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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
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 %
FT
326
Fiduciary Trust
Massachusetts
$610K – – –
EMPI
327
Elo Mutual Pension Insurance
Finland
$604K +$604K +20,487 New
BRWA
328
B. Riley Wealth Advisors
Florida
$597K -$31.6K -1,069 -5%
CAS
329
Coppell Advisory Solutions
Texas
$594K +$594K +20,154 New
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$583K +$33.9K +1,149 +6%
HW
331
Hancock Whitney
Mississippi
$580K +$218K +7,396 +60%
TIA
332
Trust Investment Advisors
Indiana
$575K +$10K +340 +2%
D.E. Shaw & Co
333
D.E. Shaw & Co
New York
$572K +$572K +19,409 New
IG
334
ING Group
Netherlands
$563K +$563K +19,114 New
Creative Planning
335
Creative Planning
Kansas
$561K -$123K -4,173 -18%
BOTW
336
Bank of the West
California
$553K -$73.2K -2,485 -12%
BCM
337
BTC Capital Management
Iowa
$549K +$257K +8,713 +88%
NMERB
338
New Mexico Educational Retirement Board
New Mexico
$544K – – –
KRS
339
Kentucky Retirement Systems
Kentucky
$544K +$48.5K +1,645 +10%
DCM
340
Dupont Capital Management
Delaware
$543K -$496K -16,847 -48%
LSERS
341
Louisiana State Employees Retirement System
Louisiana
$528K +$97.3K +3,300 +23%
AIC
342
Archer Investment Corporation
Indiana
$507K -$18.5K -628 -4%
BC
343
Burney Company
Virginia
$504K +$504K +17,108 New
PMA
344
Prudent Man Advisors
Illinois
$498K -$6.55K -222 -1%
AP
345
Advisor Partners
California
$487K +$150K +5,072 +44%
HT
346
HighTower Trust
Texas
$481K +$4.37K +148 +0.9%
CGH
347
Crossmark Global Holdings
Texas
$467K -$589 -20 -0.1%
NMIMC
348
Northwestern Mutual Investment Management Company
Wisconsin
$466K -$29 -1 -0%
PCM
349
Princeton Capital Management
New Jersey
$466K – – –
BRWM
350
B. Riley Wealth Management
Tennessee
$455K +$134K +4,537 +42%
12 13
14
15 16