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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
LSV Asset Management
Illinois
$85M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$175M
3
Morgan Stanley
Morgan Stanley
New York
$63.6M
4
Deutsche Bank
Deutsche Bank
Germany
$57.6M
5
EIP
Epoch Investment Partners
New York
$164M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$858M
2
Goldman Sachs
Goldman Sachs
New York
$14.5M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$23.6M
5
PP
Prudential plc
United Kingdom
$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
501
Sawyer & Company
Massachusetts
$47K -$47K -1,600 -50%
ABC
502
Associated Banc-Corp
Wisconsin
$47K – – –
PA
503
Parallel Advisors
California
$46K +$1.34K +46 +3%
ACA
504
Atlas Capital Advisors
Wyoming
$44.6K +$44.6K +1,513 New
FFC
505
First Financial Corp
Indiana
$44K – – –
PWM
506
Perigon Wealth Management
California
$43K +$43K +1,444 New
FHA
507
First Horizon Advisors
Tennessee
$42K – – –
EFSCE
508
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$1.69K -57 -4%
SFS
509
Sowell Financial Services
Arkansas
$40K +$7.31K +250 +22%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.2K +$37.3K +1,265 +2,008%
JCM
511
Jacobi Capital Management
Pennsylvania
$34K +$88 +3 +0.3%
BSG
512
Black Swift Group
Colorado
$34K +$34K +1,150 New
Lazard Asset Management
513
Lazard Asset Management
New York
$33K -$2.85K -97 -8%
AIL
514
AGF Investments LLC
Ontario, Canada
$32K -$224K -7,704 -87%
T
515
TOBAM
France
$32K – – –
COCM
516
Charter Oak Capital Management
New Hampshire
$32K +$32K +1,090 New
SWP
517
ShoreHaven Wealth Partners
New Jersey
$30K +$30K +1,010 New
PCIA
518
Prime Capital Investment Advisors
Kansas
$29K -$8.7K -300 -23%
NSIM
519
North Star Investment Management
Illinois
$29K – – –
MWP
520
Meridian Wealth Partners
Pennsylvania
$29K +$525 +18 +2%
CWP
521
Concord Wealth Partners
Virginia
$29K +$29K +1,000 New
SN
522
Sittner & Nelson
Oregon
$29K +$29K +1,000 New
HR
523
Howe & Rusling
New York
$28K -$17.7K -601 -39%
WT
524
Whittier Trust
California
$28K – – –
CWC
525
Carolinas Wealth Consulting
North Carolina
$27K +$14.2K +463 +110%
19 20
21
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