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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 %
CFA
376
Carroll Financial Associates
North Carolina
$353K +$150K +5,099 +74%
KA
377
Kovack Advisors
Florida
$350K -$4.28K -145 -1%
VVP
378
Venture Visionary Partners
Ohio
$347K +$2K +68 +0.6%
CA
379
Cullinan Associates
Kentucky
$345K – – –
EOJOAM
380
E. Ohman J:or Asset Management
Sweden
$344K – – –
CBB
381
Citizens Business Bank
California
$340K -$2.11M -71,798 -86%
EFS
382
Essex Financial Services
Connecticut
$331K +$58.9K +1,995 +22%
ACI
383
Alpha Cubed Investments
California
$329K – – –
ASN
384
Advisory Services Network
Georgia
$326K -$7.36K -250 -2%
SW
385
SVB Wealth
Massachusetts
$322K +$322K +10,919 New
IAA
386
Independent Advisor Alliance
North Carolina
$319K +$68.4K +2,324 +27%
TYCC
387
Texas Yale Capital Corp
Florida
$318K – – –
Wolverine Trading
388
Wolverine Trading
Illinois
$317K -$260K -8,898 -45%
HT
389
HAP Trading
New York
$317K +$317K +10,754 New
Franklin Resources
390
Franklin Resources
California
$310K +$29.6K +1,000 +11%
IRF
391
IBM Retirement Fund
New York
$310K +$36.4K +1,236 +13%
TCM
392
Teza Capital Management
Illinois
$310K +$310K +10,520 New
CCA
393
Catalyst Capital Advisors
New York
$306K – – –
Rafferty Asset Management
394
Rafferty Asset Management
New York
$305K -$4.54K -154 -1%
AUB
395
Atlantic Union Bankshares
Virginia
$301K +$11.8K +398 +4%
RIM
396
Redpoint Investment Management
Australia
$301K +$18.3K +621 +6%
DFG
397
Demars Financial Group
Washington
$300K +$19.4K +660 +7%
PT
398
Plimoth Trust
Massachusetts
$297K – – –
SWM
399
Stockman Wealth Management
Montana
$295K – – –
CI
400
Cigna Investments
Connecticut
$295K +$24.7K +836 +9%
14 15
16
17 18