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Iron Mountain

517 hedge funds and large institutions have $7.85B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 212 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
212
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
351
Slow Capital
California
$256K -$325K -10,056 -56%
SWP
352
Stratos Wealth Partners
Ohio
$256K +$23.6K +731 +10%
SSWM
353
Sheets Smith Wealth Management
North Carolina
$251K +$8.09K +250 +3%
SG Americas Securities
354
SG Americas Securities
New York
$250K -$6.11M -188,537 -96%
LFAS
355
Level Four Advisory Services
Texas
$243K +$15.1K +465 +7%
NIM
356
Northeast Investment Management
Massachusetts
$239K
WT
357
Washington Trust
Rhode Island
$233K -$117K -3,566 -33%
FC
358
FCA Corp
Texas
$233K
Creative Planning
359
Creative Planning
Kansas
$232K +$232K +7,149 New
TU
360
TDAM USA
Ontario, Canada
$226K -$673K -20,810 -75%
VF
361
Virtu Financial
New York
$224K +$224K +6,901 New
PIA
362
Piedmont Investment Advisors
North Carolina
$220K +$8.82K +272 +4%
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$219K +$219K +6,773 New
VNB
364
Virginia National Bank
Virginia
$217K
Franklin Resources
365
Franklin Resources
California
$214K -$57.1K -1,764 -21%
MCP
366
Martin Capital Partners
Oregon
$212K +$212K +6,549 New
KFC
367
Klingenstein Fields & Co
New York
$205K +$205K +6,331 New
FLPIM
368
F.L. Putnam Investment Management
Massachusetts
$204K +$204K +6,311 New
AAS
369
Avantax Advisory Services
Texas
$200K +$200K +6,160 New
RFM
370
Royal Fund Management
Florida
$186K +$3.17K +98 +2%
CBT
371
Capital Bank & Trust
California
$182K -$1.99M -61,396 -92%
RIA
372
Realta Investment Advisors
Delaware
$169K -$52.9K -1,658 -24%
AIP
373
Ameritas Investment Partners
Nebraska
$157K -$14.1K -435 -8%
Robeco Institutional Asset Management
374
Robeco Institutional Asset Management
Netherlands
$157K
CYG
375
Clean Yield Group
Vermont
$153K