IRM icon

Iron Mountain

517 hedge funds and large institutions have $7.85B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 212 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
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
212
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
476
Edge Wealth Management
New York
$6K +$6K +200 New
AIS
477
Accurate Investment Solutions
Pennsylvania
$5K
ST
478
Smithfield Trust
Pennsylvania
$5K
WAP
479
Wealthcare Advisory Partners
Pennsylvania
$5K +$65 +2 +1%
TWA
480
TCI Wealth Advisors
Arizona
$5K +$5K +145 New
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57K
CI
482
CX Institutional
Indiana
$4K -$12.3K -335 -75%
WEC
483
Winslow Evans & Crocker
Massachusetts
$4K
EARNEST Partners
484
EARNEST Partners
Georgia
$4K
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$4K
KTC
486
Kistler-Tiffany Companies
Pennsylvania
$4K
PFBT
487
Parkside Financial Bank & Trust
Missouri
$4K +$1.51K +42 +61%
BBHC
488
Brown Brothers Harriman & Co
New York
$4K +$3.39K +106 +558%
EW
489
Evoke Wealth
California
$3.85K +$3.85K +116 New
CFD
490
Creative Financial Designs
Indiana
$3K -$5.8K -205 -66%
BEI
491
Benjamin Edwards Inc
Missouri
$3K +$57 +2 +2%
FEM
492
Fulcrum Equity Management
Texas
$3K +$3K +82 New
DOA
493
D'Orazio & Associates
Virginia
$3K +$3K +108 New
CG
494
Cutler Group
California
$2K -$18.2K -800 -90%
TFO
495
Tarbox Family Office
California
$2K
HI
496
Hudock Inc
Pennsylvania
$2K +$25 +1 +1%
GWS
497
Glassman Wealth Services
Virginia
$2K +$710 +22 +55%
SWA
498
Sutton Wealth Advisors
Florida
$1.33K +$810 +25 +156%
KFS
499
Kelly Financial Services
Massachusetts
$1.17K
VFA
500
Valeo Financial Advisors
Indiana
$1K -$22.6K -1,017 -96%