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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
CI Investments Inc
476
CI Investments Inc
Ontario, Canada
$95K -$14.8K -534 -14%
TCOV
477
Trust Company of Vermont
Vermont
$94K -$4.58K -165 -5%
CC
478
Centiva Capital
New York
$91K -$511K -18,420 -86%
BFEC
479
Benjamin F. Edwards & Company
Missouri
$91K – – –
Parallax Volatility Advisers
480
Parallax Volatility Advisers
California
$90K +$26.8K +966 +47%
CYG
481
Clean Yield Group
Vermont
$88K -$48K -1,731 -37%
GEA
482
Glen Eagle Advisors
New Jersey
$84.3K +$5.55K +200 +8%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$82K – – –
VanEck Associates
484
VanEck Associates
New York
$81K +$14.3K +514 +23%
TFS
485
TrustCore Financial Services
Tennessee
$80K +$27.7K +1,000 +59%
RG
486
Retirement Group
California
$78K +$1.33K +48 +2%
Fifth Third Bancorp
487
Fifth Third Bancorp
Ohio
$76K -$3.5K -126 -5%
LS
488
Livforsakringsbolaget Skandia
Sweden
$73K – – –
FCH
489
Freestone Capital Holdings
Washington
$72.8K +$16.7K +602 +32%
OCM
490
Orion Capital Management
California
$68K +$63.8K +2,300 New
CAAS
491
Capital Asset Advisory Services
Michigan
$67K +$62.2K +2,241 New
PCG
492
Private Capital Group
Connecticut
$66K +$3.38K +122 +6%
CIA
493
CSat Investment Advisory
Michigan
$65K -$13.3K -478 -18%
NL
494
NVWM LLC
Pennsylvania
$63K +$55.5K +2,000 +1,429%
VCM
495
Vigilant Capital Management
Maine
$60K – – –
KPCM
496
Kings Point Capital Management
New York
$59K -$11.1K -400 -17%
FP
497
Financial Perspectives
Minnesota
$59K – – –
Credit Agricole
498
Credit Agricole
France
$57K +$14.4K +520 +37%
MCM
499
McMillion Capital Management
North Carolina
$57K +$54.1K +1,950 New
RE
500
RBC Europe
United Kingdom
$55K – – –
18 19
20
21 22

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.