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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
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$1.07M -$25.6K -921 -2%
TFA
252
Teamwork Financial Advisors
Texas
$1.07M +$12.2K +438 +1%
COPPSERS
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.06M +$258K +9,309 +35%
MME
254
Meag Munich Ergo
Germany
$1.06M +$1M +36,146 New
PS
255
Pensionfund Sabic
Netherlands
$1.06M – – –
FM
256
Foster & Motley
Ohio
$1.05M -$75.5K -2,721 -7%
Wealthfront Advisers
257
Wealthfront Advisers
California
$1.04M +$93K +3,352 +10%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$1.04M +$976K +35,175 New
FP
259
Fiduciary Planning
Florida
$1.03M +$77.4K +2,790 +9%
SCA
260
Sippican Capital Advisors
Massachusetts
$1.03M +$444K +16,007 +84%
SAM
261
Shell Asset Management
Netherlands
$1.03M +$176K +6,345 +22%
Capital Fund Management (CFM)
262
Capital Fund Management (CFM)
France
$1.02M +$962K +34,660 New
RPSA
263
Richard P. Slaughter Associates
Texas
$1.02M +$31K +1,118 +3%
DnB Asset Management
264
DnB Asset Management
Norway
$1.01M +$79.5K +2,866 +9%
BCM
265
Bayesian Capital Management
New York
$1M -$319K -11,500 -25%
OTPPB
266
Ontario Teachers' Pension Plan Board
Ontario, Canada
$983K +$925K +33,348 New
CS
267
Candriam SCA
Luxembourg
$968K +$124K +4,457 +16%
HIMCH
268
Hartford Investment Management Co (HIMCO)
Connecticut
$967K +$80.4K +2,896 +10%
RCM
269
RB Capital Management
Nevada
$939K +$41.6K +1,500 +5%
RIM
270
Redwood Investment Management
Arizona
$932K +$313K +11,287 +55%
CIBC World Market
271
CIBC World Market
Ontario, Canada
$923K -$284K -10,229 -25%
ACM
272
AlphaCrest Capital Management
New York
$910K +$560K +20,195 +189%
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$907K +$854K +30,770 New
WG
274
Winton Group
United Kingdom
$904K -$1.5M -53,915 -64%
DBIA
275
Dumont & Blake Investment Advisors
New Jersey
$896K +$971 +35 +0.1%
9 10
11
12 13

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.