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Iron Mountain

627 hedge funds and large institutions have $8.41B invested in Iron Mountain in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
83
Increased
247
Reduced
212
Closed
59
Calls
$94.1M
Puts
$95.8M
Net Calls
-$1.69M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Shares
Change %
ARMC
576
American Research & Management Company
Massachusetts
$11K
IWP
577
IAG Wealth Partners
Wisconsin
$11K
HIA
578
Harbor Investment Advisory
Maryland
$10K -$1.43K -39 -13%
IFAM
579
Institutional & Family Asset Management
Colorado
$10K
MLFP
580
MPS Loria Financial Planners
Illinois
$9K -$34 -1 -0.4%
EI
581
Ellevest Inc
New York
$9K +$7.24K +205 +410%
JPLA
582
Joseph P. Lucia & Associates
New York
$9K +$9K +250 New
JWA
583
JFS Wealth Advisors
Pennsylvania
$8K
LS
584
Leelyn Smith
Illinois
$8K
LC
585
Lindbrook Capital
California
$8K +$1.74K +46 +28%
Nisa Investment Advisors
586
Nisa Investment Advisors
Missouri
$7.82K -$777 -20,984 -9%
ETC
587
Exchange Traded Concepts
Oklahoma
$7K -$2.73M -75,972 -100%
Loomis, Sayles & Company
588
Loomis, Sayles & Company
Massachusetts
$7K -$1.66M -47,142 -100%
DAC
589
Dividend Assets Capital
South Carolina
$7K
First Manhattan
590
First Manhattan
New York
$7K
BWM
591
BerganKDV Wealth Management
Minnesota
$7K +$144 +4 +2%
BCA
592
Berman Capital Advisors
Georgia
$7K +$583 +17 +9%
CCM
593
Covington Capital Management
California
$7K +$7K +200 New
TWA
594
TCI Wealth Advisors
Arizona
$6K
ME
595
McIlrath & Eck
Washington
$6K
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$6K
CAGAS
597
Capital Advisory Group Advisory Services
Minnesota
$6K +$40 +1 +0.7%
GAM
598
Gemmer Asset Management
California
$5K
EARNEST Partners
599
EARNEST Partners
Georgia
$5K
CHA
600
Carmichael Hill & Associates
Maryland
$5K