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Iron Mountain

522 hedge funds and large institutions have $7.83B invested in Iron Mountain in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 159 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.01% less ownership

Funds ownership: 89.25%87.24% (-2%)

3% less funds holding

Funds holding: 536522 (-14)

10% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 80

14% less capital invested

Capital invested by funds: $9.07B → $7.83B (-$1.24B)

23% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $86.5M

Holders
522
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
11.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
72
Increased
213
Reduced
159
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
301
Lombard Odier Asset Management (Switzerland)
Switzerland
$524K +$293K +8,929 +114%
Lido Advisors
302
Lido Advisors
California
$513K +$531K +16,189 New
OAM
303
Oppenheimer Asset Management
New York
$504K +$106K +3,249 +25%
ANRIA
304
American National Registered Investment Advisor
Texas
$474K -$4.92K -150 -1%
US Bancorp
305
US Bancorp
Minnesota
$473K +$9.4K +287 +2%
GC
306
Grace Capital
Massachusetts
$461K -$240K -7,317 -33%
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$459K +$128K +3,900 +36%
SAM
308
Shell Asset Management
Netherlands
$456K -$119K -3,632 -20%
JSL
309
JT Stratford LLC
Georgia
$454K +$229K +6,981 +93%
OI
310
Oakbrook Investments
Illinois
$444K -$5.24K -160 -1%
BMO
311
Beck Mack & Oliver
New York
$442K
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$434K -$22.9K -700 -5%
CC
313
Cipher Capital
New York
$432K -$1.35M -41,166 -75%
CA
314
Cullinan Associates
Kentucky
$425K
Nordea Investment Management
315
Nordea Investment Management
Sweden
$420K -$8.42K -257 -2%
KRS
316
Kentucky Retirement Systems
Kentucky
$418K +$27.5K +840 +7%
MC
317
Moors & Cabot
Massachusetts
$417K +$76.7K +2,341 +21%
EGA
318
E&G Advisors
Texas
$416K +$9.83K +300 +2%
SSG
319
Summit Securities Group
New York
$413K +$433K +13,200 New
Baird Financial Group
320
Baird Financial Group
Wisconsin
$412K +$28.3K +863 +7%
Man Group
321
Man Group
United Kingdom
$404K -$11.2K -342 -3%
BA
322
Bridgewater Associates
Connecticut
$404K +$423K +12,911 New
Capstone Investment Advisors
323
Capstone Investment Advisors
New York
$403K +$421K +12,834 +37,747%
SIM
324
Sonora Investment Management
Arizona
$395K +$232K +7,065 +127%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$387K +$4.69K +143 +1%