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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
FC
276
FORA Capital
Florida
$892K +$840K +30,261 New
RJT
277
Raymond James Trust
Florida
$888K -$25.7K -928 -3%
MAM
278
Madison Asset Management
Wisconsin
$887K – – –
GC
279
Grace Capital
Massachusetts
$884K +$139K +5,000 +20%
X
280
Xponance
Pennsylvania
$874K +$14.5K +523 +2%
CIAS
281
Capital Investment Advisory Services
North Carolina
$865K -$26.6K -957 -3%
II
282
IFM Investors
Australia
$845K +$124K +4,470 +18%
NB
283
Norinchukin Bank
Japan
$844K -$15.8K -570 -2%
SW
284
SteelPeak Wealth
California
$844K +$126K +4,555 +19%
TG
285
TCW Group
California
$841K +$226K +8,152 +40%
SPC
286
Sigma Planning Corp
Michigan
$840K -$144K -5,193 -15%
DADC
287
D.A. Davidson & Co
Montana
$824K +$138K +4,986 +22%
LC
288
Lavaca Capital
Texas
$814K -$777 -28 -0.1%
HIC
289
Holderness Investments Company
North Carolina
$802K +$16.6K +599 +2%
B
290
BP
United Kingdom
$790K – – –
CIP
291
Convergence Investment Partners
Florida
$779K -$694K -25,006 -49%
CAM
292
Cubic Asset Management
Massachusetts
$777K +$731K +26,350 New
Teacher Retirement System of Texas
293
Teacher Retirement System of Texas
Texas
$775K +$273K +9,831 +60%
KA
294
Kintegral Advisory
New York
$774K – – –
SLI
295
Sumitomo Life Insurance
Japan
$767K -$78.7K -2,835 -10%
GWM
296
Geneos Wealth Management
Colorado
$760K +$229K +8,255 +68%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$759K -$509K -18,338 -42%
ECM
298
EII Capital Management
New York
$758K +$55.5K +2,000 +8%
KIA
299
KCM Investment Advisors
California
$749K +$10.8K +390 +2%
SAM
300
Securian Asset Management
Minnesota
$745K -$23.3K -838 -3%
10 11
12
13 14

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.