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Iron Mountain

535 hedge funds and large institutions have $9.06B invested in Iron Mountain in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 206 increasing their positions, 152 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+50
Holders Change %
+10.31%
% of All Funds
11.6%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
92
Increased
206
Reduced
152
Closed
36
Calls
$63.7M
Puts
$60.9M
Net Calls
+$2.78M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
426
Bruderman Asset Management
New York
$59K +$59K +1,650 New
CAGAS
427
Capital Advisory Group Advisory Services
Minnesota
$57K
CFGS
428
Concourse Financial Group Securities
Alabama
$57K +$6.61K +187 +13%
TAM
429
Tiverton Asset Management
Delaware
$55K
PI
430
PineBridge Investments
New York
$54K -$74.8K -2,120 -58%
ACA
431
Atlas Capital Advisors
Wyoming
$53.7K
TSW
432
Thompson Siegel & Walmsley
Virginia
$53K -$70.9M -1,989,525 -100%
FFC
433
First Financial Corp
Indiana
$53K
DWM
434
Destination Wealth Management
California
$52K
ARMC
435
American Research & Management Company
Massachusetts
$46K +$35.2K +1,000 +325%
APA
436
American Portfolios Advisors
New York
$44.8K -$53.5K -1,509 -54%
PCG
437
Private Capital Group
Connecticut
$44K +$20.2K +571 +85%
BWP
438
Baldwin Wealth Partners
Massachusetts
$44K +$44K +1,229 New
RE
439
RBC Europe
United Kingdom
$41.6K
AA
440
Advisory Alpha
Michigan
$41.2K +$41.2K +1,329 New
JCM
441
Jacobi Capital Management
Pennsylvania
$39K +$7.29K +207 +23%
TA
442
Thor Advisors
New York
$38K +$38K +1,083 New
VanEck Associates
443
VanEck Associates
New York
$37K +$281 +8 +0.8%
AIL
444
AGF Investments LLC
Ontario, Canada
$37K +$34.8K +987 +1,567%
SBA
445
Secrest Blakey & Associates
North Carolina
$37K +$37K +1,018 New
EWM
446
Executive Wealth Management
Michigan
$36K +$17.7K +499 +97%
BBNA
447
Bremer Bank National Association
Minnesota
$36K +$36K +1,100 New
IA
448
IFP Advisors
Florida
$35K -$298K -8,312 -90%
Loomis, Sayles & Company
449
Loomis, Sayles & Company
Massachusetts
$35K +$1.29K +36 +4%
WAM
450
Wealthspire Advisors (Maryland)
Maryland
$33K +$1.23K +35 +4%