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Iron Mountain

485 hedge funds and large institutions have $8.25B invested in Iron Mountain in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 161 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-16
Holders Change %
-3.19%
% of All Funds
10.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
57
Increased
175
Reduced
161
Closed
64
Calls
$33.9M
Puts
$42.9M
Net Calls
-$8.98M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
401
Loomis, Sayles & Company
Massachusetts
$31K +$131 +4 +0.4%
ClearBridge Investments
402
ClearBridge Investments
New York
$29K
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$29K +$8.95K +279 +45%
JCM
404
Jacobi Capital Management
Pennsylvania
$29K +$9.67K +300 +50%
GWM
405
Geneos Wealth Management
Colorado
$27K +$1.91K +61 +8%
AF
406
Advisornet Financial
Minnesota
$26K -$7.9K -241 -23%
GLI
407
Guardian Life Insurance
New York
$26K
CWA
408
Clarus Wealth Advisors
Arizona
$25K +$449 +14 +2%
CFA
409
Carroll Financial Associates
North Carolina
$24K +$131 +4 +0.5%
KA
410
Kaizen Advisory
Illinois
$24K +$3.5K +110 +17%
CIA
411
CSat Investment Advisory
Michigan
$23K +$4.24K +130 +23%
ZB
412
Zions Bancorporation
Utah
$23K +$8.04K +249 +54%
WTC
413
WhitTier Trust Company
Nevada
$22K
SCM
414
Silvant Capital Management
Georgia
$22K
PCG
415
Private Capital Group
Connecticut
$22K +$10.6K +324 +93%
LC
416
Lindbrook Capital
California
$22K +$22K +689 New
ARMT
417
Amica Retiree Medical Trust
Rhode Island
$21K
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$21K +$5.29K +160 +34%
WPA
419
West Paces Advisors
Georgia
$20.1K
JA
420
JOYN Advisors
Georgia
$20K +$14.3K +436 +251%
QCG
421
Quadrant Capital Group
Ohio
$18K +$4.61K +178 +34%
EWM
422
Executive Wealth Management
Michigan
$17K +$17K +515 New
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$16.2K
OIA
424
Optimum Investment Advisors
Illinois
$16K
MSA
425
Marino Stram & Associates
Massachusetts
$16K