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Iron Mountain

473 hedge funds and large institutions have $8.26B invested in Iron Mountain in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 154 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
10.86%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
74
Increased
181
Reduced
154
Closed
72
Calls
$21.9M
Puts
$20.2M
Net Calls
+$1.74M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VIA
426
Vantage Investment Advisors
Pennsylvania
$12K +$12K +350 New
CCM
427
Covington Capital Management
California
$10K -$8.83K -265 -47%
ARMC
428
American Research & Management Company
Massachusetts
$10K
WAS
429
Winch Advisory Services
Wisconsin
$10K +$165 +5 +2%
HNB
430
Huntington National Bank
Ohio
$9K -$22.9K -675 -72%
KA
431
Kaizen Advisory
Illinois
$9K
IFAM
432
Institutional & Family Asset Management
Colorado
$9K +$9K +273 New
AP
433
Atwood & Palmer
Missouri
$8K +$8K +250 New
EFSCE
434
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$1.9K -62 -21%
AC
435
Avestar Capital
New York
$7K -$1.51K -53 -18%
PA
436
Parallel Advisors
California
$7K -$70 -2 -1%
DSC
437
Duncker Streett & Co
Missouri
$7K
PCG
438
Private Capital Group
Connecticut
$6K -$66.2K -1,998 -92%
PW
439
Price Wealth
Texas
$6K -$6K -173 -50%
First Manhattan
440
First Manhattan
New York
$6K
DBT
441
Dubuque Bank & Trust
Iowa
$6K +$6K +176 New
NWM
442
Northwest Wealth Management
Iowa
$6K +$6K +185 New
TC
443
Trilogy Capital
California
$6K +$6K +190 New
ST
444
Smithfield Trust
Pennsylvania
$5K
RWA
445
Ropes Wealth Advisors
Massachusetts
$4K
EARNEST Partners
446
EARNEST Partners
Georgia
$4K
CFA
447
Carroll Financial Associates
North Carolina
$4K +$4K +145 New
WIM
448
Westside Investment Management
California
$3.24K
MOS
449
MGO One Seven
Ohio
$3K -$53K -1,625 -95%
GFP
450
Gryphon Financial Partners
Ohio
$3K