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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
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 %
VCG
526
Vantage Consulting Group
Virginia
$26K +$26K +876 New
CTC
527
Central Trust Company
Missouri
$24K – – –
TWM
528
Tradition Wealth Management
Minnesota
$24K +$24K +803 New
RFA
529
Reilly Financial Advisors
California
$22K +$22K +750 New
RA
530
Reby Advisors
Connecticut
$22K +$22K +750 New
AWG
531
Altus Wealth Group
Colorado
$21K +$21K +700 New
VNA
532
Valley National Advisers
Pennsylvania
$20K – – –
DOA
533
D'Orazio & Associates
Virginia
$20K +$10.7K +354 +114%
WPA
534
West Paces Advisors
Georgia
$18.3K – – –
QCG
535
Quadrant Capital Group
Ohio
$18K +$10.2K +349 +130%
SCM
536
Silvant Capital Management
Georgia
$17K – – –
PCM
537
Penserra Capital Management
California
$17K +$3.6K +128 +27%
BCWM
538
Bartlett & Co Wealth Management
Ohio
$16.4K – – –
SIS
539
Sound Income Strategies
Florida
$16K – – –
BC
540
Bartlett & Co
Ohio
$16K – – –
WB
541
Webster Bank
Connecticut
$16K – – –
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$16K +$1.27K +43 +9%
BFC
543
Bedel Financial Consulting
Indiana
$16K +$4.98K +169 +45%
PWMG
544
Prestige Wealth Management Group
New Jersey
$16K +$14.8K +488 +1,190%
VFA
545
Valeo Financial Advisors
Indiana
$16K +$14.7K +500 +1,111%
HA
546
H2O AM
United Kingdom
$15K – – –
ST
547
Smithfield Trust
Pennsylvania
$15K +$3K +100 +25%
FWM
548
Focused Wealth Management
New York
$15K +$6.16K +205 +70%
HCM
549
Highlander Capital Management
New Jersey
$15K +$15K +500 New
PS
550
Planned Solutions
California
$15K +$15K +500 New
20 21
22
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