Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Idaho Strategic Resources (IDR)

126 + Investors. Track Smart Money conviction in IDR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
58%

Smart Money Signals — IDR

Based on 130 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IDR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
130 funds currently hold this stock — 91% of the 3.0-year high of 143 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +69% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+69% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

83 buying61 selling
Last quarter: 83 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 44 → 32 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 35% entered in last year

■ 18% conviction (2yr+) ■ 47% medium ■ 35% new
Only 23 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

35 → 62 → 44 → 32 → 21 new funds/Q
New funds entering each quarter: 62 → 44 → 32 → 21. IDR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 60% of holders entered in last year

■ 21% veterans ■ 19% 1-2yr ■ 60% new
Of 135 current holders: 81 (60%) entered in the past year, only 28 (21%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
40 of 127 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IDR

In 2026 Q2, 83 hedge funds were net buyers of IDR (21 opened a new position, 62 added to an existing one), while 61 reduced or exited (33 trimmed, 28 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 56% of total institutional value in IDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 130.

Hedge Fund Ownership: IDR

How many hedge funds hold IDR — quarterly history vs. share price
Quarterly hedge fund ownership of IDR vs. share price

Market Analysis: IDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IDR
126 + Investors

Track Smart Money conviction in IDR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 126 137 -8.03%
13F Shares 8M 8M 5.47%
Total Value $260M $229M 13.49%
New Positions 21 32 -11
Increased Positions 60 49 +11
Closed Positions 29 38 -9
Reduced Positions 31 36 -5
Total Calls 4 4 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: IDR

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Institutional Holders (2026 Q2)

126 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IDR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IDR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JW Asset Management, LLC 1.45% 141,197 $4.6M
2 Navellier & Associates Inc 0.41% 156,851 $5.1M
3 Punch & Associates Investment Management, INC. 0.36% 222,220 $7.3M
4 Orchard Capital Management, LLC 0.32% 9,956 $326K
5 Enhancing Capital LLC 0.23% 10,200 $334K
6 Round Rock Advisors LLC 0.19% 43,988 $1.4M
7 HITE Hedge Asset Management LLC 0.11% 60,543 $2.0M
8 Cvfg LLC 0.07% 21,050 $689K
9 Harvest Investment Services, LLC 0.07% 14,082 $461K
10 Fermata Advisors, LLC 0.07% 10,341 $339K
11 DRW Securities, LLC 0.06% 75,223 $2.5M
12 Aquatic Capital Management LLC 0.03% 22,830 $748K
13 Bridgewater Associates, LP 0.02% 167,828 $5.5M
14 Mangrove Partners IM, LLC 0.02% 7,624 $250K
15 Wilkerson Advisory Group LLC 0.01% 1,487 $49K
16 HHM Wealth Advisors, LLC 0.01% 3,662 $120K
17 World Investment Advisors 0.01% 15,150 $496K
18 Schonfeld Strategic Advisors LLC 0.01% 65,371 $2.1M
19 IFP Advisors, Inc 0.01% 12,922 $423K
20 Van Eck Associates Corp 0.01% 375,376 $12.3M
21 Bridgeway Capital Management, LLC 0.01% 12,607 $413K
22 Martingale Asset Management L P 0.01% 9,256 $303K
23 Los Angeles Capital Management LLC 0.01% 54,752 $1.8M
24 Ethic Inc. 0.01% 12,632 $414K
25 Quadrature Capital Ltd 0.00% 17,673 $579K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Idaho Strategic Resources (IDR)

What does the Smart Money Trend signal show for IDR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IDR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IDR?

Slight buying edge — 58% buying: Last quarter: 83 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IDR holders?

Elite ownership — 56% AUM from top-100 funds: 40 of 127 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IDR?

Mostly new holders — 35% entered in last year: Only 23 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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