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Iron Mountain
IRM

614 hedge funds and large institutions have $6.89B invested in Iron Mountain in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 244 increasing their positions, 186 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

31% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 186

6% more capital invested

Capital invested by funds: $6.49B → $6.89B (+$392M)

4% more funds holding

Funds holding: 590 → 614 (+24)

3.71% less ownership

Funds ownership: 84.4% → 80.69% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
614
Holders Change
+24
Holders Change %
+4.07%
% of All Funds
10.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
100
Increased
244
Reduced
186
Closed
67
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.1M
Net Calls Change
+$30.7M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$32.9M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$23.9M
3
Morgan Stanley
Morgan Stanley
New York
+$21.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$18M
5
EIP
Epoch Investment Partners
New York
+$12.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$170M
2
Goldman Sachs
Goldman Sachs
New York
-$122M
3
CIM
Centersquare Investment Management
Pennsylvania
-$55.6M
4
Bank of America
Bank of America
North Carolina
-$42.5M
5
PP
Prudential plc
United Kingdom
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
226
Ingalls & Snyder LLC
New York
$1.35M -$174K -6,255 -12%
BBVA
227
Banco Bilbao Vizcaya Argentaria
Spain
$1.35M +$540K +19,479 +74%
Schroder Investment Management Group
228
Schroder Investment Management Group
United Kingdom
$1.34M +$13.2K +476 +1%
SC
229
Searle & Co
Connecticut
$1.33M -$2.77K -100 -0.2%
VRM
230
Vectors Research Management
New York
$1.25M -$730K -26,318 -38%
HC
231
HNP Capital
New York
$1.24M -$735K -26,472 -39%
CAM
232
Columbia Asset Management
Michigan
$1.21M +$134K +4,838 +13%
BCM
233
Beck Capital Management
Texas
$1.19M +$1.12M +40,424 New
AA
234
ALPS Advisors
Colorado
$1.19M +$588K +21,198 +111%
AWM
235
AE Wealth Management
Kansas
$1.19M -$64.9K -2,339 -5%
GCM
236
Gables Capital Management
Florida
$1.19M – – –
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$1.18M +$1.11M +40,119 New
MSA
238
Mason Street Advisors
Wisconsin
$1.17M -$19.9K -719 -2%
WBC
239
Westpac Banking Corp
Australia
$1.17M +$513K +18,503 +88%
CBT
240
CoreFirst Bank & Trust
Kansas
$1.16M +$1.09M +39,426 New
AC
241
Avenir Corporation
Virginia
$1.15M – – –
MC
242
Mathes Company
New York
$1.15M +$166K +6,000 +18%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$1.14M -$4.3K -155 -0.4%
BCV
244
Banque Cantonale Vaudoise
Switzerland
$1.13M +$721K +26,000 +212%
SWM
245
Sculati Wealth Management
Michigan
$1.12M +$38.2K +1,375 +4%
Wellington Management Group
246
Wellington Management Group
Massachusetts
$1.1M +$712K +25,646 +218%
EVM
247
Eaton Vance Management
Massachusetts
$1.09M +$11K +398 +1%
BI
248
Bramshill Investments
Florida
$1.08M +$317K +11,442 +45%
MOACM
249
Mutual of America Capital Management
New York
$1.07M -$38K -1,370 -4%
GAM
250
Griffin Asset Management
New York
$1.07M +$6.21K +224 +0.6%
8 9
10
11 12

IRM Hedge Fund Activity: Q4 2020 in Review

614 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2020, worth a combined $6.89B — up 6% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IRM positions and 67 closed out — a net gain of 33 holders — while 244 added to existing stakes and 186 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $32.9M. The largest seller was Capital World Investors, cutting an estimated $170M.

  • 614 institutional investors held Iron Mountain (IRM) as of Q4 2020, up from 590 in Q3 2020.
  • Funds reported $6.89B of Iron Mountain stock for Q4 2020, up 6% quarter-over-quarter.
  • 100 funds opened new Iron Mountain positions in Q4 2020 and 67 closed out, a net change of +33 holders.
  • The largest Iron Mountain buyer in Q4 2020 was LSV Asset Management, an estimated $32.9M added.
  • The largest Iron Mountain seller in Q4 2020 was Capital World Investors, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2020.