IRM icon

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 %
SYBT
426
Stock Yards Bank & Trust
Kentucky
$237K -$17.7K -600 -7%
BHWM
427
Bar Harbor Wealth Management
New Hampshire
$237K – – –
WS
428
Wedbush Securities
California
$233K -$26.6K -901 -10%
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$232K +$232K +7,874 New
EGA
430
E&G Advisors
Texas
$230K – – –
B
431
Bailard
California
$226K -$17.7K -600 -7%
BCM
432
Bluefin Capital Management
New York
$224K +$224K +7,590 New
NFG
433
Next Financial Group
Texas
$217K -$28.7K -973 -12%
SSG
434
Summit Securities Group
New York
$215K +$215K +7,300 New
SF
435
Synovus Financial
Georgia
$215K +$215K +7,301 New
FC
436
FCA Corp
Texas
$212K – – –
HAIM
437
Hunter Associates Investment Management
Pennsylvania
$212K +$212K +7,199 New
YIH
438
Y-Intercept (HK)
Hong Kong
$212K +$212K +7,221 New
TGAM
439
TBH Global Asset Management
Tennessee
$211K +$211K +7,162 New
VAS
440
Vestmark Advisory Solutions
Massachusetts
$207K +$207K +7,037 New
RFM
441
Royal Fund Management
Florida
$206K -$28.5K -969 -12%
BFA
442
Beaumont Financial Advisors
Massachusetts
$206K +$206K +7,004 New
LIA
443
LS Investment Advisors
Michigan
$204K -$23.5K -794 -10%
XF
444
XML Financial
Maryland
$204K +$204K +6,917 New
SWM
445
SeaCrest Wealth Management
New York
$203K +$203K +6,894 New
PA
446
Profund Advisors
Maryland
$202K +$202K +6,855 New
FLPIM
447
F.L. Putnam Investment Management
Massachusetts
$201K +$201K +6,802 New
SPIA
448
Steward Partners Investment Advisory
New York
$182K -$8.47K -287 -4%
IAIM
449
International Assets Investment Management
Florida
$179K +$179K +6,061 New
PFO
450
Pathstone Family Office
New Jersey
$177K +$177K +6,021 New
16 17
18
19 20