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Iron Mountain

521 hedge funds and large institutions have $7.83B invested in Iron Mountain in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 158 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-14
Holders Change %
-2.62%
% of All Funds
11.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
72
Increased
213
Reduced
158
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Shares
Change %
National Pension Service
401
National Pension Service
South Korea
$86K +$86K +2,747 New
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$82K
LS
403
Livforsakringsbolaget Skandia
Sweden
$77K
AJ
404
Ashburton (Jersey)
Jersey
$76K +$76K +2,436 New
GEA
405
Glen Eagle Advisors
New Jersey
$74K +$3.13K +100 +4%
FQ
406
First Quadrant
California
$73K
TI
407
Truehand Inc
New Hampshire
$69K
HPC
408
HM Payson & Co
Maine
$68K +$68K +2,181 New
RCAG
409
Rehmann Capital Advisory Group
Michigan
$65K +$2.38K +76 +4%
VCM
410
Vigilant Capital Management
Maine
$63K
MCM
411
Manchester Capital Management
Vermont
$63K +$63K +2,000 New
NFG
412
Next Financial Group
Texas
$62K +$59.4K +1,900 +2,262%
QCG
413
Quadrant Capital Group
Ohio
$60K +$43.1K +1,458 +255%
SPIA
414
Steward Partners Investment Advisory
New York
$60K +$60K +1,934 New
GWM
415
Geneos Wealth Management
Colorado
$58K -$10.6K -345 -16%
YWP
416
YorkBridge Wealth Partners
New York
$57K
CIA
417
CSat Investment Advisory
Michigan
$55K +$28.8K +920 +110%
RE
418
RBC Europe
United Kingdom
$53.3K +$16.6K +530 +45%
BC
419
Barnett & Company
Tennessee
$53K +$53K +1,700 New
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$52K -$14.5K -461 -22%
ASN
421
Advisory Services Network
Georgia
$52K +$688 +22 +1%
CAGAS
422
Capital Advisory Group Advisory Services
Minnesota
$50K
PI
423
PineBridge Investments
New York
$48K
CFA
424
Carroll Financial Associates
North Carolina
$48K +$26K +832 +118%
ACA
425
Atlas Capital Advisors
Wyoming
$47.4K