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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 %
CCM
651
Covington Capital Management
California
$13K +$4.33K +100 +50%
HIA
652
Harbor Investment Advisory
Maryland
$12K
IFAM
653
Institutional & Family Asset Management
Colorado
$12K
Nisa Investment Advisors
654
Nisa Investment Advisors
Missouri
$11K +$2.43K +55,890 +28%
TG
655
TCW Group
California
$10.1K -$2.79K -64,104 -22%
KTC
656
Kistler-Tiffany Companies
Pennsylvania
$10K -$1.79K -40 -15%
JWA
657
JFS Wealth Advisors
Pennsylvania
$10K
LS
658
Leelyn Smith
Illinois
$10K
SAI
659
Systematic Alpha Investments
New Jersey
$10K +$10K +215 New
DAC
660
Dividend Assets Capital
South Carolina
$9K
BWM
661
BerganKDV Wealth Management
Minnesota
$9K +$134 +3 +2%
TAIM
662
TD Ameritrade Investment Management
Nebraska
$8K -$238K -9,224 -97%
EBA
663
Eagle Bay Advisors
New York
$8K -$2.34K -68 -23%
LC
664
Lindbrook Capital
California
$8K -$1.42K -32 -15%
OC
665
Oakworth Capital
Alabama
$8K +$8K +180 New
DOA
666
D'Orazio & Associates
Virginia
$7K -$9.5K -205 -58%
PWMG
667
Prestige Wealth Management Group
New Jersey
$7K
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$7K
CAGAS
669
Capital Advisory Group Advisory Services
Minnesota
$7K +$46 +1 +0.7%
KA
670
Kozak & Associates
Colorado
$7K +$7K +147 New
EARNEST Partners
671
EARNEST Partners
Georgia
$6K
CHA
672
Carmichael Hill & Associates
Maryland
$6K
AWM
673
Avior Wealth Management
Nebraska
$6K +$127 +3 +2%
SSC
674
Syverson Strege & Co
Iowa
$6K +$6K +133 New
BIA
675
Bell Investment Advisors
California
$6K +$6K +147 New