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Iron Mountain

614 hedge funds and large institutions have $6.89B invested in Iron Mountain in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 244 increasing their positions, 186 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

31% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 186

6% more capital invested

Capital invested by funds: $6.49B → $6.89B (+$392M)

4% more funds holding

Funds holding: 590614 (+24)

3.71% less ownership

Funds ownership: 84.4%80.69% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
+24
Holders Change %
+4.07%
% of All Funds
10.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
100
Increased
244
Reduced
186
Closed
67
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.1M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
501
Core Wealth Advisors (Florida)
Florida
$51K +$47.6K +1,717 New
LIM
502
Longfellow Investment Management
Massachusetts
$50K +$46.2K +1,664 New
WEC
503
Winslow Evans & Crocker
Massachusetts
$49K +$44.4K +1,600 +2,286%
SC
504
Sawyer & Company
Massachusetts
$47K -$44.4K -1,600 -50%
ABC
505
Associated Banc-Corp
Wisconsin
$47K
PA
506
Parallel Advisors
California
$46K +$1.28K +46 +3%
ACA
507
Atlas Capital Advisors
Wyoming
$44.6K +$42K +1,513 New
FFC
508
First Financial Corp
Indiana
$44K
PWM
509
Perigon Wealth Management
California
$43K +$40.1K +1,444 New
FHA
510
First Horizon Advisors
Tennessee
$42K
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$1.58K -57 -4%
SFS
512
Sowell Financial Services
Arkansas
$40K +$6.94K +250 +22%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.2K +$35.1K +1,265 +2,008%
JCM
514
Jacobi Capital Management
Pennsylvania
$34K +$83 +3 +0.3%
BSG
515
Black Swift Group
Colorado
$34K +$31.9K +1,150 New
Lazard Asset Management
516
Lazard Asset Management
New York
$33K -$2.69K -97 -8%
AIL
517
AGF Investments LLC
Ontario, Canada
$32K -$214K -7,704 -87%
T
518
TOBAM
France
$32K
COCM
519
Charter Oak Capital Management
New Hampshire
$32K +$30.2K +1,090 New
SWP
520
ShoreHaven Wealth Partners
New Jersey
$30K +$28K +1,010 New
PCIA
521
Prime Capital Investment Advisors
Kansas
$29K -$8.32K -300 -23%
NSIM
522
North Star Investment Management
Illinois
$29K
MWP
523
Meridian Wealth Partners
Pennsylvania
$29K +$499 +18 +2%
CWP
524
Concord Wealth Partners
Virginia
$29K +$27.7K +1,000 New
SN
525
Sittner & Nelson
Oregon
$29K +$27.7K +1,000 New