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Iron Mountain

375 hedge funds and large institutions have $7.14B invested in Iron Mountain in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 116 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-6
Holders Change %
-1.57%
% of All Funds
9.39%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
54
Increased
155
Reduced
116
Closed
53
Calls
$9.82M
Puts
$8.73M
Net Calls
+$1.08M
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$9K +$507 +16 +6%
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$8K +240 New
EWM
353
Evercore Wealth Management
New York
$7K +$1.12K +35 +19%
SLF
354
Sun Life Financial
Ontario, Canada
$6.4K +$6.4K +208 New
GEA
355
Glen Eagle Advisors
New Jersey
$6.01K +$6.01K +185 New
ACM
356
Armbruster Capital Management
New York
$5K
AA
357
Ancora Advisors
Ohio
$5K +$5K +155 New
ZB
358
Zions Bancorporation
Utah
$4K +$2.07K +71 +108%
IWM
359
IHT Wealth Management
Illinois
$4K +$4K +107 New
EARNEST Partners
360
EARNEST Partners
Georgia
$4K +$4K +133 New
Loomis, Sayles & Company
361
Loomis, Sayles & Company
Massachusetts
$3K
GAM
362
Gemmer Asset Management
California
$3K +$390 +10 +15%
EF
363
Empirical Finance
Pennsylvania
$3K +$3K +92 New
CAW
364
Cornerstone Advisors (Washington)
Washington
$2K -$15.6K -531 -89%
PMFA
365
Plante Moran Financial Advisors
Michigan
$2K
PCP
366
Proficio Capital Partners
Massachusetts
$2K +$2K +61 New
GT
367
Glenmede Trust
Pennsylvania
$1K -$1.76K -72 -64%
TFO
368
Tarbox Family Office
California
$1K -$513 -20 -34%
AA
369
Apriem Advisors
California
$1K
PFBT
370
Parkside Financial Bank & Trust
Missouri
$1K
GI
371
Gradient Investments
Minnesota
$1K
LS
372
Livforsakringsbolaget Skandia
Sweden
$570 -$6.05K -186,403 -91%
SWA
373
Sutton Wealth Advisors
Florida
$520
RC
374
Resolution Capital
Australia
-$47.7M -1,271,018 Closed
MTB
375
Mizuho Trust & Banking
Japan
-$18.2M -484,498 Closed