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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
FWM
551
Focused Wealth Management
New York
$15K +$5.69K +205 +70%
HCM
552
Highlander Capital Management
New Jersey
$15K +$13.9K +500 New
PS
553
Planned Solutions
California
$15K +$13.9K +500 New
FA
554
Financial Avengers
California
$14K +$13.5K +488 New
AA
555
AlphaMark Advisors
Kentucky
$12K
BWM
556
Baystate Wealth Management
Massachusetts
$12K +$250 +9 +2%
SIM
557
Seaview Investment Managers
Florida
$12K +$11.8K +425 New
WTC
558
WhitTier Trust Company
Nevada
$10K -$9.63K -347 -51%
AJ
559
Ashburton (Jersey)
Jersey
$10K
ARMC
560
American Research & Management Company
Massachusetts
$9K
IWP
561
IAG Wealth Partners
Wisconsin
$9K
HIA
562
Harbor Investment Advisory
Maryland
$9K +$8.63K +311 New
PK
563
Pflug Koory
Nebraska
$9K +$8.94K +322 New
AWA
564
Arkadios Wealth Advisors
Georgia
$8K
IFAM
565
Institutional & Family Asset Management
Colorado
$8K
MLFP
566
MPS Loria Financial Planners
Illinois
$8K +$361 +13 +5%
CI
567
CX Institutional
Indiana
$8K +$5.49K +198 +248%
LS
568
Leelyn Smith
Illinois
$7K
BWM
569
BerganKDV Wealth Management
Minnesota
$6K +$111 +4 +2%
DAC
570
Dividend Assets Capital
South Carolina
$6K +$5.55K +200 New
JWA
571
JFS Wealth Advisors
Pennsylvania
$6K +$6.1K +220 New
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$5K -$6.13K -221 -56%
TWA
573
TCI Wealth Advisors
Arizona
$5K -$3.91K -141 -47%
FMII
574
Farmers & Merchants Investments Inc
Nebraska
$5K
First Manhattan
575
First Manhattan
New York
$5K