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Iron Mountain

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HVIA
501
Hudson Valley Investment Advisors
New York
$278K
SWM
502
SeaCrest Wealth Management
New York
$273K -$12.8K -294 -4%
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$19.1K +440 +8%
KA
504
Kovack Advisors
Florida
$270K -$183K -4,222 -40%
CCIA
505
Campbell & Co Investment Adviser
Maryland
$269K +$269K +6,186 New
AFM
506
Abbot Financial Management
Massachusetts
$265K
FHA
507
Flagship Harbor Advisors
Massachusetts
$264K
LNWTC
508
Laird Norton Wetherby Trust Company
Washington
$264K +$264K +6,090 New
SEP
509
Southland Equity Partners
Missouri
$263K +$10.3K +236 +4%
LW
510
Linscomb Wealth
Texas
$263K +$37.4K +862 +17%
JF
511
Jump Financial
Illinois
$260K +$260K +5,964 New
ACA
512
Atlas Capital Advisors
Wyoming
$260K +$194K +4,470 +295%
BFA
513
Beaumont Financial Advisors
Massachusetts
$259K -$17.3K -399 -6%
JWCA
514
J.W. Cole Advisors
Florida
$255K +$17.1K +393 +7%
FC
515
FCA Corp
Texas
$253K
VCA
516
Verdence Capital Advisors
Maryland
$251K +$696 +16 +0.3%
GT
517
Glenmede Trust
Pennsylvania
$247K -$9.94K -229 -4%
ESB
518
Essex Savings Bank
Connecticut
$247K +$3.44K +72 +1%
NIM
519
NuWave Investment Management
New Jersey
$246K -$323K -7,415 -57%
BA
520
Bristlecone Advisors
Washington
$245K -$27.1K -624 -10%
Wellington Management Group
521
Wellington Management Group
Massachusetts
$243K -$536K -12,361 -69%
BCM
522
Bluefin Capital Management
New York
$242K +$242K +5,560 New
KWM
523
Kingsview Wealth Management
Oregon
$241K -$7.9K -182 -3%
GT
524
Greenleaf Trust
Michigan
$241K +$15.5K +357 +7%
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
$240K +$11.7K +270 +5%