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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 %
CFO
651
CVA Family Office
Colorado
$6K
EARNEST Partners
652
EARNEST Partners
Georgia
$6K
CAGAS
653
Capital Advisory Group Advisory Services
Minnesota
$6K +$39 +1 +0.7%
LF
654
Lee Financial
Texas
$6K +$6K +150 New
HWMA
655
Heritage Wealth Management (Arizona)
Arizona
$5K
AssetMark Inc
656
AssetMark Inc
California
$5K
GAM
657
Gemmer Asset Management
California
$5K
BEI
658
Benjamin Edwards Inc
Missouri
$5K +$81 +2 +2%
AWM
659
Avior Wealth Management
Nebraska
$5K +$2.52K +70 +101%
ME
660
McIlrath & Eck
Washington
$4K -$2K -50 -33%
FI
661
FormulaFolio Investments
Michigan
$4K
HI
662
Hudock Inc
Pennsylvania
$4K +$43 +1 +1%
TCM
663
Tradewinds Capital Management
Washington
$4K +$4K +100 New
LPWM
664
Lake Point Wealth Management
Texas
$4K +$4K +100 New
HC
665
Hoese & Co
Minnesota
$4K +$4K +100 New
AIG
666
American International Group
New York
$3.8K -$1.61K -38,071 -30%
ZB
667
Zions Bancorporation
Utah
$3K -$156 -4 -5%
FHC
668
First Horizon Corporation
Tennessee
$3K
GWS
669
Glassman Wealth Services
Virginia
$3K +$2.52K +57 +518%
SSB
670
Sandy Spring Bank
Maryland
$2K
SCA
671
Stonebridge Capital Advisors
Minnesota
$2K +$2K +36 New
AAP
672
Arax Advisory Partners
Colorado
$2K +$2K +58 New
SWA
673
Sutton Wealth Advisors
Florida
$1.61K
WIM
674
Westside Investment Management
California
$1.1K
OIA
675
Optimum Investment Advisors
Illinois
$1K