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Iron Mountain

627 hedge funds and large institutions have $8.41B invested in Iron Mountain in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
83
Increased
247
Reduced
212
Closed
59
Calls
$94.1M
Puts
$95.8M
Net Calls
-$1.69M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
501
Belpointe Asset Management
Nevada
$109K +$109K +2,951 New
COCM
502
Charter Oak Capital Management
New Hampshire
$96K +$55.6K +1,500 +138%
LS
503
Livforsakringsbolaget Skandia
Sweden
$91K
GEA
504
Glen Eagle Advisors
New Jersey
$89.4K -$16.4K -444 -16%
OCM
505
Orion Capital Management
California
$85K
PFBT
506
Parkside Financial Bank & Trust
Missouri
$83K +$79.7K +2,142 +2,434%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$82K
NL
508
NVWM LLC
Pennsylvania
$81K +$113 +3 +0.1%
CIA
509
CSat Investment Advisory
Michigan
$77K -$3.86K -105 -5%
VCM
510
Vigilant Capital Management
Maine
$75K
KPCM
511
Kings Point Capital Management
New York
$74K
Credit Agricole
512
Credit Agricole
France
$71K
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$70K -$26.6K -715 -28%
FMP
514
Financial Management Professionals
Texas
$67K +$64.6K +1,743 +2,723%
RE
515
RBC Europe
United Kingdom
$63K -$6.11K -165 -9%
EDRH
516
Edmond de Rothschild Holding
Switzerland
$62K +$62K +1,660 New
WP
517
WealthShield Partners
North Carolina
$61K +$61K +1,657 New
RG
518
Retirement Group
California
$59K -$39.5K -1,070 -40%
SC
519
Sawyer & Company
Massachusetts
$59K
SFS
520
Sowell Financial Services
Arkansas
$58K +$1.37K +33 +2%
PA
521
Parallel Advisors
California
$57K -$1.64K -44 -3%
FFC
522
First Financial Corp
Indiana
$56K
ACA
523
Atlas Capital Advisors
Wyoming
$56K
FHA
524
First Horizon Advisors
Tennessee
$53K
EFSCE
525
Enterprise Financial Services Corp (EFSC)
Missouri
$53K +$866 +23 +2%