Iron Mountain
538 hedge funds and large institutions have $5.88B invested in Iron Mountain in 2020 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 218 increasing their positions, 174 reducing their positions, and 94 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 174
1.87% more ownership
Funds ownership: 84.33% → 86.2% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less funds holding
Funds holding: 578 → 538 (-40)
24% less capital invested
Capital invested by funds: $7.73B → $5.88B (-$1.84B)
30% less call options, than puts
Call options by funds: $35.7M | Put options by funds: $51.3M
35% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$188M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$84.3M |
| 3 |
Goldman Sachs
New York
|
+$60.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.9M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$98.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$59.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$54.6M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$37.7M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$33M |
IRM Hedge Fund Activity: Q1 2020 in Review
538 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2020, worth a combined $5.88B — down 24% from $7.73B a quarter earlier.
Sellers outnumbered buyers: 94 funds closed out of IRM and 61 opened new positions — a net loss of 33 holders — while 174 trimmed existing stakes and 218 added.
The largest buyer was Capital World Investors, adding an estimated $188M. The largest seller was Capital International Investors, exiting entirely with an estimated $98.8M sold.
- 538 institutional investors held Iron Mountain (IRM) as of Q1 2020, down from 578 in Q4 2019.
- Funds reported $5.88B of Iron Mountain stock for Q1 2020, down 24% quarter-over-quarter.
- 61 funds opened new Iron Mountain positions in Q1 2020 and 94 closed out, a net change of -33 holders.
- The largest Iron Mountain buyer in Q1 2020 was Capital World Investors, an estimated $188M added.
- The largest Iron Mountain seller in Q1 2020 was Capital International Investors, an estimated $98.8M sold.
Based on aggregated 13F filings for Q1 2020.