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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
Russell Investments Group
201
Russell Investments Group
United Kingdom
$1.79M -$65.5K -2,359 -4%
MS
202
Madden Securities
Texas
$1.77M +$578K +20,827 +53%
AAM
203
AR Asset Management
California
$1.76M -$952K -34,300 -36%
SEI Investments
204
SEI Investments
Pennsylvania
$1.73M -$86.6K -3,120 -5%
DekaBank Deutsche Girozentrale
205
DekaBank Deutsche Girozentrale
Germany
$1.7M +$32.5K +1,172 +2%
URS
206
Utah Retirement Systems
Utah
$1.69M -$966K -34,809 -38%
FIM
207
Fernwood Investment Management
Massachusetts
$1.68M +$192K +6,925 +14%
M&T Bank
208
M&T Bank
New York
$1.67M -$149K -5,354 -9%
TC
209
Truvestments Capital
Florida
$1.62M +$85.8K +3,092 +6%
NAM
210
Nissay Asset Management
Japan
$1.62M -$66K -2,378 -4%
CAN
211
Cetera Advisor Networks
California
$1.61M +$154K +5,556 +11%
ECM
212
ExodusPoint Capital Management
New York
$1.56M +$1.24M +44,652 +537%
AB
213
Amalgamated Bank
New York
$1.54M +$1.58K +57 +0.1%
RA
214
RFG Advisory
Alabama
$1.53M +$21.9K +789 +1%
MML Investors Services
215
MML Investors Services
Massachusetts
$1.53M +$200K +7,218 +16%
VEA
216
Virtus ETF Advisers
New York
$1.51M +$79K +2,847 +6%
TPSF
217
Texas Permanent School Fund
Texas
$1.45M -$108K -3,886 -7%
MWPCG
218
Measured Wealth Private Client Group
New Hampshire
$1.44M +$229K +8,247 +20%
BCIM
219
British Columbia Investment Management
British Columbia, Canada
$1.44M -$34.7K -1,252 -3%
Cerity Partners
220
Cerity Partners
New York
$1.42M +$105K +3,771 +8%
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$1.42M +$95.4K +3,437 +8%
KCPG
222
Kavar Capital Partners Group
Kansas
$1.41M +$45.8K +1,650 +4%
MSL
223
Mackay Shields LLC
New York
$1.4M -$11.3K -408 -0.9%
Loomis, Sayles & Company
224
Loomis, Sayles & Company
Massachusetts
$1.4M +$485K +17,492 +59%
MC
225
Moors & Cabot
Massachusetts
$1.37M +$372K +13,401 +40%
7 8
9
10 11

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.