IRM icon

Iron Mountain

560 hedge funds and large institutions have $6.43B invested in Iron Mountain in 2020 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 199 increasing their positions, 187 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+26
Holders Change %
+4.87%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
91
Increased
199
Reduced
187
Closed
63
Calls
$96.3M
Puts
$79.6M
Net Calls
+$16.7M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
526
NVWM LLC
Pennsylvania
$4K +$4K +140 New
AWM
527
Apollon Wealth Management
South Carolina
$4K +$4K +150 New
AssetMark Inc
528
AssetMark Inc
California
$3K -$47.7K -2,020 -94%
DOA
529
D'Orazio & Associates
Virginia
$3K
EARNEST Partners
530
EARNEST Partners
Georgia
$3K
BEI
531
Benjamin Edwards Inc
Missouri
$3K +$80 +3 +3%
SSB
532
Sandy Spring Bank
Maryland
$3K +$3K +108 New
Fidelity International
533
Fidelity International
Bermuda
$3K +$3K +127 New
NIM
534
NuWave Investment Management
New Jersey
$2K -$114K -4,210 -98%
PFBT
535
Parkside Financial Bank & Trust
Missouri
$2K -$2.1K -86 -51%
WEC
536
Winslow Evans & Crocker
Massachusetts
$2K
HI
537
Hudock Inc
Pennsylvania
$2K +$69 +3 +4%
ABC
538
Associated Banc-Corp
Wisconsin
$2K +$439 +18 +28%
VFA
539
Valeo Financial Advisors
Indiana
$2K +$800 +30 +67%
RA
540
Rational Advisors
New York
$2K +$2K +74 New
WCG
541
Weaver Consulting Group
California
$2K +$2K +83 New
FEG
542
Financial Enhancement Group
Indiana
$2K +$2K +85 New
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$2K +$1.98K +86 +8,600%
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.64K
ZB
545
Zions Bancorporation
Utah
$1K -$12.3K -245 -92%
PWMG
546
Prestige Wealth Management Group
New Jersey
$1K -$463 -19 -32%
TFO
547
Tarbox Family Office
California
$1K -$615 -16 -38%
CWC
548
Carolinas Wealth Consulting
North Carolina
$1K
LWM
549
Liberty Wealth Management
California
$1K +$225 +9 +29%
BCA
550
Berman Capital Advisors
Georgia
$1K +$352 +19 +54%