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Iron Mountain

521 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, 158 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-14
Holders Change %
-2.62%
% of All Funds
11.33%
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
158
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
351
Contravisory Investment Management
Massachusetts
$274K +$6.49K +207 +2%
MAFM
352
Mid Atlantic Financial Management
Pennsylvania
$274K +$37.6K +1,203 +16%
SYBT
353
Stock Yards Bank & Trust
Kentucky
$273K
ACA
354
Anchor Capital Advisors
Massachusetts
$273K
Wellington Management Group
355
Wellington Management Group
Massachusetts
$272K +$50.9K +1,624 +23%
EFS
356
Essex Financial Services
Connecticut
$267K +$13.9K +445 +5%
Franklin Resources
357
Franklin Resources
California
$262K -$10.1K -324 -4%
CA
358
Corrado Advisors
New Jersey
$261K +$261K +8,338 New
ACM
359
AlphaCrest Capital Management
New York
$258K -$177K -5,647 -41%
BHWM
360
Bar Harbor Wealth Management
New Hampshire
$254K +$254K +8,112 New
PAM
361
Pegasus Asset Management
New York
$247K -$8.46K -270 -3%
CTC
362
Central Trust Company
Missouri
$245K
BRWA
363
B. Riley Wealth Advisors
Florida
$239K +$54.8K +1,743 +30%
SSWM
364
Sheets Smith Wealth Management
North Carolina
$235K -$31.3K -1,000 -12%
NIM
365
Northeast Investment Management
Massachusetts
$231K
WS
366
Wedbush Securities
California
$227K +$227K +7,250 New
CI
367
Cigna Investments
Connecticut
$225K -$11.8K -400 -5%
SWP
368
Stratos Wealth Partners
Ohio
$225K -$1.35K -43 -0.6%
FC
369
FCA Corp
Texas
$225K
AAM
370
American Asset Management
Florida
$222K -$32.8K -1,050 -13%
LFAS
371
Level Four Advisory Services
Texas
$219K +$7.19K +231 +3%
SPI
372
Santori & Peters Inc
Pennsylvania
$219K +$219K +7,005 New
CIMLRA
373
CBRE Investment Management Listed Real Assets
Pennsylvania
$218K -$181K -5,795 -45%
WP
374
WealthPLAN Partners
Nebraska
$218K +$218K +7,040 New
RIA
375
Realta Investment Advisors
Delaware
$217K -$57.5K -1,844 -21%