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Iron Mountain

483 hedge funds and large institutions have $8.57B invested in Iron Mountain in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 159 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
11.07%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
58
Increased
162
Reduced
159
Closed
45
Calls
$22M
Puts
$75.9M
Net Calls
-$53.9M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
376
Piedmont Investment Advisors
North Carolina
$115K +$115K +3,299 New
GRP
377
Global Retirement Partners
California
$109K +$1.96K +56 +2%
SF
378
Synovus Financial
Georgia
$106K +$84.9K +2,412 +402%
AF
379
Advisornet Financial
Minnesota
$100K -$75.6K -2,153 -43%
APA
380
American Portfolios Advisors
New York
$95.6K +$13.3K +379 +16%
JFA
381
JNBA Financial Advisors
Minnesota
$90K
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$77K +$31.8K +911 +70%
VCM
383
Vigilant Capital Management
Maine
$71K -$21K -600 -23%
WTB
384
Washington Trust Bank
Washington
$70K
GEA
385
Glen Eagle Advisors
New Jersey
$65.8K
YWP
386
YorkBridge Wealth Partners
New York
$64K
WWM
387
Wagner Wealth Management
South Carolina
$63K +$63K +1,811 New
Federated Hermes
388
Federated Hermes
Pennsylvania
$60K -$149K -4,269 -71%
GXMC
389
Global X Management Company
New York
$58K -$114K -3,267 -66%
TAM
390
Tiverton Asset Management
Delaware
$54K
ACA
391
Atlas Capital Advisors
Wyoming
$53K -$16.7K -476 -24%
FFC
392
First Financial Corp
Indiana
$53K
EDRH
393
Edmond de Rothschild Holding
Switzerland
$53K +$17.7K +500 +50%
MIFH
394
Migdal Insurance & Financial Holdings
Israel
$52K -$3.56K -101 -6%
DWM
395
Destination Wealth Management
California
$51K
SWM
396
SeaCrest Wealth Management
New York
$47K -$3.54K -100 -7%
AIM
397
Advantage Investment Management
Iowa
$41K +$41K +1,169 New
Bessemer Group
398
Bessemer Group
New Jersey
$35K -$4.2K -120 -11%
CF
399
Centaurus Financial
California
$34K +$34K +969 New
Loomis, Sayles & Company
400
Loomis, Sayles & Company
Massachusetts
$33K