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Iron Mountain

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24%84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
551
Santori & Peters Inc
Pennsylvania
-$219K -7,005 Closed
CIMLRA
552
CBRE Investment Management Listed Real Assets
Pennsylvania
-$218K -6,967 Closed
AIP
553
Ahrens Investment Partners
Louisiana
-$207K -6,600 Closed
ERSOT
554
Employees Retirement System of Texas
Texas
-$205K -6,538 Closed
Federated Hermes
555
Federated Hermes
Pennsylvania
-$143K -4,584 Closed
MC
556
Machina Capital
France
-$108K -3,445 Closed
MCM
557
Manchester Capital Management
Vermont
-$63K -2,000 Closed
YWP
558
YorkBridge Wealth Partners
New York
-$57K -1,820 Closed
DWM
559
Destination Wealth Management
California
-$46K -1,462 Closed
EWM
560
Executive Wealth Management
Michigan
-$32K -1,014 Closed
CWA
561
Clarus Wealth Advisors
Arizona
-$25K -807 Closed
PFC
562
Phocas Financial Corp
California
-$21K -673 Closed
ESB
563
Essex Savings Bank
Connecticut
-$20K -641 Closed
SWP
564
Strategic Wealth Partners
Ohio
-$15K -500 Closed
CAW
565
Cornerstone Advisors (Washington)
Washington
-$9K -293 Closed
AC
566
Avestar Capital
New York
-$7K -262 Closed
M
567
MOTCO
Texas
-$4K -117 Closed
SQA
568
Simon Quick Advisors
New Jersey
-$3.25K -104 Closed
PCP
569
Proficio Capital Partners
Massachusetts
-$2K -67 Closed
EWA
570
Evolution Wealth Advisors
Florida
-$2K -63 Closed
CQS
571
Credential Qtrade Securities
-$1.63K -52 Closed
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
-$220 -7 Closed
TFA
573
Transamerica Financial Advisors
Florida
-$1K -3 Closed
OSAM
574
O'Shaughnessy Asset Management
Connecticut
-$31 -1 -50%
TAF
575
Tredje AP-fonden
Sweden
+$31 +1 New