IRM icon

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 %
LS
701
Leelyn Smith
Illinois
$12K
KTC
702
Kistler-Tiffany Companies
Pennsylvania
$12K +$211 +4 +2%
BWM
703
BerganKDV Wealth Management
Minnesota
$11K +$108 +2 +1%
ETI
704
Enterprise Trust & Investment
California
$10K +$10K +200 New
LWCFA
705
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K +$10K +200 New
PWMG
706
Prestige Wealth Management Group
New Jersey
$9K
DHGWA
707
Dixon Hughes Goodman Wealth Advisors
North Carolina
$9K +$9K +175 New
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$8K
KA
709
Kozak & Associates
Colorado
$8K +$107 +2 +1%
TCM
710
Tradewinds Capital Management
Washington
$8K +$1.87K +35 +30%
CFO
711
CVA Family Office
Colorado
$8K +$8K +145 New
AssetMark Inc
712
AssetMark Inc
California
$7K
AWM
713
Avior Wealth Management
Nebraska
$7K
CHA
714
Carmichael Hill & Associates
Maryland
$7K
EARNEST Partners
715
EARNEST Partners
Georgia
$7K
BEI
716
Benjamin Edwards Inc
Missouri
$7K +$110 +2 +2%
EIP
717
Ellis Investment Partners
Pennsylvania
$6K +$6K +116 New
WPA
718
West Paces Advisors
Georgia
$5.91K -$32.5K -621 -85%
DAC
719
Dividend Assets Capital
South Carolina
$5K -$5K -100 -50%
HC
720
Hoese & Co
Minnesota
$5K
ME
721
McIlrath & Eck
Washington
$5K
LPWM
722
Lake Point Wealth Management
Texas
$5K
HI
723
Hudock Inc
Pennsylvania
$5K +$52 +1 +1%
ZB
724
Zions Bancorporation
Utah
$5K +$365 +7 +8%
CFFP
725
Center for Financial Planning
Michigan
$5K +$5K +105 New