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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
PAM
376
Pegasus Asset Management
New York
$362K -$1.67K -60 -0.5%
SLF
377
Sun Life Financial
Ontario, Canada
$361K -$579K -20,872 -63%
FNT
378
First National Trust
Pennsylvania
$356K +$335K +12,091 New
CFA
379
Carroll Financial Associates
North Carolina
$353K +$141K +5,099 +74%
KA
380
Kovack Advisors
Florida
$350K -$4.02K -145 -1%
VVP
381
Venture Visionary Partners
Ohio
$347K +$1.89K +68 +0.6%
CA
382
Cullinan Associates
Kentucky
$345K – – –
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$344K – – –
CBB
384
Citizens Business Bank
California
$340K -$1.99M -71,798 -86%
EFS
385
Essex Financial Services
Connecticut
$331K +$55.4K +1,995 +22%
ACI
386
Alpha Cubed Investments
California
$329K – – –
ASN
387
Advisory Services Network
Georgia
$326K -$6.94K -250 -2%
SW
388
SVB Wealth
Massachusetts
$322K +$303K +10,919 New
IAA
389
Independent Advisor Alliance
North Carolina
$319K +$64.5K +2,324 +27%
TYCC
390
Texas Yale Capital Corp
Florida
$318K – – –
Wolverine Trading
391
Wolverine Trading
Illinois
$317K -$247K -8,898 -45%
HT
392
HAP Trading
New York
$317K +$298K +10,754 New
Franklin Resources
393
Franklin Resources
California
$310K +$27.7K +1,000 +11%
IRF
394
IBM Retirement Fund
New York
$310K +$34.3K +1,236 +13%
TCM
395
Teza Capital Management
Illinois
$310K +$292K +10,520 New
CCA
396
Catalyst Capital Advisors
New York
$306K – – –
Rafferty Asset Management
397
Rafferty Asset Management
New York
$305K -$4.27K -154 -1%
AUB
398
Atlantic Union Bankshares
Virginia
$301K +$11K +398 +4%
RIM
399
Redpoint Investment Management
Australia
$301K +$17.2K +621 +6%
DFG
400
Demars Financial Group
Washington
$300K +$18.3K +660 +7%
14 15
16
17 18

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.