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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 %
ECM
351
Estabrook Capital Management
New York
$452K -$7.34K -249 -2%
RCA
352
Rowland Carmichael Advisors
Arizona
$449K -$397K -13,458 -47%
DAM
353
Diamant Asset Management
Connecticut
$436K – – –
JF
354
Jump Financial
Illinois
$436K +$436K +14,790 New
ANRIA
355
American National Registered Investment Advisor
Texas
$435K – – –
PAM
356
Panagora Asset Management
Massachusetts
$434K -$58K -1,968 -12%
LOAME
357
Lombard Odier Asset Management (Europe)
United Kingdom
$419K +$419K +14,222 New
MMG
358
Monetary Management Group
Missouri
$413K – – –
SCA
359
SMH Capital Advisors
Texas
$408K -$9K -305 -2%
AIP
360
Ahrens Investment Partners
Louisiana
$408K +$408K +13,850 New
BCA
361
Bay Colony Advisors
Massachusetts
$405K +$2.01K +68 +0.5%
IIC
362
Integrated Investment Consultants
Michigan
$404K +$47.9K +1,626 +13%
Nomura Holdings
363
Nomura Holdings
Japan
$394K +$394K +13,357 New
Mariner
364
Mariner
Kansas
$391K +$391K +13,256 New
AA
365
Ancora Advisors
Ohio
$388K +$590 +20 +0.2%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$385K +$15.6K +529 +4%
Federated Hermes
367
Federated Hermes
Pennsylvania
$379K +$84.9K +2,886 +29%
WAM
368
World Asset Management
Michigan
$371K -$15.3K -519 -4%
WA
369
Winfield Associates
Ohio
$370K +$116K +3,915 +45%
CFGS
370
Concourse Financial Group Securities
Alabama
$365K -$19.6K -649 -5%
BFA
371
Beacon Financial Advisory
Ohio
$365K -$382 -13 -0.1%
HPC
372
HM Payson & Co
Maine
$362K -$2.89K -98 -0.8%
PAM
373
Pegasus Asset Management
New York
$362K -$1.77K -60 -0.5%
SLF
374
Sun Life Financial
Ontario, Canada
$361K -$616K -20,872 -63%
FNT
375
First National Trust
Pennsylvania
$356K +$356K +12,091 New
13 14
15
16 17