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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
AAS
176
Avantax Advisory Services
Texas
$4.44M -$124K -2,257 -3%
TA
177
Tectonic Advisors
Texas
$4.43M +$366K +6,677 +9%
WC
178
Woodstock Corp
Massachusetts
$4.36M -$20.3K -370 -0.5%
HC
179
Hourglass Capital
Texas
$4.3M +$16.4K +300 +0.4%
FAF
180
Fjarde Ap-fonden
Sweden
$4.23M +$536K +9,800 +15%
AB
181
Amalgamated Bank
New York
$4.23M -$1.5M -27,391 -27%
SIC
182
Salem Investment Counselors
North Carolina
$4.15M +$29.3K +535 +0.7%
MC
183
Moors & Cabot
Massachusetts
$4.09M -$11.6K -211 -0.3%
AAM
184
Advisors Asset Management
Colorado
$4.08M -$577K -10,533 -13%
Voloridge Investment Management
185
Voloridge Investment Management
Florida
$4.07M +$3.92M +71,615 New
TC
186
TwinBeech Capital
New York
$3.96M +$3.81M +69,610 New
SMDAM
187
Sumitomo Mitsui DS Asset Management
Japan
$3.94M +$114K +2,085 +3%
Wealthfront Advisers
188
Wealthfront Advisers
California
$3.94M -$26.1K -476 -0.7%
Truist Financial
189
Truist Financial
North Carolina
$3.92M -$31.6K -577 -0.8%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$3.85M +$326K +5,960 +10%
OLA
191
Oliver Luxxe Assets
New Jersey
$3.82M
ATIA
192
American Trust Investment Advisors
New Hampshire
$3.8M +$67K +1,223 +2%
NI
193
Nepsis Inc
Minnesota
$3.78M +$44K +804 +1%
HighTower Advisors
194
HighTower Advisors
Illinois
$3.76M -$18.1K -330 -0.5%
EP
195
Edgestream Partners
New Jersey
$3.75M +$1.32M +24,153 +58%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$3.71M +$8.98K +164 +0.3%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$3.69M +$512K +9,362 +17%
Jane Street
198
Jane Street
New York
$3.69M +$3.26M +59,600 +1,128%
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$3.67M +$105K +1,916 +3%
TC
200
Truvestments Capital
Florida
$3.64M +$85.3K +1,559 +2%