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Iron Mountain

522 hedge funds and large institutions have $7.83B invested in Iron Mountain in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 159 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.01% less ownership

Funds ownership: 89.25%87.24% (-2%)

3% less funds holding

Funds holding: 536522 (-14)

10% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 80

14% less capital invested

Capital invested by funds: $9.07B → $7.83B (-$1.24B)

23% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $86.5M

Holders
522
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
11.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
72
Increased
213
Reduced
159
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$2K -$426 -13 -16%
TFO
502
Tarbox Family Office
California
$2K
HI
503
Hudock Inc
Pennsylvania
$2K +$983 +30 +60%
EWA
504
Evolution Wealth Advisors
Florida
$2K +$2.06K +63 New
CQS
505
Credential Qtrade Securities
$1.63K -$452K -13,800 -100%
KFS
506
Kelly Financial Services
Massachusetts
$1.13K
GWS
507
Glassman Wealth Services
Virginia
$1K -$21.1K -643 -94%
BBHC
508
Brown Brothers Harriman & Co
New York
$1K -$950 -29 -60%
Fidelity International
509
Fidelity International
Bermuda
$1K -$164 -5 -13%
GI
510
Gradient Investments
Minnesota
$1K
LWM
511
Liberty Wealth Management
California
$1K
TFA
512
Transamerica Financial Advisors
Florida
$1K +$98 +3 New
SCA
513
Stonebridge Capital Advisors
Minnesota
$1K +$1.11K +34 New
BAM
514
Barrett Asset Management
New York
$1K +$1.28K +39 New
SWA
515
Sutton Wealth Advisors
Florida
$501 -$393 -12 -43%
ED
516
Exane Derivatives
France
$375 -$6.82K -208 -95%
GT
517
Glenmede Trust
Pennsylvania
$138 -$66 -2 -0%
WIM
518
Westside Investment Management
California
$3 +$3.28K +100 New
DA
519
Duality Advisers
Florida
-$7.29M -205,640 Closed
SRAM
520
Stone Ridge Asset Management
New York
-$5.53M -156,000 Closed
Marshall Wace
521
Marshall Wace
United Kingdom
-$3.58M -100,878 Closed
Renaissance Technologies
522
Renaissance Technologies
New York
-$3.18M -89,800 Closed
Los Angeles Capital Management
523
Los Angeles Capital Management
California
-$2.95M -83,252 Closed
GCC
524
Guardian Capital (Canada)
Ontario, Canada
-$2.57M -72,364 Closed
Tudor Investment Corp
525
Tudor Investment Corp
Connecticut
-$2.4M -67,598 Closed