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Iron Mountain

501 hedge funds and large institutions have $8.8B invested in Iron Mountain in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+18
Holders Change %
+3.73%
% of All Funds
11.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
62
Increased
183
Reduced
155
Closed
38
Calls
$25.6M
Puts
$50.5M
Net Calls
-$24.9M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
AIL
401
AGF Investments LLC
Ontario, Canada
$70K +$31K +895 +80%
PCM
402
Prelude Capital Management
New York
$70K +$70K +2,018 New
WTB
403
Washington Trust Bank
Washington
$69K
GEA
404
Glen Eagle Advisors
New Jersey
$64.9K
YWP
405
YorkBridge Wealth Partners
New York
$63K
WWM
406
Wagner Wealth Management
South Carolina
$63K
AIM
407
Advantage Investment Management
Iowa
$62K +$21.9K +640 +55%
Federated Hermes
408
Federated Hermes
Pennsylvania
$59K
TAM
409
Tiverton Asset Management
Delaware
$54K
FFC
410
First Financial Corp
Indiana
$52K
EDRH
411
Edmond de Rothschild Holding
Switzerland
$52K
ACA
412
Atlas Capital Advisors
Wyoming
$51K
DWM
413
Destination Wealth Management
California
$50K
MIFH
414
Migdal Insurance & Financial Holdings
Israel
$47K -$3.49K -102 -7%
Bessemer Group
415
Bessemer Group
New Jersey
$47K +$13.1K +386 +39%
CG
416
Cutler Group
California
$47K +$47K +1,365 New
RE
417
RBC Europe
United Kingdom
$40.5K +$40.5K +1,173 New
AF
418
Advisornet Financial
Minnesota
$36K -$63.2K -1,815 -64%
Loomis, Sayles & Company
419
Loomis, Sayles & Company
Massachusetts
$32K
ClearBridge Investments
420
ClearBridge Investments
New York
$31K
CAGAS
421
Capital Advisory Group Advisory Services
Minnesota
$30K +$15K +440 +100%
MWPCG
422
Measured Wealth Private Client Group
New Hampshire
$30K +$30K +860 New
GLI
423
Guardian Life Insurance
New York
$28K +$1.01K +29 +4%
GWM
424
Geneos Wealth Management
Colorado
$27K
VanEck Associates
425
VanEck Associates
New York
$27K +$11.7K +332 +76%