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Iron Mountain

534 hedge funds and large institutions have $5.87B invested in Iron Mountain in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 173 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-42
Holders Change %
-7.29%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
219
Reduced
173
Closed
94
Calls
$35.7M
Puts
$51.3M
Net Calls
-$15.5M
Net Calls Change
-$46M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
451
Citizens Financial Group
Rhode Island
$24K +$19.3K +806 +415%
NSIM
452
North Star Investment Management
Illinois
$23K +$2.37K +100 +11%
AA
453
Advisory Alpha
Michigan
$22.7K -$12.4K -508 -35%
MWP
454
Meridian Wealth Partners
Pennsylvania
$22K +$5.02K +215 +30%
ClearBridge Investments
455
ClearBridge Investments
New York
$21K
PA
456
Parallel Advisors
California
$19K +$1.71K +73 +10%
HDIM
457
Hanson & Doremus Investment Management
Vermont
$18K +$18K +751 New
Marshall Wace
458
Marshall Wace
United Kingdom
$18K +$18K +762 New
LC
459
Lindbrook Capital
California
$17K +$7.25K +305 +74%
1W
460
1776 Wealth
Georgia
$17K +$8.5K +325 +100%
AIC
461
Ameritas Investment Company
Nebraska
$17K +$17K +732 New
WTC
462
WhitTier Trust Company
Nevada
$16K
WPA
463
West Paces Advisors
Georgia
$14.8K
BCWM
464
Bartlett & Co Wealth Management
Ohio
$13.3K
WB
465
Webster Bank
Connecticut
$13K
SWM
466
Sugarloaf Wealth Management
Georgia
$13K
SCM
467
Silvant Capital Management
Georgia
$13K
PA
468
Procyon Advisors
Connecticut
$13K
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$13K +$9.76K +407 +301%
BC
470
Bartlett & Co
Ohio
$13K +$13K +546 New
CAC
471
Certified Advisory Corp
Florida
$12K
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$12K
VNA
473
Valley National Advisers
Pennsylvania
$12K +$12K +500 New
GSWM
474
Golden State Wealth Management
California
$12K +$12K +500 New
PG
475
Proffitt & Goodson
Tennessee
$11K