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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 %
ClearBridge Investments
401
ClearBridge Investments
New York
$32K +$9.49K +267 +42%
EA
402
Edge Advisors
Georgia
$31K
GWM
403
Geneos Wealth Management
Colorado
$28K
GLI
404
Guardian Life Insurance
New York
$27K +$4.51K +130 +20%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.9K +$2.42K +69 +10%
AWA
406
Acorn Wealth Advisors
Michigan
$25K
WTC
407
WhitTier Trust Company
Nevada
$24K
SCM
408
Silvant Capital Management
Georgia
$24K
CWA
409
Clarus Wealth Advisors
Arizona
$24K +$24K +740 New
ARMT
410
Amica Retiree Medical Trust
Rhode Island
$23K
KA
411
Kaizen Advisory
Illinois
$23K +$13.4K +374 +139%
WPA
412
West Paces Advisors
Georgia
$21.7K
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$21K
CFA
414
Carroll Financial Associates
North Carolina
$20K +$15K +437 +301%
WAM
415
Wealthspire Advisors (Maryland)
Maryland
$19K -$8.9K -251 -32%
SAM
416
Solaris Asset Management
New York
$19K
S
417
SignatureFD
Georgia
$19K +$15.6K +449 +458%
MGIA
418
Moneta Group Investment Advisors
Missouri
$19K +$19K +554 New
OIA
419
Optimum Investment Advisors
Illinois
$18K
IWP
420
Icon Wealth Partners
Texas
$18K +$18K +509 New
CIA
421
CSat Investment Advisory
Michigan
$18K +$18K +512 New
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$17.5K -$2.24K -64 -11%
QCG
423
Quadrant Capital Group
Ohio
$16K +$794 +27 +5%
WT
424
Whittier Trust
California
$15K
VanEck Associates
425
VanEck Associates
New York
$15K +$15K +436 New