IRM icon

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 %
AssetMark Inc
676
AssetMark Inc
California
$5K -$80 -2 -2%
HWMA
677
Heritage Wealth Management (Arizona)
Arizona
$5K
BEI
678
Benjamin Edwards Inc
Missouri
$5K +$80 +2 +2%
TCM
679
Tradewinds Capital Management
Washington
$5K +$652 +15 +15%
AF
680
Allworth Financial
California
$5K +$5K +114 New
GKWIM
681
Gerber Kawasaki Wealth & Investment Management
California
$4K -$7.04M -7,039 -100%
HC
682
Hoese & Co
Minnesota
$4K
ME
683
McIlrath & Eck
Washington
$4K
LPWM
684
Lake Point Wealth Management
Texas
$4K
HI
685
Hudock Inc
Pennsylvania
$4K +$83 +2 +2%
ZB
686
Zions Bancorporation
Utah
$4K +$539 +12 +16%
GWS
687
Glassman Wealth Services
Virginia
$4K +$1.14K +27 +40%
WQ
688
Wealth Quarterback
New Jersey
$4K +$4K +75 New
RTL
689
Red Tortoise LLC
Georgia
$4K +$4K +94 New
AAP
690
Arax Advisory Partners
Colorado
$3K
MCM
691
MV Capital Management
Maryland
$3K +$2.19K +43 +269%
SSB
692
Sandy Spring Bank
Maryland
$2K +$47 +1 +2%
LWM
693
Liberty Wealth Management
California
$2K +$1.03K +30 +107%
FPS
694
Fieldpoint Private Securities
Connecticut
$2K +$2K +54 New
KFS
695
Kelly Financial Services
Massachusetts
$1.56K -$64.6K -1,488 -98%
SWA
696
Sutton Wealth Advisors
Florida
$1.43K -$217 -5 -13%
WIM
697
Westside Investment Management
California
$1.14K
JWM
698
Janiczek Wealth Management
Colorado
$1K
CMBA
699
C.M. Bidwell & Associates
Hawaii
$1K
OIA
700
Optimum Investment Advisors
Illinois
$1K +$48 +1 +5%