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Iron Mountain

749 hedge funds and large institutions have $12B invested in Iron Mountain in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 266 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+44
Holders Change %
+6.24%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
124
Increased
266
Reduced
239
Closed
71
Calls
$90.2M
Puts
$132M
Net Calls
-$42.2M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Capstone Investment Advisors
651
Capstone Investment Advisors
New York
$50K -$495K -9,423 -91%
TWM
652
Tradition Wealth Management
Minnesota
$50K +$626 +12 +1%
PO
653
Private Ocean
California
$47K
TWA
654
TCI Wealth Advisors
Arizona
$47K +$422 +8 +0.9%
SIS
655
Sound Income Strategies
Florida
$46K -$2.97K -57 -6%
CA
656
Clearstead Advisors
Ohio
$44K +$11.9K +226 +37%
HR
657
Howe & Rusling
New York
$42K
CFB
658
Cullen/Frost Bankers
Texas
$42K +$42K +800 New
Group One Trading
659
Group One Trading
Illinois
$37K +$37K +702 New
MRCM
660
M&R Capital Management
New Jersey
$37K +$37K +714 New
VNA
661
Valley National Advisers
Pennsylvania
$36K
TH
662
TCTC Holdings
Texas
$33K
EI
663
Ellevest Inc
New York
$33K +$13K +252 +65%
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$32K +$952 +18 +3%
GEA
665
Glen Eagle Advisors
New Jersey
$30.6K -$95.9K -1,832 -76%
SCM
666
Silvant Capital Management
Georgia
$29K
WB
667
Webster Bank
Connecticut
$29K
Loomis, Sayles & Company
668
Loomis, Sayles & Company
Massachusetts
$28K -$1.91M -36,073 -99%
FWM
669
Focused Wealth Management
New York
$27K +$208 +4 +0.8%
FA
670
Financial Avengers
California
$27K +$414 +8 +2%
CP
671
Corbenic Partners
Pennsylvania
$27K +$27K +514 New
LF
672
Lee Financial
Texas
$26K -$7.8K -150 -23%
WWM
673
Wagner Wealth Management
South Carolina
$26K
QCG
674
Quadrant Capital Group
Ohio
$24K +$4.07K +78 +20%
BAM
675
Byrne Asset Management
New Jersey
$24K +$24K +450 New