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Iron Mountain

682 hedge funds and large institutions have $9.67B invested in Iron Mountain in 2021 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 252 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+55
Holders Change %
+8.77%
% of All Funds
11.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
110
Increased
252
Reduced
214
Closed
52
Calls
$95.9M
Puts
$124M
Net Calls
-$28.3M
Net Calls Change
-$26.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
576
Edmond de Rothschild Holding
Switzerland
$70K
SC
577
Sawyer & Company
Massachusetts
$68K
RG
578
Retirement Group
California
$68K +$423 +10 +0.6%
ACA
579
Atlas Capital Advisors
Wyoming
$64K
SPIA
580
Steward Partners Investment Advisory
New York
$64K -$62.5K -1,478 -49%
FFC
581
First Financial Corp
Indiana
$63K
WP
582
WealthShield Partners
North Carolina
$60K -$10.6K -248 -15%
EFSCE
583
Enterprise Financial Services Corp (EFSC)
Missouri
$60K
Lazard Asset Management
584
Lazard Asset Management
New York
$60K +$8.42K +200 +16%
WBC
585
West Branch Capital
Massachusetts
$59K +$59K +1,400 New
BFC
586
Bedel Financial Consulting
Indiana
$53K +$29.8K +707 +128%
FAM
587
Fred Alger Management
New York
$52K +$52K +1,225 New
JCM
588
Jacobi Capital Management
Pennsylvania
$49K +$84 +2 +0.2%
T
589
TOBAM
France
$45K
GWSG
590
GPS Wealth Strategies Group
Colorado
$45K +$425 +10 +1%
AW
591
Avion Wealth
Texas
$45K +$45K +1,069 New
SN
592
Sittner & Nelson
Oregon
$42K
NSIM
593
North Star Investment Management
Illinois
$41K
WT
594
Whittier Trust
California
$40K
FCMT
595
Founders Capital Management (Texas)
Texas
$40K +$14.7K +350 +58%
ED
596
Exane Derivatives
France
$38.1K -$124K -2,800 -76%
PO
597
Private Ocean
California
$38K +$38K +900 New
NFSG
598
Newbridge Financial Services Group
Florida
$36K +$11.5K +275 +47%
BWL
599
Bogart Wealth LLC
Virginia
$36K +$36K +857 New
KFS
600
Kelly Financial Services
Massachusetts
$36K +$35.2K +1,488 +4,133%