Iron Mountain
753 hedge funds and large institutions have $12.1B invested in Iron Mountain in 2021 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 266 increasing their positions, 244 reducing their positions, and 72 closing their positions.
71% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 72
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
22% more capital invested
Capital invested by funds: $9.95B → $12.1B (+$2.16B)
6% more funds holding
Funds holding: 711 → 753 (+42)
9% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 244
0.87% more ownership
Funds ownership: 79% → 79.87% (+0.87%)
32% less call options, than puts
Call options by funds: $90.2M | Put options by funds: $132M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$29.3M |
| 2 |
Amundi
Paris,
France
|
+$28.6M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$25.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$24.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$20.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$63.3M |
| 2 |
EIP
Epoch Investment Partners
New York
|
-$40.7M |
| 3 |
ZP
Zimmer Partners
New York
|
-$12.5M |
| 4 |
Barclays
London,
United Kingdom
|
-$11.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.54M |
IRM Hedge Fund Activity: Q4 2021 in Review
753 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2021, worth a combined $12.1B — up 22% from $9.95B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new IRM positions and 72 closed out — a net gain of 51 holders — while 266 added to existing stakes and 244 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $29.3M. The largest seller was Morgan Stanley, cutting an estimated $63.3M.
- 753 institutional investors held Iron Mountain (IRM) as of Q4 2021, up from 711 in Q3 2021.
- Funds reported $12.1B of Iron Mountain stock for Q4 2021, up 22% quarter-over-quarter.
- 123 funds opened new Iron Mountain positions in Q4 2021 and 72 closed out, a net change of +51 holders.
- The largest Iron Mountain buyer in Q4 2021 was Janus Henderson Group, an estimated $29.3M added.
- The largest Iron Mountain seller in Q4 2021 was Morgan Stanley, an estimated $63.3M sold.
Based on aggregated 13F filings for Q4 2021.