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Iron Mountain
IRM

Overview Fund Activity

611 hedge funds and large institutions have $6.87B invested in Iron Mountain in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 242 increasing their positions, 185 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+24
Holders Change %
+4.09%
% of All Funds
10.84%
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
242
Reduced
185
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
$85M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$175M
3
Morgan Stanley
Morgan Stanley
New York
$63.6M
4
Deutsche Bank
Deutsche Bank
Germany
$57.6M
5
EIP
Epoch Investment Partners
New York
$164M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$858M
2
Goldman Sachs
Goldman Sachs
New York
$14.5M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$23.6M
5
PP
Prudential plc
United Kingdom
$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
276
Madison Asset Management
Wisconsin
$887K – – –
GC
277
Grace Capital
Massachusetts
$884K +$147K +5,000 +20%
X
278
Xponance
Pennsylvania
$874K +$15.4K +523 +2%
CIAS
279
Capital Investment Advisory Services
North Carolina
$865K -$28.2K -957 -3%
II
280
IFM Investors
Australia
$845K +$132K +4,470 +18%
NB
281
Norinchukin Bank
Japan
$844K -$16.8K -570 -2%
SW
282
SteelPeak Wealth
California
$844K +$134K +4,555 +19%
TG
283
TCW Group
California
$841K +$240K +8,152 +40%
SPC
284
Sigma Planning Corp
Michigan
$840K -$153K -5,193 -15%
DADC
285
D.A. Davidson & Co
Montana
$824K +$147K +4,986 +22%
LC
286
Lavaca Capital
Texas
$814K -$826 -28 -0.1%
HIC
287
Holderness Investments Company
North Carolina
$802K +$17.6K +599 +2%
B
288
BP
United Kingdom
$790K – – –
CIP
289
Convergence Investment Partners
Florida
$779K -$737K -25,006 -49%
CAM
290
Cubic Asset Management
Massachusetts
$777K +$777K +26,350 New
Teacher Retirement System of Texas
291
Teacher Retirement System of Texas
Texas
$775K +$290K +9,831 +60%
KA
292
Kintegral Advisory
New York
$774K – – –
SLI
293
Sumitomo Life Insurance
Japan
$767K -$83.5K -2,835 -10%
GWM
294
Geneos Wealth Management
Colorado
$760K +$307K +8,255 +68%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$759K -$541K -18,338 -42%
ECM
296
EII Capital Management
New York
$758K +$59K +2,000 +8%
KIA
297
KCM Investment Advisors
California
$749K +$11.5K +390 +2%
SAM
298
Securian Asset Management
Minnesota
$745K -$24.7K -838 -3%
WAM
299
Wolverine Asset Management
Illinois
$742K +$100K +3,406 +16%
SM
300
Southport Management
Wyoming
$737K -$147K -5,000 -17%
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