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Iron Mountain
IRM

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: 590 → 614 (+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: 5 → 4 (-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

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$32.9M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$23.9M
3
Morgan Stanley
Morgan Stanley
New York
+$21.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$18M
5
EIP
Epoch Investment Partners
New York
+$12.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$170M
2
Goldman Sachs
Goldman Sachs
New York
-$122M
3
CIM
Centersquare Investment Management
Pennsylvania
-$55.6M
4
Bank of America
Bank of America
North Carolina
-$42.5M
5
PP
Prudential plc
United Kingdom
-$33.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
176
Comerica Bank
Texas
$2.46M -$84K -3,027 -4%
1832 Asset Management
177
1832 Asset Management
Ontario, Canada
$2.46M – – –
ACM
178
Azimuth Capital Management
Michigan
$2.46M +$154K +5,535 +7%
ASRS
179
Arizona State Retirement System
Arizona
$2.44M -$138K -4,970 -6%
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$2.41M -$68.4K -2,465 -3%
PDN
181
Pensionfund DSM Netherlands
Netherlands
$2.34M – – –
UIM
182
USS Investment Management
United Kingdom
$2.34M – – –
SOMRS
183
State of Michigan Retirement System
Michigan
$2.28M -$2.77K -100 -0.1%
ETC
184
Exchange Traded Concepts
Oklahoma
$2.25M +$2.11M +76,167 New
AAM
185
Advisors Asset Management
Colorado
$2.09M -$206K -7,420 -9%
Ensign Peak Advisors
186
Ensign Peak Advisors
Utah
$2.07M -$2.49M -89,637 -56%
First Trust Advisors
187
First Trust Advisors
Illinois
$2.07M -$1.82M -65,698 -48%
MIM
188
MetLife Investment Management
New Jersey
$2.06M -$85.3K -3,074 -4%
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.05M +$508K +18,300 +36%
PAG
190
Private Advisor Group
New Jersey
$2.02M -$50.2K -1,809 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
191
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.02M -$218K -7,863 -10%
KTA
192
Keeley-Teton Advisors
Illinois
$2.01M -$91.5K -3,299 -5%
RB
193
Rodgers Brothers
Pennsylvania
$1.97M +$1.06M +38,225 +134%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$1.96M +$86K +3,100 +5%
CA
195
Cetera Advisors
Colorado
$1.95M -$526K -18,946 -22%
AAS
196
Avantax Advisory Services
Texas
$1.91M -$63.7K -2,294 -3%
ZCM
197
Ziegler Capital Management
Illinois
$1.88M +$1.77M +63,661 New
GIBU
198
Gulf International Bank (UK)
United Kingdom
$1.87M -$44.4K -1,600 -2%
PGFC
199
Peapack-Gladstone Financial Corp
New Jersey
$1.84M -$232K -8,345 -12%
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$1.82M -$1.91M -68,693 -53%
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IRM Hedge Fund Activity: Q4 2020 in Review

614 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2020, worth a combined $6.89B — up 6% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IRM positions and 67 closed out — a net gain of 33 holders — while 244 added to existing stakes and 186 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $32.9M. The largest seller was Capital World Investors, cutting an estimated $170M.

  • 614 institutional investors held Iron Mountain (IRM) as of Q4 2020, up from 590 in Q3 2020.
  • Funds reported $6.89B of Iron Mountain stock for Q4 2020, up 6% quarter-over-quarter.
  • 100 funds opened new Iron Mountain positions in Q4 2020 and 67 closed out, a net change of +33 holders.
  • The largest Iron Mountain buyer in Q4 2020 was LSV Asset Management, an estimated $32.9M added.
  • The largest Iron Mountain seller in Q4 2020 was Capital World Investors, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2020.