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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
SPIA
451
Steward Partners Investment Advisory
New York
$182K -$7.96K -287 -4%
IAIM
452
International Assets Investment Management
Florida
$179K +$168K +6,061 New
PFO
453
Pathstone Family Office
New Jersey
$177K +$167K +6,021 New
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$174K +$42.6K +1,535 +35%
HDIM
455
Hanson & Doremus Investment Management
Vermont
$160K -$3.22K -116 -2%
WT
456
Washington Trust
Rhode Island
$159K +$2.58K +93 +2%
Capstone Investment Advisors
457
Capstone Investment Advisors
New York
$154K -$652K -23,480 -82%
GRP
458
Global Retirement Partners
California
$152K +$55 +2 +0%
GC
459
Globeflex Capital
California
$151K – – –
Bessemer Group
460
Bessemer Group
New Jersey
$141K +$5.27K +190 +4%
MAM
461
Meeder Asset Management
Ohio
$137K -$61.8K -2,228 -32%
BBHC
462
Brown Brothers Harriman & Co
New York
$136K +$128K +4,629 New
CA
463
Capitolis Advisors
New York
$134K +$126K +4,531 New
ED
464
Exane Derivatives
France
$134K +$5.61K +202 +5%
AIP
465
Ameritas Investment Partners
Nebraska
$130K -$11.6K -417 -9%
NWA
466
Navis Wealth Advisors
New York
$122K +$114K +4,125 New
APA
467
American Portfolios Advisors
New York
$120K +$25.7K +925 +29%
IA
468
IndexIQ Advisors
New York
$118K +$51.9K +1,871 +88%
MIFH
469
Migdal Insurance & Financial Holdings
Israel
$117K -$10.2K -366 -8%
NFSG
470
Newbridge Financial Services Group
Florida
$116K +$64.1K +2,309 +142%
S
471
SignatureFD
Georgia
$107K +$28.7K +1,036 +40%
IA
472
IFP Advisors
Florida
$104K +$20.4K +734 +26%
PHK
473
Point72 Hong Kong
Hong Kong
$102K -$91.8K -3,308 -49%
TFA
474
Toth Financial Advisory
Virginia
$102K -$40.5K -1,460 -30%
TI
475
Truehand Inc
New Hampshire
$101K – – –
17 18
19
20 21

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.