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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
WAM
301
Wolverine Asset Management
Illinois
$742K +$94.5K +3,406 +16%
SM
302
Southport Management
Wyoming
$737K -$139K -5,000 -17%
TC
303
Telemus Capital
Michigan
$737K – – –
ZP
304
Zimmer Partners
New York
$737K +$694K +25,000 New
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$732K – – –
HKAM
306
Horizon Kinetics Asset Management
New York
$731K +$120K +4,320 +21%
FFWM
307
Future Financial Wealth Management
Ohio
$727K +$685K +24,675 New
EE
308
EWG Elevate
California
$724K -$3.8K -137 -0.6%
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$724K – – –
BMSSC
310
B. Metzler seel. Sohn & Co
Germany
$724K +$669K +24,097 New
SC
311
Slow Capital
California
$704K -$21.4K -771 -3%
IFG
312
Independent Financial Group
California
$703K +$119K +4,295 +22%
TRCT
313
Tower Research Capital (TRC)
New York
$697K -$414K -14,905 -39%
Financial Engines Advisors
314
Financial Engines Advisors
California
$689K +$6.94K +250 +1%
RC
315
Reik & Co
New York
$677K – – –
RCA
316
Ranch Capital Advisors
Florida
$676K +$15.4K +555 +2%
MCM
317
Monument Capital Management
Virginia
$673K -$121K -4,366 -16%
BS
318
Boenning & Scattergood
Pennsylvania
$668K +$36.1K +1,300 +6%
ECM
319
Everence Capital Management
Indiana
$665K -$504K -18,158 -45%
US Bancorp
320
US Bancorp
Minnesota
$654K +$172K +6,203 +39%
QI
321
QS Investors
New York
$652K +$32.6K +1,176 +6%
FHB
322
First Hawaiian Bank
Hawaii
$647K -$99.4K -3,582 -14%
OC
323
Oppenheimer & Co
New York
$638K +$275K +9,918 +84%
BCM
324
Breiter Capital Management
Florida
$631K +$593K +21,389 New
DA
325
Detalus Advisors
Missouri
$630K -$5.97K -215 -1%
11 12
13
14 15

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.