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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
LC
576
Lindbrook Capital
California
$5K +$638 +23 +16%
BCA
577
Berman Capital Advisors
Georgia
$5K +$3.69K +133 +246%
RIM
578
Rockbridge Investment Management
New York
$5K +$5.13K +185 New
CAGAS
579
Capital Advisory Group Advisory Services
Minnesota
$4K -$110K -3,973 -96%
AssetMark Inc
580
AssetMark Inc
California
$4K
CHA
581
Carmichael Hill & Associates
Maryland
$4K
EARNEST Partners
582
EARNEST Partners
Georgia
$4K
ME
583
McIlrath & Eck
Washington
$4K
BEI
584
Benjamin Edwards Inc
Missouri
$4K +$83 +3 +3%
GAM
585
Gemmer Asset Management
California
$4K +$3.47K +125 New
AIG
586
American International Group
New York
$3.79K -$43.5K -1,568 -1%
MF
587
Manchester Financial
California
$3K
PFBT
588
Parkside Financial Bank & Trust
Missouri
$3K
FEG
589
Financial Enhancement Group
Indiana
$3K +$55 +2 +2%
RPWA
590
Regent Peak Wealth Advisors
Georgia
$3K +$2.64K +95 New
FHC
591
First Horizon Corporation
Tennessee
$2K -$166 -6 -8%
FMP
592
Financial Management Professionals
Texas
$2K
HI
593
Hudock Inc
Pennsylvania
$2K +$55 +2 +2%
AWM
594
Accel Wealth Management
Iowa
$2K +$2.03K +73 New
AAP
595
Arax Advisory Partners
Colorado
$2K +$2.3K +83 New
SIAG
596
Safeguard Investment Advisory Group
California
$2K +$2.77K +100 New
SWA
597
Sutton Wealth Advisors
Florida
$1.12K +$499 +18 +90%
KFS
598
Kelly Financial Services
Massachusetts
$1.06K
ZB
599
Zions Bancorporation
Utah
$1K -$388 -14 -41%
TFO
600
Tarbox Family Office
California
$1K