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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 %
PCM
476
Penserra Capital Management
California
$10K -$10.3K -450 -51%
WT
477
Whittier Trust
California
$10K
TAIM
478
TD Ameritrade Investment Management
Nebraska
$10K +$10K +412 New
BWM
479
Baystate Wealth Management
Massachusetts
$9K +$170 +7 +2%
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$9K +$5.08K +202 +129%
EIP
481
Ellis Investment Partners
Pennsylvania
$8K
BFC
482
Bedel Financial Consulting
Indiana
$8K +$157 +7 +2%
KPW
483
Kore Private Wealth
New York
$8K +$8K +331 New
AWA
484
Arkadios Wealth Advisors
Georgia
$7.14K
CCM
485
Covington Capital Management
California
$7K -$3.5K -150 -33%
OPS
486
Orion Portfolio Solutions
Nebraska
$7K -$669 -28 -9%
FWM
487
Focused Wealth Management
New York
$7K
ARMC
488
American Research & Management Company
Massachusetts
$7K
IFAM
489
Institutional & Family Asset Management
Colorado
$7K
FANJ
490
Financial Architects (New Jersey)
New Jersey
$7K +$145 +6 +2%
WQ
491
Wealth Quarterback
New Jersey
$6.88K +$119 +5 +2%
ZB
492
Zions Bancorporation
Utah
$6K -$5.98K -264 -50%
IRC
493
Investors Research Corp
Georgia
$6K
LS
494
Leelyn Smith
Illinois
$5K
ETC
495
Exchange Traded Concepts
Oklahoma
$5K +$2.52K +106 +102%
AIS
496
Accurate Investment Solutions
Pennsylvania
$5K +$5K +192 New
BWM
497
BerganKDV Wealth Management
Minnesota
$4K -$2.16K -95 -35%
PFBT
498
Parkside Financial Bank & Trust
Missouri
$4K -$119 -5 -3%
KTC
499
Kistler-Tiffany Companies
Pennsylvania
$4K
First Manhattan
500
First Manhattan
New York
$4K