Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Isoenergy Ltd (ISOU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
5Q ▲
Buyers last Q
67%

Smart Money Signals — ISOU

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ISOU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
48 hedge funds hold ISOU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +140% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+140% 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.
🟢

More buyers than sellers — 67% buying

32 buying16 selling
Last quarter: 32 funds were net buyers (13 opened a brand new position + 19 added to an existing one). Only 16 were sellers (11 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 8 → 11 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 52% entered in last year

■ 2% conviction (2yr+) ■ 46% medium ■ 52% new
Only 1 funds (2%) 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.
💰

Value +43% but shares only +25% — price-driven

Value
+43%
Shares
+25%
Last quarter: the total dollar value of institutional holdings rose +43%, but actual share count only changed +25%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~13 new funds/quarter

19 → 14 → 8 → 11 → 13 new funds/Q
New funds entering each quarter: 14 → 8 → 11 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 49 current holders: 48 (98%) entered in the past year, only 1 (2%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
14 of 48 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — ISOU

In 2026 Q2, 32 hedge funds were net buyers of ISOU (13 opened a new position, 19 added to an existing one), while 16 reduced or exited (11 trimmed, 5 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: ISOU

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

Market Analysis: ISOU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ISOU

-- --

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: ISOU
48 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 40 20.0%
13F Shares 16M 13M 25.25%
Total Value $161M $112M 43.36%
New Positions 13 11 +2
Increased Positions 19 17 +2
Closed Positions 5 5 -
Reduced Positions 11 7 +4
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ISOU

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

48 + investors

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

QUARTER:
Top 25 ISOU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 L1 Capital Pty Ltd 0.93% 2,778,857 $27.7M
2 Firetrail Investments Pty Ltd 0.82% 293,110 $2.9M
3 Acasta Partners UK LLP 0.79% 150,700 $1.5M
4 Invst, LLC 0.23% 235,377 $2.3M
5 PenderFund Capital Management Ltd. 0.18% 139,300 $1.4M
6 Ausbil Investment Management Ltd 0.17% 37,700 $375K
7 Masters Capital Management LLC 0.15% 600,000 $6.0M
8 Mirabella Financial Services LLP 0.15% 158,600 $1.6M
9 Vident Advisory, LLC 0.09% 1,250,237 $12.5M
10 Rockbridge Asset Management LLC 0.06% 10,000 $100K
11 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 2,481,841 $24.7M
12 Van Eck Associates Corp 0.03% 4,566,386 $45.5M
13 Sprott INC. 0.02% 66,969 $669K
14 Intact Investment Management INC. 0.02% 70,581 $704K
15 Cibc World Market INC. 0.02% 1,014,328 $10.1M
16 Wealthspire Retirement, LLC 0.02% 27,809 $277K
17 Old Mission Capital LLC 0.01% 58,183 $580K
18 Eagle Global Advisors LLC 0.01% 26,625 $265K
19 Manufacturers Life Insurance Company, the 0.01% 932,342 $9.0M
20 Trifecta Capital Advisors, LLC 0.00% 2,300 $23K
21 Fairscale Capital, LLC 0.00% 374 $4K
22 Vontobel Holding Ltd. 0.00% 34,651 $345K
23 Brevan Howard Capital Management LP 0.00% 12,431 $124K
24 UBS Group AG 0.00% 572,217 $5.7M
25 Mackenzie Financial Corp 0.00% 45,626 $645K
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 — Isoenergy Ltd (ISOU)

What does the Smart Money Trend signal show for ISOU?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ISOU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ISOU?

More buyers than sellers — 67% buying: Last quarter: 32 funds were net buyers (13 opened a brand new position + 19 added to an existing one). Only 16 were sellers (11 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ISOU holders?

Smaller funds dominant — 12% AUM from top-100: 14 of 48 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ISOU?

Mostly new holders — 52% entered in last year: Only 1 funds (2%) 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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