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Iron Mountain

587 hedge funds and large institutions have $6.48B invested in Iron Mountain in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
76
Increased
243
Reduced
183
Closed
49
Calls
$58M
Puts
$56.6M
Net Calls
+$1.37M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$13K
PW
527
Price Wealth
Texas
$13K +$11.5K +425 +759%
HFA
528
HC Financial Advisors
California
$13K +$13K +478 New
PCM
529
Penserra Capital Management
California
$12K +$1.41K +56 +13%
CWC
530
Carolinas Wealth Consulting
North Carolina
$12K +$12K +420 New
ST
531
Smithfield Trust
Pennsylvania
$11K
AA
532
AlphaMark Advisors
Kentucky
$11K +$5.5K +200 +100%
BFC
533
Bedel Financial Consulting
Indiana
$10K +$214 +8 +2%
BWM
534
Baystate Wealth Management
Massachusetts
$10K +$231 +9 +2%
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$10K +$7.78K +305 +351%
AJ
536
Ashburton (Jersey)
Jersey
$9K
CHAM
537
Clear Harbor Asset Management
Connecticut
$8.91K +$8.91K +333 New
AWA
538
Arkadios Wealth Advisors
Georgia
$8.25K
TAIM
539
TD Ameritrade Investment Management
Nebraska
$8K -$3.56K -138 -31%
ARMC
540
American Research & Management Company
Massachusetts
$8K
RIA
541
RPG Investment Advisory
California
$8K
CCM
542
Covington Capital Management
California
$8K
FWM
543
Focused Wealth Management
New York
$8K +$109 +4 +1%
DOA
544
D'Orazio & Associates
Virginia
$8K +$5.16K +200 +182%
IWP
545
IAG Wealth Partners
Wisconsin
$8K +$8K +295 New
TWA
546
TCI Wealth Advisors
Arizona
$8K +$8K +299 New
IFAM
547
Institutional & Family Asset Management
Colorado
$7K
MLFP
548
MPS Loria Financial Planners
Illinois
$7K
QCG
549
Quadrant Capital Group
Ohio
$7K +$7K +269 New
LS
550
Leelyn Smith
Illinois
$6K