We are live on ! Find out more
IRM icon

Iron Mountain

614 hedge funds and large institutions have $6.89B invested in Iron Mountain in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 244 increasing their positions, 186 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

31% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 186

6% more capital invested

Capital invested by funds: $6.49B → $6.89B (+$392M)

4% more funds holding

Funds holding: 590614 (+24)

3.71% less ownership

Funds ownership: 84.4%80.69% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
+24
Holders Change %
+4.07%
% of All Funds
10.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
100
Increased
244
Reduced
186
Closed
67
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.1M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
526
Howe & Rusling
New York
$28K -$16.7K -601 -39%
WT
527
Whittier Trust
California
$28K
CWC
528
Carolinas Wealth Consulting
North Carolina
$27K +$12.8K +463 +110%
VCG
529
Vantage Consulting Group
Virginia
$26K +$24.3K +876 New
CTC
530
Central Trust Company
Missouri
$24K
TWM
531
Tradition Wealth Management
Minnesota
$24K +$22.3K +803 New
RA
532
Reby Advisors
Connecticut
$22K +$20.8K +750 New
RFA
533
Reilly Financial Advisors
California
$22K +$20.8K +750 New
AWG
534
Altus Wealth Group
Colorado
$21K +$19.4K +700 New
VNA
535
Valley National Advisers
Pennsylvania
$20K
DOA
536
D'Orazio & Associates
Virginia
$20K +$9.82K +354 +114%
WPA
537
West Paces Advisors
Georgia
$18.3K
QCG
538
Quadrant Capital Group
Ohio
$18K +$9.68K +349 +130%
SCM
539
Silvant Capital Management
Georgia
$17K
PCM
540
Penserra Capital Management
California
$17K +$3.55K +128 +27%
BCWM
541
Bartlett & Co Wealth Management
Ohio
$16.4K
BC
542
Bartlett & Co
Ohio
$16K
SIS
543
Sound Income Strategies
Florida
$16K
WB
544
Webster Bank
Connecticut
$16K
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$16K +$1.19K +43 +9%
BFC
546
Bedel Financial Consulting
Indiana
$16K +$4.69K +169 +45%
PWMG
547
Prestige Wealth Management Group
New Jersey
$16K +$13.5K +488 +1,190%
VFA
548
Valeo Financial Advisors
Indiana
$16K +$13.9K +500 +1,111%
HA
549
H2O AM
United Kingdom
$15K
ST
550
Smithfield Trust
Pennsylvania
$15K +$2.77K +100 +25%