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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 %
FCAS
801
First Command Advisory Services
Texas
$88.2K +$88.2K +1,100 New
AW
802
Avion Wealth
Texas
$86K +$1.37K +17 +2%
TIM
803
Thompson Investment Management
Wisconsin
$85.3K
BHWM
804
Bay Harbor Wealth Management
Maryland
$82.6K -$1.21K -15 -1%
SN
805
Sittner & Nelson
Oregon
$82.3K
FCA
806
FinTrust Capital Advisors
South Carolina
$80.2K -$19.3K -240 -19%
PGAM
807
Princeton Global Asset Management
New Jersey
$80.2K
HCP
808
Hexagon Capital Partners
Arkansas
$80.2K
SAM
809
Smartleaf Asset Management
Massachusetts
$78.3K +$5.85K +73 +8%
UB
810
UMB Bank
Missouri
$78K +$642 +8 +0.8%
JWA
811
JFS Wealth Advisors
Pennsylvania
$76.9K +$57.8K +721 +303%
SSB
812
Sandy Spring Bank
Maryland
$74.1K +$80 +1 +0.1%
EWA
813
EverSource Wealth Advisors
Alabama
$74K +$46.5K +600 +169%
SIS
814
Sound Income Strategies
Florida
$73.7K
IBOK
815
Independence Bank of Kentucky
Kentucky
$72.6K
PO
816
Private Ocean
California
$72.2K
RIL
817
Rothschild Investment LLC
Illinois
$71.8K +$1.2K +15 +2%
PG
818
Proffitt & Goodson
Tennessee
$66.2K
BCMLT
819
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.9K
CA
820
Clearstead Advisors
Ohio
$65.8K -$1.18K -15 -2%
VNA
821
Valley National Advisers
Pennsylvania
$65K +$3.29K +41 +5%
BONH
822
Bank of New Hampshire
New Hampshire
$63.8K
LFG
823
Larson Financial Group
Missouri
$62.8K -$36.1K -450 -36%
LC
824
Lindbrook Capital
California
$62.2K +$2.01K +25 +3%
SC
825
Sawyer & Company
Massachusetts
$62.2K