Iron Mountain
IRM
590 hedge funds and large institutions have $6.49B invested in Iron Mountain in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 185 reducing their positions, and 49 closing their positions.
55% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 49
32% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 185
5% more funds holding
Funds holding: 563 → 590 (+27)
2% more call options, than puts
Call options by funds: $58M | Put options by funds: $56.6M
1% more capital invested
Capital invested by funds: $6.45B → $6.49B (+$47M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.29% less ownership
Funds ownership: 85.69% → 84.4% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$88.1M |
| 2 |
Millennium Management
New York
|
+$31.4M |
| 3 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$22.5M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$78.8M |
| 2 |
Morgan Stanley
New York
|
-$65.8M |
| 3 |
Goldman Sachs
New York
|
-$62.5M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$52.1M |
| 5 |
State Street
Boston,
Massachusetts
|
-$30.5M |
IRM Hedge Fund Activity: Q3 2020 in Review
590 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2020, worth a combined $6.49B — up 0.73% from $6.45B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IRM positions and 49 closed out — a net gain of 27 holders — while 244 added to existing stakes and 185 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $88.1M. The largest seller was Cohen & Steers, cutting an estimated $78.8M.
- 590 institutional investors held Iron Mountain (IRM) as of Q3 2020, up from 563 in Q2 2020.
- Funds reported $6.49B of Iron Mountain stock for Q3 2020, up 0.73% quarter-over-quarter.
- 76 funds opened new Iron Mountain positions in Q3 2020 and 49 closed out, a net change of +27 holders.
- The largest Iron Mountain buyer in Q3 2020 was Fidelity Investments, an estimated $88.1M added.
- The largest Iron Mountain seller in Q3 2020 was Cohen & Steers, an estimated $78.8M sold.
Based on aggregated 13F filings for Q3 2020.