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Iron Mountain

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
626
Silvant Capital Management
Georgia
$24K
WWM
627
Wagner Wealth Management
South Carolina
$23K
FWM
628
Focused Wealth Management
New York
$22K +$256 +6 +1%
FA
629
Financial Avengers
California
$22K +$300 +7 +1%
CI
630
CX Institutional
Indiana
$22K +$2.93K +68 +15%
MWM
631
Mascoma Wealth Management
New Hampshire
$22K +$22K +500 New
DFCM
632
Dark Forest Capital Management
Puerto Rico
$21K -$334K -7,848 -94%
ST
633
Smithfield Trust
Pennsylvania
$21K
KIG
634
Kowal Investment Group
Wisconsin
$21K +$21K +494 New
SL
635
Savior LLC
Massachusetts
$18K
CTC
636
Central Trust Company
Missouri
$18K
BWM
637
Baystate Wealth Management
Massachusetts
$18K +$257 +6 +1%
QCG
638
Quadrant Capital Group
Ohio
$17K -$267 -6 -2%
AA
639
AlphaMark Advisors
Kentucky
$17K
EI
640
Ellevest Inc
New York
$17K +$1.37K +31 +9%
BCA
641
Berman Capital Advisors
Georgia
$17K +$2.79K +66 +20%
AF
642
Advisornet Financial
Minnesota
$16K +$16K +378 New
PSB
643
Piscataqua Savings Bank
New Hampshire
$15K
APWA
644
Atlas Private Wealth Advisors
New Jersey
$15K +$211 +5 +1%
WTC
645
WhitTier Trust Company
Nevada
$14K
PCG
646
Private Capital Group
Connecticut
$14K
PK
647
Pflug Koory
Nebraska
$14K
GLLW
648
Graves Light Lenhart Wealth
Virginia
$14K +$14K +330 New
RFWA
649
RPg Family Wealth Advisory
Massachusetts
$13.7K
IWP
650
IAG Wealth Partners
Wisconsin
$13K