IRM icon

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 %
RDWM
501
Red Door Wealth Management
Tennessee
$4K +$4K +179 New
EARNEST Partners
502
EARNEST Partners
Georgia
$3K
ST
503
Smithfield Trust
Pennsylvania
$3K
DOA
504
D'Orazio & Associates
Virginia
$3K
CHA
505
Carmichael Hill & Associates
Maryland
$3K
BEI
506
Benjamin Edwards Inc
Missouri
$3K +$55 +2 +2%
LSA
507
Lion Street Advisors
Texas
$3K +$3K +117 New
WEC
508
Winslow Evans & Crocker
Massachusetts
$2K
HI
509
Hudock Inc
Pennsylvania
$2K
IA
510
IndexIQ Advisors
New York
$2K +$81 +4 +4%
ABC
511
Associated Banc-Corp
Wisconsin
$2K +$2K +64 New
WLPWM
512
Walled Lake Planning & Wealth Management
Illinois
$2K +$2K +77 New
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5K
SWA
514
Sutton Wealth Advisors
Florida
$1.45K +$476 +20 +49%
EW
515
Evoke Wealth
California
$1.07K -$1.44K -59 -57%
VFA
516
Valeo Financial Advisors
Indiana
$1K -$22.2K -1,000 -96%
TFGT
517
TS Financial Group (TSFG)
Illinois
$1K -$11K -350 Closed
TFO
518
Tarbox Family Office
California
$1K -$357 -15 -26%
GI
519
Gradient Investments
Minnesota
$1K
LWM
520
Liberty Wealth Management
California
$1K
SQA
521
Simon Quick Advisors
New Jersey
$1K +$444 +28 +80%
TWA
522
TCI Wealth Advisors
Arizona
$1K +$710 +44 +244%
ME
523
McIlrath & Eck
Washington
$1K +$1K +45 New
PWMG
524
Prestige Wealth Management Group
New Jersey
$1K +$1K +60 New
KFS
525
Kelly Financial Services
Massachusetts
$857