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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAGAS
576
Capital Advisory Group Advisory Services
Minnesota
$4K 150 -3,973 -96%
CHA
577
Carmichael Hill & Associates
Maryland
$4K 143 – –
EARNEST Partners
578
EARNEST Partners
Georgia
$4K 133 – –
AssetMark Inc
579
AssetMark Inc
California
$4K 127 – –
ME
580
McIlrath & Eck
Washington
$4K 150 – –
BEI
581
Benjamin Edwards Inc
Missouri
$4K 119 +3 +3%
GAM
582
Gemmer Asset Management
California
$4K 125 +125 New
AIG
583
American International Group
New York
$3.79K 128,521 -1,568 -1%
PFBT
584
Parkside Financial Bank & Trust
Missouri
$3K 88 – –
MF
585
Manchester Financial
California
$3K 87 – –
FEG
586
Financial Enhancement Group
Indiana
$3K 89 +2 +2%
RPWA
587
Regent Peak Wealth Advisors
Georgia
$3K 95 +95 New
FHC
588
First Horizon Corporation
Tennessee
$2K 73 -6 -8%
FMP
589
Financial Management Professionals
Texas
$2K 64 – –
HI
590
Hudock Inc
Pennsylvania
$2K 91 +2 +2%
AWM
591
Accel Wealth Management
Iowa
$2K 73 +73 New
AAP
592
Arax Advisory Partners
Colorado
$2K 83 +83 New
SIAG
593
Safeguard Investment Advisory Group
California
$2K 100 +100 New
SWA
594
Sutton Wealth Advisors
Florida
$1.12K 38 +18 +90%
KFS
595
Kelly Financial Services
Massachusetts
$1.06K 36 – –
ZB
596
Zions Bancorporation
Utah
$1K 20 -14 -41%
TFO
597
Tarbox Family Office
California
$1K 26 – –
SSB
598
Sandy Spring Bank
Maryland
$1K 41 +1 +3%
JWM
599
Janiczek Wealth Management
Colorado
$1K 19 +19 New
OIA
600
Optimum Investment Advisors
Illinois
$1K 20 +20 New
22 23
24
25 26