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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 %
TWM
601
Tradition Wealth Management
Minnesota
$35K +$546 +13 +2%
HR
602
Howe & Rusling
New York
$34K
ETC
603
Exchange Traded Concepts
Oklahoma
$32K +$23.6K +550 +282%
WPA
604
West Paces Advisors
Georgia
$31.1K +$4.78K +113 +18%
VNA
605
Valley National Advisers
Pennsylvania
$29K
HNB
606
Huntington National Bank
Ohio
$28K
CA
607
Clearstead Advisors
Ohio
$26K +$21.9K +511 +532%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$25K +$2.74K +64 +12%
SCM
609
Silvant Capital Management
Georgia
$24K
WB
610
Webster Bank
Connecticut
$24K
SIS
611
Sound Income Strategies
Florida
$23K -$12.8K -300 -36%
FWM
612
Focused Wealth Management
New York
$22K +$302 +7 +1%
PCM
613
Penserra Capital Management
California
$21K -$8.98K -216 -30%
SWM
614
Spire Wealth Management
Virginia
$21K -$8.4K -200 -29%
ST
615
Smithfield Trust
Pennsylvania
$21K
WWM
616
Wagner Wealth Management
South Carolina
$21K
FA
617
Financial Avengers
California
$21K +$331 +8 +2%
CI
618
CX Institutional
Indiana
$19K +$3.87K +90 +26%
BWM
619
Baystate Wealth Management
Massachusetts
$18K +$304 +7 +2%
SL
620
Savior LLC
Massachusetts
$18K +$18K +420 New
AA
621
AlphaMark Advisors
Kentucky
$17K
QCG
622
Quadrant Capital Group
Ohio
$16K -$11.5K -279 -42%
CTC
623
Central Trust Company
Missouri
$16K
RDWM
624
Red Door Wealth Management
Tennessee
$16K +$16K +399 New
DOA
625
D'Orazio & Associates
Virginia
$15K -$12.7K -301 -46%