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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
Acadian Asset Management
326
Acadian Asset Management
Massachusetts
$625K +$111K +4,001 +23%
Allianz Asset Management
327
Allianz Asset Management
Germany
$617K -$509K -18,346 -47%
RBFC
328
Roman Butler Fullerton & Co
Missouri
$614K +$31.6K +1,138 +6%
FT
329
Fiduciary Trust
Massachusetts
$610K – – –
EMPI
330
Elo Mutual Pension Insurance
Finland
$604K +$568K +20,487 New
BRWA
331
B. Riley Wealth Advisors
Florida
$597K -$29.7K -1,069 -5%
CAS
332
Coppell Advisory Solutions
Texas
$594K +$559K +20,154 New
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
$583K +$31.9K +1,149 +6%
HW
334
Hancock Whitney
Mississippi
$580K +$205K +7,396 +60%
TIA
335
Trust Investment Advisors
Indiana
$575K +$9.43K +340 +2%
D.E. Shaw & Co
336
D.E. Shaw & Co
New York
$572K +$539K +19,409 New
IG
337
ING Group
Netherlands
$563K +$530K +19,114 New
Creative Planning
338
Creative Planning
Kansas
$561K -$116K -4,173 -18%
BOTW
339
Bank of the West
California
$553K -$69K -2,485 -12%
BCM
340
BTC Capital Management
Iowa
$549K +$242K +8,713 +88%
NMERB
341
New Mexico Educational Retirement Board
New Mexico
$544K – – –
KRS
342
Kentucky Retirement Systems
Kentucky
$544K +$45.6K +1,645 +10%
DCM
343
Dupont Capital Management
Delaware
$543K -$467K -16,847 -48%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$528K +$91.6K +3,300 +23%
AIC
345
Archer Investment Corporation
Indiana
$507K -$17.4K -628 -4%
BC
346
Burney Company
Virginia
$504K +$475K +17,108 New
PMA
347
Prudent Man Advisors
Illinois
$498K -$6.16K -222 -1%
AP
348
Advisor Partners
California
$487K +$141K +5,072 +44%
HT
349
HighTower Trust
Texas
$481K +$4.11K +148 +0.9%
CGH
350
Crossmark Global Holdings
Texas
$467K -$555 -20 -0.1%
12 13
14
15 16

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.