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Iron Mountain

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FG
476
Fiduciary Group
Georgia
$335K
RJT
477
Raymond James Trust
Florida
$334K -$50.2K -1,154 -13%
SSWM
478
Sheets Smith Wealth Management
North Carolina
$329K -$3.69K -85 -1%
BSG
479
Black Swift Group
Colorado
$328K -$24.5K -565 -7%
SW
480
SteelPeak Wealth
California
$325K -$15.7K -362 -5%
KeyBank National Association
481
KeyBank National Association
Ohio
$325K +$37.6K +866 +13%
PCS
482
Personal CFO Solutions
New Jersey
$322K +$478 +11 +0.1%
CBB
483
Citizens Business Bank
California
$321K +$33.4K +768 +12%
RFM
484
Royal Fund Management
Florida
$315K +$12K +276 +4%
TGAM
485
TBH Global Asset Management
Tennessee
$313K +$565 +13 +0.2%
NEIRG
486
New England Investment & Retirement Group
Massachusetts
$310K +$39K +899 +14%
PWP
487
Principle Wealth Partners
Connecticut
$309K
DA
488
Detalus Advisors
Missouri
$307K -$107K -2,467 -26%
VHAM
489
Van Hulzen Asset Management
California
$306K -$30.4K -700 -9%
RIM
490
Redpoint Investment Management
Australia
$305K -$26.7K -615 -8%
MCCP
491
Mission Creek Capital Partners
California
$303K -$17.1K -394 -5%
RIA
492
Realta Investment Advisors
Delaware
$299K +$1.95K +45 +0.7%
PAS
493
Park Avenue Securities
New York
$293K +$17.6K +404 +6%
BNP Paribas Asset Management
494
BNP Paribas Asset Management
France
$292K -$14.1K -324 -5%
AGA
495
Accuvest Global Advisors
Utah
$287K
WTB
496
Washington Trust Bank
Washington
$286K -$44.4K -1,021 -13%
GRP
497
Global Retirement Partners
California
$286K +$10K +230 +4%
MFW
498
Meristem Family Wealth
Minnesota
$282K -$18.7K -430 -6%
EGA
499
E&G Advisors
Texas
$282K +$282K +6,500 New
PP
500
Paloma Partners
Connecticut
$280K +$32.2K +740 +13%