We are live on ! Find out more
IRM icon

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
NMIMC
351
Northwestern Mutual Investment Management Company
Wisconsin
$466K -$28 -1 -0%
PCM
352
Princeton Capital Management
New Jersey
$466K – – –
BRWM
353
B. Riley Wealth Management
Tennessee
$455K +$126K +4,537 +42%
ECM
354
Estabrook Capital Management
New York
$452K -$6.91K -249 -2%
RCA
355
Rowland Carmichael Advisors
Arizona
$449K -$373K -13,458 -47%
DAM
356
Diamant Asset Management
Connecticut
$436K – – –
JF
357
Jump Financial
Illinois
$436K +$410K +14,790 New
ANRIA
358
American National Registered Investment Advisor
Texas
$435K – – –
PAM
359
Panagora Asset Management
Massachusetts
$434K -$54.6K -1,968 -12%
LOAME
360
Lombard Odier Asset Management (Europe)
United Kingdom
$419K +$395K +14,222 New
MMG
361
Monetary Management Group
Missouri
$413K – – –
SCA
362
SMH Capital Advisors
Texas
$408K -$8.46K -305 -2%
AIP
363
Ahrens Investment Partners
Louisiana
$408K +$384K +13,850 New
BCA
364
Bay Colony Advisors
Massachusetts
$405K +$1.89K +68 +0.5%
IIC
365
Integrated Investment Consultants
Michigan
$404K +$45.1K +1,626 +13%
Nomura Holdings
366
Nomura Holdings
Japan
$394K +$371K +13,357 New
Mariner
367
Mariner
Kansas
$391K +$368K +13,256 New
AA
368
Ancora Advisors
Ohio
$388K +$555 +20 +0.2%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$385K +$14.7K +529 +4%
Federated Hermes
370
Federated Hermes
Pennsylvania
$379K +$80.1K +2,886 +29%
WAM
371
World Asset Management
Michigan
$371K -$14.4K -519 -4%
WA
372
Winfield Associates
Ohio
$370K +$109K +3,915 +45%
CFGS
373
Concourse Financial Group Securities
Alabama
$365K -$18K -649 -5%
BFA
374
Beacon Financial Advisory
Ohio
$365K -$361 -13 -0.1%
HPC
375
HM Payson & Co
Maine
$362K -$2.72K -98 -0.8%
13 14
15
16 17

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.