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 %
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$174K +$45.2K +1,535 +35%
HDIM
452
Hanson & Doremus Investment Management
Vermont
$160K -$3.42K -116 -2%
WT
453
Washington Trust
Rhode Island
$159K +$2.74K +93 +2%
Capstone Investment Advisors
454
Capstone Investment Advisors
New York
$154K -$691K -23,480 -82%
GRP
455
Global Retirement Partners
California
$152K +$59 +2 +0%
GC
456
Globeflex Capital
California
$151K – – –
Bessemer Group
457
Bessemer Group
New Jersey
$141K +$5.63K +190 +4%
MAM
458
Meeder Asset Management
Ohio
$137K -$65.7K -2,228 -32%
BBHC
459
Brown Brothers Harriman & Co
New York
$136K +$136K +4,629 New
CA
460
Capitolis Advisors
New York
$134K +$134K +4,531 New
ED
461
Exane Derivatives
France
$134K +$5.96K +202 +5%
AIP
462
Ameritas Investment Partners
Nebraska
$130K -$12.3K -417 -9%
NWA
463
Navis Wealth Advisors
New York
$122K +$122K +4,125 New
APA
464
American Portfolios Advisors
New York
$120K +$27.3K +925 +29%
IA
465
IndexIQ Advisors
New York
$118K +$55.2K +1,871 +88%
MIFH
466
Migdal Insurance & Financial Holdings
Israel
$117K -$10.8K -366 -8%
NFSG
467
Newbridge Financial Services Group
Florida
$116K +$68.1K +2,309 +142%
S
468
SignatureFD
Georgia
$107K +$30.5K +1,036 +40%
IA
469
IFP Advisors
Florida
$104K +$21.3K +734 +26%
PHK
470
Point72 Hong Kong
Hong Kong
$102K -$97.5K -3,308 -49%
TFA
471
Toth Financial Advisory
Virginia
$102K -$43.1K -1,460 -30%
TI
472
Truehand Inc
New Hampshire
$101K – – –
CI Investments Inc
473
CI Investments Inc
Ontario, Canada
$95K -$15.8K -534 -14%
TCOV
474
Trust Company of Vermont
Vermont
$94K -$4.87K -165 -5%
CC
475
Centiva Capital
New York
$91K -$543K -18,420 -86%
17 18
19
20 21