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Iron Mountain

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24%84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
518
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
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
376
Clean Yield Group
Vermont
$153K
AMI
377
Amica Mutual Insurance
Rhode Island
$152K
KPCM
378
Kings Point Capital Management
New York
$149K -$6.28K -200 -4%
GRP
379
Global Retirement Partners
California
$149K +$8.32K +265 +6%
SF
380
Synovus Financial
Georgia
$146K
BFEC
381
Benjamin F. Edwards & Company
Missouri
$140K -$39.5K -1,256 -23%
CAC
382
Certified Advisory Corp
Florida
$127K +$15.7K +500 +15%
GWM
383
Geneos Wealth Management
Colorado
$126K +$64.5K +2,052 +109%
Macquarie Group
384
Macquarie Group
Australia
$123K
Victory Capital Management
385
Victory Capital Management
Texas
$116K -$16.2K -515 -13%
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$107K -$55.4K -1,763 -35%
SC
387
Sawyer & Company
Massachusetts
$104K +$101K +3,200 New
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$98K +$43.2K +1,374 +83%
TCOV
389
Trust Company of Vermont
Vermont
$96K
IA
390
IFP Advisors
Florida
$93K +$92.3K +2,938 New
National Pension Service
391
National Pension Service
South Korea
$89K
PG
392
Proffitt & Goodson
Tennessee
$89K
RA
393
Rational Advisors
New York
$83K +$80.3K +2,555 New
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$82K
LS
395
Livforsakringsbolaget Skandia
Sweden
$80K
GEA
396
Glen Eagle Advisors
New Jersey
$79K +$2.36K +75 +3%
AJ
397
Ashburton (Jersey)
Jersey
$79K
FQ
398
First Quadrant
California
$76K
TI
399
Truehand Inc
New Hampshire
$72K
RCAG
400
Rehmann Capital Advisory Group
Michigan
$66.7K -$534 -17 -0.8%