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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
SFS
476
Sowell Financial Services
Arkansas
$6K +$6.16K +196 New
EWM
477
Edge Wealth Management
New York
$6K +$6.28K +200 New
AIS
478
Accurate Investment Solutions
Pennsylvania
$5K
ST
479
Smithfield Trust
Pennsylvania
$5K
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$5K +$63 +2 +1%
TWA
481
TCI Wealth Advisors
Arizona
$5K +$4.55K +145 New
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.57K
CI
483
CX Institutional
Indiana
$4K -$10.5K -335 -75%
EARNEST Partners
484
EARNEST Partners
Georgia
$4K
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$4K
KTC
486
Kistler-Tiffany Companies
Pennsylvania
$4K
WEC
487
Winslow Evans & Crocker
Massachusetts
$4K
PFBT
488
Parkside Financial Bank & Trust
Missouri
$4K +$1.32K +42 +61%
BBHC
489
Brown Brothers Harriman & Co
New York
$4K +$3.33K +106 +558%
EW
490
Evoke Wealth
California
$3.85K +$3.64K +116 New
CFD
491
Creative Financial Designs
Indiana
$3K -$6.44K -205 -66%
BEI
492
Benjamin Edwards Inc
Missouri
$3K +$63 +2 +2%
FEM
493
Fulcrum Equity Management
Texas
$3K +$2.58K +82 New
DOA
494
D'Orazio & Associates
Virginia
$3K +$3.39K +108 New
CG
495
Cutler Group
California
$2K -$25.1K -800 -90%
TFO
496
Tarbox Family Office
California
$2K
HI
497
Hudock Inc
Pennsylvania
$2K +$31 +1 +1%
GWS
498
Glassman Wealth Services
Virginia
$2K +$691 +22 +55%
SWA
499
Sutton Wealth Advisors
Florida
$1.33K +$785 +25 +156%
KFS
500
Kelly Financial Services
Massachusetts
$1.17K