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
PT
401
Plimoth Trust
Massachusetts
$297K – – –
SWM
402
Stockman Wealth Management
Montana
$295K – – –
CI
403
Cigna Investments
Connecticut
$295K +$23.2K +836 +9%
APP
404
Alpha Paradigm Partners
Illinois
$294K +$276K +9,963 New
WP
405
WealthPLAN Partners
Nebraska
$293K – – –
DILIC
406
Dai-ichi Life Insurance Company
Japan
$289K – – –
DCM
407
Delta Capital Management
New Jersey
$288K +$271K +9,770 New
MAFM
408
Mid Atlantic Financial Management
Pennsylvania
$283K +$267K +9,614 New
NIPH
409
NN Investment Partners Holdings
Netherlands
$282K +$237K +8,558 +851%
LNC
410
Lincoln National Corp
Pennsylvania
$281K +$9.88K +356 +4%
MFG
411
Merit Financial Group
Georgia
$280K +$264K +9,500 New
IRC
412
Investors Research Corp
Georgia
$279K – – –
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$277K +$13.6K +491 +6%
CA
414
Corrado Advisors
New Jersey
$273K -$33.5K -1,208 -12%
GAG
415
GM Advisory Group
New York
$271K +$255K +9,192 New
SS
416
Simplicity Solutions
Minnesota
$269K -$5.44K -196 -2%
TAIM
417
TD Ameritrade Investment Management
Nebraska
$265K +$241K +8,679 +2,800%
BMWM
418
Brown Miller Wealth Management
Virginia
$262K +$246K +8,872 New
AR
419
Advisory Research
Illinois
$261K +$23.9K +860 +11%
DA
420
DCM Advisors
New York
$261K +$246K +8,862 New
SPI
421
Santori & Peters Inc
Pennsylvania
$258K – – –
Impax Asset Management Group
422
Impax Asset Management Group
United Kingdom
$258K +$22.9K +824 +10%
MCCP
423
Mission Creek Capital Partners
California
$252K -$37.2K -1,341 -14%
KRSITF
424
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$248K +$24.2K +872 +12%
SSWM
425
Sheets Smith Wealth Management
North Carolina
$246K +$1.11K +40 +0.5%
15 16
17
18 19

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.