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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
AP
426
Atwood & Palmer
Missouri
$243K – – –
FG
427
Fiduciary Group
Georgia
$238K +$198K +7,150 New
AIA
428
Armor Investment Advisors
North Carolina
$238K +$224K +8,084 New
SYBT
429
Stock Yards Bank & Trust
Kentucky
$237K -$16.6K -600 -7%
BHWM
430
Bar Harbor Wealth Management
New Hampshire
$237K – – –
WS
431
Wedbush Securities
California
$233K -$25K -901 -10%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$232K +$218K +7,874 New
EGA
433
E&G Advisors
Texas
$230K – – –
B
434
Bailard
California
$226K -$16.6K -600 -7%
BCM
435
Bluefin Capital Management
New York
$224K +$211K +7,590 New
NFG
436
Next Financial Group
Texas
$217K -$27K -973 -12%
SSG
437
Summit Securities Group
New York
$215K +$203K +7,300 New
SF
438
Synovus Financial
Georgia
$215K +$203K +7,301 New
FC
439
FCA Corp
Texas
$212K – – –
HAIM
440
Hunter Associates Investment Management
Pennsylvania
$212K +$200K +7,199 New
YIH
441
Y-Intercept (HK)
Hong Kong
$212K +$200K +7,221 New
TGAM
442
TBH Global Asset Management
Tennessee
$211K +$199K +7,162 New
VAS
443
Vestmark Advisory Solutions
Massachusetts
$207K +$195K +7,037 New
RFM
444
Royal Fund Management
Florida
$206K -$26.9K -969 -12%
BFA
445
Beaumont Financial Advisors
Massachusetts
$206K +$194K +7,004 New
LIA
446
LS Investment Advisors
Michigan
$204K -$22K -794 -10%
XF
447
XML Financial
Maryland
$204K +$192K +6,917 New
SWM
448
SeaCrest Wealth Management
New York
$203K +$191K +6,894 New
PA
449
Profund Advisors
Maryland
$202K +$190K +6,855 New
FLPIM
450
F.L. Putnam Investment Management
Massachusetts
$201K +$189K +6,802 New
16 17
18
19 20

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.