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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 %
APP
401
Alpha Paradigm Partners
Illinois
$294K +$294K +9,963 New
WP
402
WealthPLAN Partners
Nebraska
$293K – – –
DILIC
403
Dai-ichi Life Insurance Company
Japan
$289K – – –
DCM
404
Delta Capital Management
New Jersey
$288K +$288K +9,770 New
MAFM
405
Mid Atlantic Financial Management
Pennsylvania
$283K +$283K +9,614 New
NIPH
406
NN Investment Partners Holdings
Netherlands
$282K +$252K +8,558 +851%
LNC
407
Lincoln National Corp
Pennsylvania
$281K +$10.5K +356 +4%
MFG
408
Merit Financial Group
Georgia
$280K +$280K +9,500 New
IRC
409
Investors Research Corp
Georgia
$279K – – –
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$277K +$14.5K +491 +6%
CA
411
Corrado Advisors
New Jersey
$273K -$35.6K -1,208 -12%
GAG
412
GM Advisory Group
New York
$271K +$271K +9,192 New
SS
413
Simplicity Solutions
Minnesota
$269K -$5.78K -196 -2%
TAIM
414
TD Ameritrade Investment Management
Nebraska
$265K +$256K +8,679 +2,800%
BMWM
415
Brown Miller Wealth Management
Virginia
$262K +$262K +8,872 New
AR
416
Advisory Research
Illinois
$261K +$25.4K +860 +11%
DA
417
DCM Advisors
New York
$261K +$261K +8,862 New
SPI
418
Santori & Peters Inc
Pennsylvania
$258K – – –
Impax Asset Management Group
419
Impax Asset Management Group
United Kingdom
$258K +$24.3K +824 +10%
MCCP
420
Mission Creek Capital Partners
California
$252K -$39.6K -1,341 -14%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$248K +$25.7K +872 +12%
SSWM
422
Sheets Smith Wealth Management
North Carolina
$246K +$1.18K +40 +0.5%
AP
423
Atwood & Palmer
Missouri
$243K – – –
FG
424
Fiduciary Group
Georgia
$238K +$238K +7,150 New
AIA
425
Armor Investment Advisors
North Carolina
$238K +$238K +8,084 New
15 16
17
18 19