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Iron Mountain

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
401
Princeton Capital Management
New Jersey
$559K -$122K -2,800 -18%
WA
402
Winfield Associates
Ohio
$555K +$39.1K +900 +8%
Creative Planning
403
Creative Planning
Kansas
$547K -$75.5K -1,739 -12%
Luther King Capital Management (LKCM)
404
Luther King Capital Management (LKCM)
Texas
$544K -$28.8K -664 -5%
ASFA
405
All Season Financial Advisors
Colorado
$540K -$92K -2,116 -15%
HPC
406
HM Payson & Co
Maine
$533K
AIP
407
Ahrens Investment Partners
Louisiana
$528K -$13K -300 -2%
IWC
408
Integrated Wealth Concepts
Massachusetts
$528K +$528K +12,160 New
AIC
409
Archer Investment Corporation
Indiana
$521K
DA
410
DCM Advisors
New York
$520K -$4.61K -106 -0.9%
BCM
411
BTC Capital Management
Iowa
$510K
TCM
412
Teza Capital Management
Illinois
$509K -$1.53M -35,095 -75%
BCA
413
Bay Colony Advisors
Massachusetts
$507K -$15.4K -355 -3%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$506K
O
415
Ossiam
France
$506K -$72.5K -1,670 -13%
CFA
416
Carroll Financial Associates
North Carolina
$505K +$738 +17 +0.1%
PAM
417
Pegasus Asset Management
New York
$503K -$31.3K -720 -6%
TPWA
418
TRUE Private Wealth Advisors
Oregon
$500K -$3.04M -69,160 -86%
DCM
419
Delta Capital Management
New Jersey
$488K
ACI
420
Alpha Cubed Investments
California
$487K +$1.83K +42 +0.4%
CF
421
Centaurus Financial
California
$487K +$83.8K +1,928 +21%
JG
422
Jefferies Group
New York
$487K +$487K +11,198 New
LOAMS
423
Lombard Odier Asset Management (Switzerland)
Switzerland
$485K +$26.7K +637 +6%
EFS
424
Essex Financial Services
Connecticut
$478K -$2.35K -54 -0.5%
DFG
425
Demars Financial Group
Washington
$477K +$32K +737 +7%