We are live on ! Find out more
IRM icon

Iron Mountain

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24%84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
426
ClearBridge Investments
New York
$39K +$9.42K +300 +33%
CFGS
427
Concourse Financial Group Securities
Alabama
$36K -$102K -3,245 -75%
PCIA
428
Prime Capital Investment Advisors
Kansas
$36K +$3.14K +100 +10%
APA
429
American Portfolios Advisors
New York
$35.1K +$628 +20 +2%
AIC
430
Ameritas Investment Company
Nebraska
$34K +$32K +1,020 New
MCM
431
McMillion Capital Management
North Carolina
$32K
PCM
432
Penserra Capital Management
California
$29K +$29.2K +930 New
NSIM
433
North Star Investment Management
Illinois
$28K +$27.3K +870 New
GLI
434
Guardian Life Insurance
New York
$27K +$346 +11 +1%
PCG
435
Private Capital Group
Connecticut
$27K +$15K +479 +143%
MIM
436
Macroview Investment Management
Maryland
$25K +$24.1K +766 New
PA
437
Parallel Advisors
California
$24K -$2.48K -79 -10%
LFG
438
Larson Financial Group
Missouri
$24K +$126 +4 +0.6%
CFA
439
Carroll Financial Associates
North Carolina
$22K -$26K -827 -54%
WTC
440
WhitTier Trust Company
Nevada
$22K
ARMT
441
Amica Retiree Medical Trust
Rhode Island
$21K
WPA
442
West Paces Advisors
Georgia
$20.1K
ZB
443
Zions Bancorporation
Utah
$20K
BCWM
444
Bartlett & Co Wealth Management
Ohio
$18K +$17.1K +546 New
SCM
445
Silvant Capital Management
Georgia
$18K -$3.8K -121 -18%
BCA
446
Berman Capital Advisors
Georgia
$18K +$12.5K +399 +227%
BC
447
Bartlett & Co
Ohio
$18K +$17.1K +546 New
GAM
448
Gemmer Asset Management
California
$17K +$283 +9 +2%
QCG
449
Quadrant Capital Group
Ohio
$16K -$44.7K -1,422 -70%
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$16K