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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
OIA
451
Optimum Investment Advisors
Illinois
$16K
TC
452
Trust Company
Kansas
$16K +$15.7K +500 New
TFS
453
TrustCore Financial Services
Tennessee
$16K +$15.7K +501 New
EFSCE
454
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$12.8K +406 +564%
AIM
455
Advantage Investment Management
Iowa
$14K -$3.83K -122 -22%
WT
456
Whittier Trust
California
$14K
TSW
457
Thompson Siegel & Walmsley
Virginia
$13K -$94 -3 -0.7%
BWM
458
Baystate Wealth Management
Massachusetts
$12K +$220 +7 +2%
LC
459
Lindbrook Capital
California
$11K -$16.3K -520 -61%
TFGT
460
TS Financial Group (TSFG)
Illinois
$11K
RFWA
461
RPg Family Wealth Advisory
Massachusetts
$10K +$9.74K +310 New
ARMC
462
American Research & Management Company
Massachusetts
$10K
CCM
463
Covington Capital Management
California
$10K
HNB
464
Huntington National Bank
Ohio
$9K
IFAM
465
Institutional & Family Asset Management
Colorado
$9K
BWM
466
BerganKDV Wealth Management
Minnesota
$9K +$157 +5 +2%
FWM
467
Focused Wealth Management
New York
$9K +$3.14K +100 +53%
PRC
468
Pearl River Capital
Michigan
$9K +$8.7K +277 New
CFG
469
Citizens Financial Group
Rhode Island
$9K +$9.36K +298 New
IRC
470
Investors Research Corp
Georgia
$8K
PO
471
Private Ocean
California
$7K +$6.19K +197 New
CFB
472
Cullen/Frost Bankers
Texas
$7K +$6.31K +201 New
First Manhattan
473
First Manhattan
New York
$6K
MAM
474
Meeder Asset Management
Ohio
$6K +$1.73K +55 +43%
FANJ
475
Financial Architects (New Jersey)
New Jersey
$6K +$2.42K +77 +74%