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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
CAG
651
Csenge Advisory Group
Florida
-$224K -8,250 Closed
GAM
652
Gotham Asset Management
New York
-$214K -7,999 Closed
WTB
653
Washington Trust Bank
Washington
-$214K -7,985 Closed
AII
654
AGF Investments Inc
Ontario, Canada
-$205K -7,650 Closed
O
655
Ossiam
France
-$184K -6,886 Closed
GT
656
Glenmede Trust
Pennsylvania
-$131K -4,905 Closed
CSPIA
657
Cary Street Partners Investment Advisory
Virginia
-$129K -4,800 Closed
FHA
658
Flagship Harbor Advisors
Massachusetts
-$120K -4,487 Closed
IMRF
659
Illinois Municipal Retirement Fund
Illinois
-$95K -3,554 Closed
FFA
660
Founders Financial Alliance
North Carolina
-$88K -3,256 Closed
FQ
661
First Quadrant
California
-$63K -2,344 Closed
PFS
662
Prospera Financial Services
Texas
-$42K -1,585 Closed
CA
663
Clearstead Advisors
Ohio
-$27K -1,000 Closed
RA
664
Rational Advisors
New York
-$22K -836 Closed
EDRH
665
Edmond de Rothschild Holding
Switzerland
-$22K -835 Closed
SWM
666
Sugarloaf Wealth Management
Georgia
-$14K -536 Closed
HFA
667
HC Financial Advisors
California
-$13K -478 Closed
CHAM
668
Clear Harbor Asset Management
Connecticut
-$8.91K -333 Closed
CCM
669
Covington Capital Management
California
-$8K -300 Closed
RIA
670
RPG Investment Advisory
California
-$8K -300 Closed
RIM
671
Rampart Investment Management
Connecticut
-$4K -151 Closed
CAL
672
Capital Analysts LLC
Pennsylvania
-$4K -150 Closed
Fidelity International
673
Fidelity International
Bermuda
-$3.5K -126 -95%
Simplex Trading
674
Simplex Trading
Illinois
-$2.77K -100 Closed
SWA
675
SOA Wealth Advisors
New York
+$139 +5 New