Iron Mountain
IRM
615 hedge funds and large institutions have $6.86B 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.
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
5% more capital invested
Capital invested by funds: $6.52B → $6.86B (+$338M)
4% more funds holding
Funds holding: 591 → 615 (+24)
3.71% less ownership
Funds ownership: 84.36% → 80.65% (-3.7%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$32.9M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$23.9M |
| 3 |
Morgan Stanley
New York
|
+$21.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$18M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$170M |
| 2 |
Goldman Sachs
New York
|
-$122M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$55.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$42.5M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$33.3M |
IRM Hedge Fund Activity: Q4 2020 in Review
615 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2020, worth a combined $6.86B — up 5.2% from $6.52B 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.
- 615 institutional investors held Iron Mountain (IRM) as of Q4 2020, up from 591 in Q3 2020.
- Funds reported $6.86B of Iron Mountain stock for Q4 2020, up 5.2% 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.