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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
PRC
826
Pearl River Capital
Michigan
-$672K -12,705 Closed
DCM
827
Delta Capital Management
New Jersey
-$609K -11,510 Closed
SIA
828
Strategic Investment Advisors
Michigan
-$597K -11,278 Closed
APW
829
Atlantic Private Wealth
North Carolina
-$574K -10,852 Closed
DWM
830
Drive Wealth Management
Utah
-$571K -10,657 Closed
CPCM
831
Cardinal Point Capital Management
Ontario, Canada
-$509K -9,500 Closed
MHS
832
M Holdings Securities
Oregon
-$410K -7,750 Closed
LP
833
LMR Partners
United Kingdom
-$388K -7,336 Closed
SW
834
SteelPeak Wealth
California
-$355K -6,623 Closed
SCM
835
Stevens Capital Management
Pennsylvania
-$314K -5,934 Closed
Two Sigma Investments
836
Two Sigma Investments
New York
-$308K -5,824 Closed
IAIM
837
Industrial Alliance Investment Management
Quebec, Canada
-$299K -5,643 Closed
ARC
838
Advisor Resource Council
Texas
-$249K -4,659 Closed
FLPIM
839
F.L. Putnam Investment Management
Massachusetts
-$238K -4,502 Closed
BFS
840
Bradley Foster & Sargent
Connecticut
-$238K -4,501 Closed
EI
841
Ellevest Inc
New York
-$224K -4,239 Closed
GIM
842
Guild Investment Management
California
-$224K -4,236 Closed
PWM
843
Perigon Wealth Management
California
-$224K -4,227 Closed
MIM
844
Marco Investment Management
Georgia
-$210K -3,978 Closed
RP
845
Riverwater Partners
Wisconsin
-$210K -3,960 Closed
Holocene Advisors
846
Holocene Advisors
New York
-$209K -3,945 Closed
IG
847
ING Group
Netherlands
-$201K -3,801 Closed
SC
848
Slow Capital
California
-$178K -3,323 Closed
AAS
849
Ameritas Advisory Services
Nebraska
-$116K -2,144 Closed
OCM
850
Orion Capital Management
California
-$95.2K -1,800 Closed