Iron Mountain
IRM
630 hedge funds and large institutions have $8.43B invested in Iron Mountain in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 215 reducing their positions, and 59 closing their positions.
41% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 59
22% more capital invested
Capital invested by funds: $6.89B → $8.43B (+$1.54B)
15% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 215
3% more funds holding
Funds holding: 614 → 630 (+16)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less call options, than puts
Call options by funds: $94.1M | Put options by funds: $95.8M
1.65% less ownership
Funds ownership: 80.69% → 79.04% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$119M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$61.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$41.4M |
| 4 |
Jane Street
New York
|
+$15M |
| 5 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$77.8M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$50M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$39.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$32.1M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$20.2M |
IRM Hedge Fund Activity: Q1 2021 in Review
630 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2021, worth a combined $8.43B — up 22% from $6.89B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new IRM positions and 59 closed out — a net gain of 24 holders — while 247 added to existing stakes and 215 trimmed.
The largest buyer was Capital World Investors, adding an estimated $119M. The largest seller was Fidelity Investments, cutting an estimated $77.8M.
- 630 institutional investors held Iron Mountain (IRM) as of Q1 2021, up from 614 in Q4 2020.
- Funds reported $8.43B of Iron Mountain stock for Q1 2021, up 22% quarter-over-quarter.
- 83 funds opened new Iron Mountain positions in Q1 2021 and 59 closed out, a net change of +24 holders.
- The largest Iron Mountain buyer in Q1 2021 was Capital World Investors, an estimated $119M added.
- The largest Iron Mountain seller in Q1 2021 was Fidelity Investments, an estimated $77.8M sold.
Based on aggregated 13F filings for Q1 2021.