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Iron Mountain

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: 590614 (+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: 54 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B -$3.19M -115,131 -0.2%
Capital World Investors
2
Capital World Investors
California
$858M -$170M -6,134,911 -17%
BlackRock
3
BlackRock
New York
$666M -$11.6K -419 -0%
State Street
4
State Street
Massachusetts
$383M -$12.5M -451,921 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$222M +$5.79M +208,735 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$175M +$23.9M +860,529 +17%
EIP
7
Epoch Investment Partners
New York
$164M +$12.7M +457,087 +9%
Invesco
8
Invesco
Georgia
$138M +$6.35M +228,857 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$126M -$2.56M -92,296 -2%
Northern Trust
10
Northern Trust
Illinois
$107M -$1.92M -69,127 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$95.8M -$2.51M -90,561 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$94.3M +$7.26M +261,648 +9%
Charles Schwab
13
Charles Schwab
California
$93.5M +$650K +23,435 +0.7%
Norges Bank
14
Norges Bank
Norway
$86.9M +$1.63M +58,674 +2%
LSV Asset Management
15
LSV Asset Management
Illinois
$85M +$32.9M +1,186,761 +70%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$69.8M +$269K +9,684 +0.4%
Morgan Stanley
17
Morgan Stanley
New York
$63.6M +$21.6M +780,108 +57%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$61M +$5.16M +185,994 +10%
Deutsche Bank
19
Deutsche Bank
Germany
$57.6M +$18M +648,027 +50%
PP
20
Prudential plc
United Kingdom
$53.5M -$33.3M -1,198,701 -40%
Legal & General Group
21
Legal & General Group
United Kingdom
$53.5M -$1.14M -41,158 -2%
RJA
22
Raymond James & Associates
Florida
$51.6M -$4M -144,296 -8%
UBS AM
23
UBS AM
Illinois
$51.6M +$3.1M +111,887 +7%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$51.5M +$10.6M +382,096 +28%
N
25
Nuveen
North Carolina
$47.6M +$8.91M +321,253 +25%