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Iron Mountain

483 hedge funds and large institutions have $8.57B invested in Iron Mountain in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 159 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
11.07%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
58
Increased
162
Reduced
159
Closed
45
Calls
$22M
Puts
$75.9M
Net Calls
-$53.9M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
451
Northwest Wealth Management
Iowa
$6K
DBT
452
Dubuque Bank & Trust
Iowa
$6K
First Manhattan
453
First Manhattan
New York
$6K
JA
454
JOYN Advisors
Georgia
$6K +$5.51K +146 +1,123%
BWM
455
BerganKDV Wealth Management
Minnesota
$6K +$6K +163 New
SIS
456
Sound Income Strategies
Florida
$6K +$6K +170 New
CT
457
Clearstead Trust
Maine
$6K +$6K +175 New
ST
458
Smithfield Trust
Pennsylvania
$5K
EARNEST Partners
459
EARNEST Partners
Georgia
$5K
WEC
460
Winslow Evans & Crocker
Massachusetts
$4K
RWA
461
Ropes Wealth Advisors
Massachusetts
$4K
QCIG
462
Quad-Cities Investment Group
Iowa
$4K +$4K +100 New
WIM
463
Westside Investment Management
California
$3.49K
FIM
464
Foresters Investment Management
New York
$3K -$48.6K -1,459 -94%
DOA
465
D'Orazio & Associates
Virginia
$3K -$2K -73 Closed
GFP
466
Gryphon Financial Partners
Ohio
$3K
PCP
467
Proficio Capital Partners
Massachusetts
$3K
GAM
468
Gemmer Asset Management
California
$3K +$253 +7 +9%
MWM
469
MinichMacGregor Wealth Management
New York
$3K +$3K +100 New
ECM
470
Estabrook Capital Management
New York
$2.63K
RFC
471
Regions Financial Corp
Alabama
$2K -$12.5K -345 -86%
PG
472
Patten Group
Tennessee
$2K
VFA
473
Valeo Financial Advisors
Indiana
$2K
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$2K
CAW
475
Cornerstone Advisors (Washington)
Washington
$2K