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Iron Mountain

682 hedge funds and large institutions have $9.67B invested in Iron Mountain in 2021 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 252 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+55
Holders Change %
+8.77%
% of All Funds
11.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
110
Increased
252
Reduced
214
Closed
52
Calls
$95.9M
Puts
$124M
Net Calls
-$28.3M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
501
Financial Advocates Investment Management
Washington
$246K -$28.1K -663 -10%
PFGIA
502
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$931 +22 +0.4%
KWM
503
Kingsview Wealth Management
Oregon
$245K +$245K +5,737 New
VCA
504
Verdence Capital Advisors
Maryland
$244K +$244K +5,755 New
PP
505
Paloma Partners
Connecticut
$241K +$241K +5,697 New
CANY
506
Caxton Associates (New York)
New York
$241K +$241K +5,699 New
LFAS
507
Level Four Advisory Services
Texas
$234K +$234K +5,537 New
NFG
508
Nations Financial Group
Iowa
$232K +$232K +5,482 New
JWCA
509
J.W. Cole Advisors
Florida
$231K +$231K +5,465 New
SW
510
SVB Wealth
Massachusetts
$230K -$479K -11,361 -68%
GC
511
Globeflex Capital
California
$230K
IAIM
512
International Assets Investment Management
Florida
$229K -$259K -6,135 -53%
WT
513
Washington Trust
Rhode Island
$229K
GLA
514
Good Life Advisors
Pennsylvania
$225K -$10.9K -257 -5%
CI Investments Inc
515
CI Investments Inc
Ontario, Canada
$222K +$84.3K +1,993 +61%
ESB
516
Essex Savings Bank
Connecticut
$221K +$221K +5,095 New
LW
517
Linscomb Wealth
Texas
$220K +$220K +5,192 New
E
518
Ergoteles
New York
$220K +$220K +5,193 New
MCA
519
Morris Capital Advisors
Pennsylvania
$220K +$220K +5,198 New
AMG
520
Advisors Management Group
Wisconsin
$220K +$220K +5,202 New
GT
521
Greenleaf Trust
Michigan
$219K +$219K +5,184 New
XF
522
XML Financial
Maryland
$218K -$79K -1,865 -27%
CA
523
Cullinan Associates
Kentucky
$217K -$325K -7,676 -60%
CWM
524
CCG Wealth Management
California
$217K +$217K +5,130 New
CFG
525
Cooper Financial Group
California
$216K +$216K +5,100 New