Iron Mountain
686 hedge funds and large institutions have $9.7B invested in Iron Mountain in 2021 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 253 increasing their positions, 216 reducing their positions, and 52 closing their positions.
113% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 52
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
17% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 216
15% more capital invested
Capital invested by funds: $8.43B → $9.7B (+$1.26B)
9% more funds holding
Funds holding: 630 → 686 (+56)
0.3% more ownership
Funds ownership: 79.04% → 79.34% (+0.3%)
23% less call options, than puts
Call options by funds: $95.9M | Put options by funds: $124M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$35.3M |
| 3 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$17.4M |
| 4 |
Barclays
London,
United Kingdom
|
+$14.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$50.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$43.3M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$18.3M |
| 5 |
Jane Street
New York
|
-$16.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
726
Concord Wealth Partners
Abingdon,
Virginia
| – | -$37K | -1,000 | Closed |
|
727
Jones Financial Companies
Des Peres,
Missouri
| – | -$37K | -1,000 | Closed |
|
|
VFA
728
Valeo Financial Advisors
Carmel,
Indiana
| – | -$27K | -720 | Closed |
|
|
HCM
729
Highlander Capital Management
Short Hills,
New Jersey
| – | -$19K | -500 | Closed |
|
|
MWM
730
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$19K | -500 | Closed |
|
|
AIC
731
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$17.4K | -470 | Closed |
|
|
MLFP
732
MPS Loria Financial Planners
Burr Ridge,
Illinois
| – | -$9K | -262 | Closed |
|
|
JPLA
733
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$9K | -250 | Closed |
|
|
FCA
734
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$4K | -112 | Closed |
|
|
ACM
735
Allred Capital Management
Dallas,
Texas
| – | -$3.74K | -101 | Closed |
|
IRM Hedge Fund Activity: Q2 2021 in Review
686 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2021, worth a combined $9.7B — up 15% from $8.43B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new IRM positions and 52 closed out — a net gain of 59 holders — while 253 added to existing stakes and 216 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $47.1M. The largest seller was Epoch Investment Partners, cutting an estimated $50.8M.
- 686 institutional investors held Iron Mountain (IRM) as of Q2 2021, up from 630 in Q1 2021.
- Funds reported $9.7B of Iron Mountain stock for Q2 2021, up 15% quarter-over-quarter.
- 111 funds opened new Iron Mountain positions in Q2 2021 and 52 closed out, a net change of +59 holders.
- The largest Iron Mountain buyer in Q2 2021 was Morgan Stanley, an estimated $47.1M added.
- The largest Iron Mountain seller in Q2 2021 was Epoch Investment Partners, an estimated $50.8M sold.
Based on aggregated 13F filings for Q2 2021.