Iron Mountain
IRM
563 hedge funds and large institutions have $6.45B invested in Iron Mountain in 2020 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 188 reducing their positions, and 63 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
44% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 63
21% more call options, than puts
Call options by funds: $96.3M | Put options by funds: $79.6M
10% more capital invested
Capital invested by funds: $5.88B → $6.45B (+$565M)
5% more funds holding
Funds holding: 537 → 563 (+26)
7% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 188
0.51% less ownership
Funds ownership: 86.2% → 85.69% (-0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 2 |
Cohen & Steers
New York
|
+$83.5M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$63.1M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$30.4M |
| 5 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$142M |
| 2 |
Goldman Sachs
New York
|
-$142M |
| 3 |
Morgan Stanley
New York
|
-$44.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$41.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.4M |
IRM Hedge Fund Activity: Q2 2020 in Review
563 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2020, worth a combined $6.45B — up 9.6% from $5.88B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new IRM positions and 63 closed out — a net gain of 28 holders — while 201 added to existing stakes and 188 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was Parnassus Investments, exiting entirely with an estimated $142M sold.
- 563 institutional investors held Iron Mountain (IRM) as of Q2 2020, up from 537 in Q1 2020.
- Funds reported $6.45B of Iron Mountain stock for Q2 2020, up 9.6% quarter-over-quarter.
- 91 funds opened new Iron Mountain positions in Q2 2020 and 63 closed out, a net change of +28 holders.
- The largest Iron Mountain buyer in Q2 2020 was Fidelity Investments, an estimated $107M added.
- The largest Iron Mountain seller in Q2 2020 was Parnassus Investments, an estimated $142M sold.
Based on aggregated 13F filings for Q2 2020.