
-$775K -14,641 Closed