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Iron Mountain

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: 590614 (+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: 54 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$15.7M +$6.52K +235 +0%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$15.5M +$12.4M +447,260 +567%
CB
53
Commerce Bank
Missouri
$15.3M +$6.7M +241,534 +87%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$15.2M +$2.86M +103,215 +25%
Goldman Sachs
55
Goldman Sachs
New York
$14.5M -$122M -4,389,502 -90%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$14.4M +$2.62M +94,538 +24%
Barclays
57
Barclays
United Kingdom
$14.3M -$10.8M -389,006 -44%
AllianceBernstein
58
AllianceBernstein
Tennessee
$14.1M -$930K -33,533 -7%
Citigroup
59
Citigroup
New York
$14.1M +$1.6M +57,763 +14%
UBS Group
60
UBS Group
Switzerland
$14.1M -$537K -19,366 -4%
MHIC
61
Marble Harbor Investment Counsel
Massachusetts
$14M -$207K -7,455 -2%
Zurich Cantonal Bank
62
Zurich Cantonal Bank
Switzerland
$12.4M +$3.36M +121,055 +40%
UBV
63
United Bank (Virginia)
Virginia
$11.9M +$558K +20,099 +5%
LPL Financial
64
LPL Financial
California
$11.8M +$2.6M +93,775 +31%
CIMLRA
65
CBRE Investment Management Listed Real Assets
Pennsylvania
$11.7M +$6.13M +220,888 +125%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M -$340K -12,250 -3%
Principal Financial Group
67
Principal Financial Group
Iowa
$11.4M -$868K -31,281 -7%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$11.3M -$105K -3,780 -1%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$11.1M -$2.39M -86,020 -19%
Citadel Advisors
70
Citadel Advisors
Florida
$11M -$17M -612,537 -62%
SO
71
STRS Ohio
Ohio
$11M -$112K -4,037 -1%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$10.5M +$99.9K +3,602 +1%
GC
73
Guggenheim Capital
Illinois
$10.4M -$3.79M -136,527 -28%
SLAM
74
Swiss Life Asset Management
$9.87M +$2.55M +91,798 +38%
William Blair & Company
75
William Blair & Company
Illinois
$9.8M +$367K +13,225 +4%