IRM icon

Iron Mountain

535 hedge funds and large institutions have $9.06B invested in Iron Mountain in 2019 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 206 increasing their positions, 152 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+50
Holders Change %
+10.31%
% of All Funds
11.6%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
92
Increased
206
Reduced
152
Closed
36
Calls
$63.7M
Puts
$60.9M
Net Calls
+$2.78M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
501
Focused Wealth Management
New York
$5K
EARNEST Partners
502
EARNEST Partners
Georgia
$5K
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5K +$2.23K +63 +81%
AIM
504
Advantage Investment Management
Iowa
$4K -$55.3K -1,687 -93%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$4K -$198 -5 -5%
QCIG
506
Quad-Cities Investment Group
Iowa
$4K
KTC
507
Kistler-Tiffany Companies
Pennsylvania
$4K
DOA
508
D'Orazio & Associates
Virginia
$4K -$3K
FANJ
509
Financial Architects (New Jersey)
New Jersey
$4K +$78 +2 +2%
WAP
510
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +100 New
NFG
511
Next Financial Group
Texas
$3K -$59.1K -1,654 -95%
PCP
512
Proficio Capital Partners
Massachusetts
$3K +$767 +23 +34%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$3K +$878 +24 +41%
AIA
514
Alera Investment Advisors
Illinois
$3K +$1.27K +39 +74%
ESB
515
Essex Savings Bank
Connecticut
$3K +$3K +75 New
NFH
516
NEXT Financial Holdings
Texas
$3K +$3K +84 New
ECM
517
Estabrook Capital Management
New York
$2.66K
TWA
518
TCI Wealth Advisors
Arizona
$2K -$91 -2 -4%
TFO
519
Tarbox Family Office
California
$2K
LFA
520
Legacy Financial Advisors
Kentucky
$2K +$2K +45 New
BBHC
521
Brown Brothers Harriman & Co
New York
$2K +$2K +48 New
KFS
522
Kelly Financial Services
Massachusetts
$1.28K +$1.28K +36 New
FCA
523
FinTrust Capital Advisors
South Carolina
$1K
HI
524
Hudock Inc
Pennsylvania
$1K
LWM
525
Liberty Wealth Management
California
$1K