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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 %
CA
851
Continuum Advisory
Idaho
$38.4K +$38.4K +482 New
HDIM
852
Hanson & Doremus Investment Management
Vermont
$38K
HT
853
Headlands Technologies
Illinois
$37.8K +$37.8K +471 New
CFO
854
CVA Family Office
Colorado
$36.5K
BAM
855
Byrne Asset Management
New Jersey
$36.1K
BCWM
856
Bartlett & Co Wealth Management
Ohio
$35.6K
PP
857
PFS Partners
New Jersey
$33.6K
AF
858
Advisornet Financial
Minnesota
$33.4K
BC
859
Barrett & Company
Rhode Island
$32.1K
CH
860
Canton Hathaway
Rhode Island
$32K
QL
861
Quarry LP
New York
$31K +$26.3K +328 +556%
GKIM
862
GW&K Investment Management
Massachusetts
$29K -$975 -12 -3%
Walleye Capital
863
Walleye Capital
New York
$28.6K +$28.6K +356 New
PSB
864
Piscataqua Savings Bank
New Hampshire
$28.3K
Loomis, Sayles & Company
865
Loomis, Sayles & Company
Massachusetts
$28K +$8.05K +102 +40%
WTC
866
WhitTier Trust Company
Nevada
$26.4K
WWP
867
WR Wealth Planners
Missouri
$24.5K +$24.5K +305 New
DF
868
Dunhill Financial
United Kingdom
$24.1K +$241 +3 +1%
TCOV
869
Trust Company of Vermont
Vermont
$24.1K
IWP
870
IAG Wealth Partners
Wisconsin
$23.7K
FIM
871
Fernwood Investment Management
Massachusetts
$23.3K +$23.3K +290 New
CPBTD
872
Central Pacific Bank - Trust Division
Hawaii
$23.2K +$23.2K +292 New
C
873
Covestor
United Kingdom
$23K +$2.66K +33 +13%
IFAM
874
Institutional & Family Asset Management
Colorado
$21.9K
LS
875
Livforsakringsbolaget Skandia
Sweden
$21.1K