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Iron Mountain

682 hedge funds and large institutions have $9.67B invested in Iron Mountain in 2021 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 252 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+55
Holders Change %
+8.77%
% of All Funds
11.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
110
Increased
252
Reduced
214
Closed
52
Calls
$95.9M
Puts
$124M
Net Calls
-$28.3M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
351
Mariner
Kansas
$711K +$185K +4,381 +35%
AQR Capital Management
352
AQR Capital Management
Connecticut
$707K -$1.18M -27,954 -63%
EE
353
EWG Elevate
California
$695K -$339K -7,951 -33%
PFA
354
Pinnacle Family Advisors
Missouri
$677K +$677K +16,059 New
YIH
355
Y-Intercept (HK)
Hong Kong
$676K +$676K +15,981 New
VVP
356
Venture Visionary Partners
Ohio
$672K +$144K +3,396 +27%
FNT
357
First National Trust
Pennsylvania
$666K +$6.98K +165 +1%
VPIM
358
Vanguard Personalized Indexing Management
California
$663K +$663K +15,658 New
PCM
359
Princeton Capital Management
New Jersey
$662K -$12.3K -290 -2%
AP
360
Advisor Partners
California
$662K -$5.75K -136 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
361
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$662K +$662K +15,649 New
GWM
362
Geneos Wealth Management
Colorado
$661K -$66.9K -1,564 -9%
MAFM
363
Mid Atlantic Financial Management
Pennsylvania
$656K +$181K +4,280 +38%
WA
364
Wambolt & Associates
Colorado
$650K +$329K +7,727 +103%
BFA
365
Beacon Financial Advisory
Ohio
$649K +$54.8K +1,294 +9%
PFO
366
Pathstone Family Office
New Jersey
$649K +$407K +9,494 +168%
NA
367
NewEdge Advisors
Louisiana
$646K +$646K +15,272 New
AIL
368
AGF Investments LLC
Ontario, Canada
$636K +$589K +13,937 +1,266%
HI
369
Harbour Investments
Wisconsin
$631K -$61.9K -1,463 -9%
VF
370
Virtu Financial
New York
$631K +$264K +6,240 +72%
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$628K +$96.8K +2,287 +18%
HH
372
Hilltop Holdings
Texas
$621K +$621K +14,664 New
ASFA
373
All Season Financial Advisors
Colorado
$615K +$615K +14,540 New
Creative Planning
374
Creative Planning
Kansas
$607K -$249K -5,890 -29%
Cohen & Steers
375
Cohen & Steers
New York
$607K +$20.7K +490 +4%