IRM icon

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
1
LSV Asset Management
Illinois
$85M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$175M
3
Morgan Stanley
3
Morgan Stanley
New York
$63.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$57.6M
5
EIP
5
Epoch Investment Partners
New York
$164M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$858M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.5M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$23.6M
5
PP
5
Prudential plc
United Kingdom
$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
301
Telemus Capital
Michigan
$737K – – –
ZP
302
Zimmer Partners
New York
$737K +$737K +25,000 New
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$732K – – –
HKAM
304
Horizon Kinetics Asset Management
New York
$731K +$127K +4,320 +21%
FFWM
305
Future Financial Wealth Management
Ohio
$727K +$727K +24,675 New
EE
306
EWG Elevate
California
$724K -$4.04K -137 -0.6%
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$724K – – –
BMSSC
308
B. Metzler seel. Sohn & Co
Germany
$724K +$724K +24,097 New
SC
309
Slow Capital
California
$704K -$22.7K -771 -3%
TRCT
310
Tower Research Capital (TRC)
New York
$697K -$439K -14,905 -39%
Financial Engines Advisors
311
Financial Engines Advisors
California
$689K +$7.52K +250 +1%
RC
312
Reik & Co
New York
$677K – – –
RCA
313
Ranch Capital Advisors
Florida
$676K +$16.3K +555 +2%
MCM
314
Monument Capital Management
Virginia
$673K -$129K -4,366 -16%
BS
315
Boenning & Scattergood
Pennsylvania
$668K +$38.3K +1,300 +6%
ECM
316
Everence Capital Management
Indiana
$665K -$535K -18,158 -45%
US Bancorp
317
US Bancorp
Minnesota
$654K +$183K +6,203 +39%
QI
318
QS Investors
New York
$652K +$34.7K +1,176 +6%
FHB
319
First Hawaiian Bank
Hawaii
$647K -$106K -3,582 -14%
OC
320
Oppenheimer & Co
New York
$638K +$292K +9,918 +84%
BCM
321
Breiter Capital Management
Florida
$631K +$631K +21,389 New
DA
322
Detalus Advisors
Missouri
$630K -$6.34K -215 -1%
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
$625K +$118K +4,001 +23%
Allianz Asset Management
324
Allianz Asset Management
Germany
$617K -$541K -18,346 -47%
RBFC
325
Roman Butler Fullerton & Co
Missouri
$614K +$33.6K +1,138 +6%
11 12
13
14 15