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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 %
CWA
426
Clarus Wealth Advisors
Arizona
$26K +$850 +25 +3%
CFA
427
Carroll Financial Associates
North Carolina
$25K +$5.07K +148 +25%
SCM
428
Silvant Capital Management
Georgia
$24K
WTC
429
WhitTier Trust Company
Nevada
$23K
ARMT
430
Amica Retiree Medical Trust
Rhode Island
$23K
KA
431
Kaizen Advisory
Illinois
$22K
WAM
432
Wealthspire Advisors (Maryland)
Maryland
$22K +$3.13K +89 +17%
WPA
433
West Paces Advisors
Georgia
$21.4K
JCM
434
Jacobi Capital Management
Pennsylvania
$21K +$14K +400 +200%
CIA
435
CSat Investment Advisory
Michigan
$20K +$2.22K +64 +13%
CFGS
436
Concourse Financial Group Securities
Alabama
$20K +$20K +563 New
SAM
437
Solaris Asset Management
New York
$19K
MSA
438
Marino Stram & Associates
Massachusetts
$18K +$18K +508 New
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$17.3K
MFBTD
440
MB Financial Bank - Trust Department
Illinois
$17K -$153K -4,500 -90%
OIA
441
Optimum Investment Advisors
Illinois
$17K
IFAM
442
Institutional & Family Asset Management
Colorado
$17K +$7.68K +225 +82%
ZB
443
Zions Bancorporation
Utah
$16K +$4.22K +122 +36%
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$16K +$10.1K +301 +173%
KF
445
Krilogy Financial
Missouri
$16K +$16K +464 New
QCG
446
Quadrant Capital Group
Ohio
$15K -$783 -27 -5%
WT
447
Whittier Trust
California
$15K
S
448
SignatureFD
Georgia
$14K -$4.37K -130 -24%
VIA
449
Vantage Investment Advisors
Pennsylvania
$12K
PCG
450
Private Capital Group
Connecticut
$12K +$483 +14 +4%