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Iron Mountain

522 hedge funds and large institutions have $7.83B invested in Iron Mountain in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 159 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.01% less ownership

Funds ownership: 89.25%87.24% (-2%)

3% less funds holding

Funds holding: 536522 (-14)

10% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 80

14% less capital invested

Capital invested by funds: $9.07B → $7.83B (-$1.24B)

23% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $86.5M

Holders
522
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
11.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
72
Increased
213
Reduced
159
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
SeaCrest Wealth Management
New York
-$115K -3,239 Closed
BAM
577
Bruderman Asset Management
New York
-$59K -1,650 Closed
AA
578
Advisory Alpha
Michigan
-$41.2K -1,329 Closed
BBNA
579
Bremer Bank National Association
Minnesota
-$36K -1,100 Closed
SBA
580
Secrest Blakey & Associates
North Carolina
-$37K -1,018 Closed
WAM
581
Wealthspire Advisors (Maryland)
Maryland
-$33K -939 Closed
AIC
582
Ameritas Investment Company
Nebraska
-$30K -848 Closed
RFC
583
Regions Financial Corp
Alabama
-$25K -700 Closed
PRC
584
Pearl River Capital
Michigan
-$22K -600 Closed
IWP
585
Icon Wealth Partners
Texas
-$19K -537 Closed
MSA
586
Marino Stram & Associates
Massachusetts
-$18K -508 Closed
PGAM
587
Princeton Global Asset Management
New Jersey
-$17K -500 Closed
RTC
588
Riverview Trust Company
Washington
-$10K -285 Closed
AF
589
Advisornet Financial
Minnesota
-$8.22K -251 Closed
CAM
590
Cresset Asset Management
Illinois
-$8K -227 Closed
NWM
591
Northwest Wealth Management
Iowa
-$7K -185 Closed
DBT
592
Dubuque Bank & Trust
Iowa
-$6K -176 Closed
FC
593
Ferris Capital
Massachusetts
-$6K -159 Closed
QCIG
594
Quad-Cities Investment Group
Iowa
-$4K -100 Closed
AIA
595
Alera Investment Advisors
Illinois
-$3K -92 Closed
LFA
596
Legacy Financial Advisors
Kentucky
-$2K -45 Closed
TWA
597
TCI Wealth Advisors
Arizona
-$2K -44 Closed
FCA
598
FinTrust Capital Advisors
South Carolina
-$1K -30 Closed
FGAM
599
Financial Gravity Asset Management
Texas
-$229 -7 Closed
OSAM
600
O'Shaughnessy Asset Management
Connecticut
+$33 +1 +100%