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Iron Mountain

749 hedge funds and large institutions have $12B invested in Iron Mountain in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 266 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+44
Holders Change %
+6.24%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
124
Increased
266
Reduced
239
Closed
71
Calls
$90.2M
Puts
$132M
Net Calls
-$42.2M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
276
Sippican Capital Advisors
Massachusetts
$1.8M -$80.1K -1,530 -4%
MCM
277
McMillion Capital Management
North Carolina
$1.79M +$1.79M +34,137 New
CBT
278
CoreFirst Bank & Trust
Kansas
$1.77M -$12.6K -240 -0.7%
KCPG
279
Kavar Capital Partners Group
Kansas
$1.76M -$35.3K -675 -2%
HIC
280
Holderness Investments Company
North Carolina
$1.75M +$10.5K +200 +0.6%
RIM
281
Redwood Investment Management
Arizona
$1.75M +$431K +8,232 +33%
LMIM
282
Lockheed Martin Investment Management
Maryland
$1.75M +$1.75M +33,428 New
Fayez Sarofim & Co
283
Fayez Sarofim & Co
Texas
$1.73M +$724K +13,840 +72%
DBIA
284
Dumont & Blake Investment Advisors
New Jersey
$1.69M +$70.3K +1,343 +4%
AQR Capital Management
285
AQR Capital Management
Connecticut
$1.68M -$130K -2,478 -7%
AA
286
Ancora Advisors
Ohio
$1.67M +$23.8K +454 +1%
CM
287
Churchill Management
California
$1.65M +$1.65M +31,559 New
Los Angeles Capital Management
288
Los Angeles Capital Management
California
$1.64M +$588K +11,235 +56%
NB
289
Norinchukin Bank
Japan
$1.64M +$19.5K +372 +1%
FIM
290
Freedom Investment Management
Connecticut
$1.62M +$122K +2,339 +8%
AA
291
ALPS Advisors
Colorado
$1.61M -$136K -2,594 -8%
GAM
292
Griffin Asset Management
New York
$1.61M -$219K -4,177 -12%
OC
293
Oppenheimer & Co
New York
$1.58M -$67.8K -1,295 -4%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$1.56M +$260K +4,961 +20%
HG
295
Herbst Group
Connecticut
$1.54M +$1.54M +29,386 New
MCM
296
Monument Capital Management
Virginia
$1.52M -$49.6K -947 -3%
TFA
297
Teamwork Financial Advisors
Texas
$1.49M -$83.5K -1,595 -5%
Cerity Partners
298
Cerity Partners
New York
$1.47M +$93.7K +1,793 +7%
CAM
299
Cubic Asset Management
Massachusetts
$1.47M
RA
300
RFG Advisory
Alabama
$1.46M -$50.8K -971 -3%