Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Idaho Strategic Resources (IDR)

136 + 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
↓ -6
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — IDR

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
136 hedge funds hold IDR 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 — +134% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+134% 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 — 53% buying

83 buying73 selling
Last quarter: 83 funds bought or added vs 73 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 (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 34 → 62 → 44 → 32. 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 — 55% entered in last year

■ 13% conviction (2yr+) ■ 32% medium ■ 55% new
Only 18 funds (13%) 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.
💰

Price up while funds trimmed (-27% value, -99% shares)

Value
-26%
Shares
-99%
Last quarter: total value of institutional IDR holdings rose -27% even though funds reduced share count by 99%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

12 → 34 → 62 → 44 → 32 new funds/Q
New funds entering each quarter: 34 → 62 → 44 → 32. 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 — 62% of holders entered in last year

■ 19% veterans ■ 18% 1-2yr ■ 62% new
Of 141 current holders: 88 (62%) entered in the past year, only 27 (19%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
38 of 134 holders are among the 100 largest funds by AUM, controlling 42% 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.
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 — IDR

In 2026 Q1, 83 hedge funds were net buyers of IDR (32 opened a new position, 51 added to an existing one), while 73 reduced or exited (35 trimmed, 38 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 42% of total institutional value in IDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 136.

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

-- --

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

Is It Too Late to Buy Idaho Strategic Resources (IDR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
IDR
+19.2%
SPY
+15.9%

IDR outperformed SPY by +3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IDR
+0.3%
SPY
+2.0%

Since the filing became public, IDR outperformed SPY by -1.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IDR
136 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 142 -4.23%
13F Shares 8M 821M -99.08%
Total Value $229M $313M -26.79%
New Positions 32 44 -12
Increased Positions 49 56 -7
Closed Positions 38 28 +10
Reduced Positions 35 30 +5
Total Calls 4 7 -42.86%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.75 0.57 Neutral

Statistics: IDR

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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 Q1)

136 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JW Asset Management, LLC 1.89% 143,197 $4.6M
2 HITE Hedge Asset Management LLC 0.54% 297,148 $9.5M
3 Thames Capital Management LLC 0.53% 91,929 $3.0M
4 Punch & Associates Investment Management, INC. 0.38% 207,220 $6.7M
5 Navellier & Associates Inc 0.37% 109,881 $3.5M
6 Orchard Capital Management, LLC 0.33% 9,956 $320K
7 Enhancing Capital LLC 0.24% 10,200 $328K
8 Round Rock Advisors LLC 0.22% 43,988 $1.4M
9 Harvest Investment Services, LLC 0.09% 14,818 $476K
10 Cvfg LLC 0.08% 21,050 $676K
11 Dynamic Technology Lab Private Ltd 0.08% 15,115 $485K
12 Fermata Advisors, LLC 0.07% 10,338 $332K
13 Informed Momentum Co LLC 0.05% 12,853 $413K
14 Bridgewater Associates, LP 0.03% 199,849 $6.4M
15 Wilkerson Advisory Group LLC 0.02% 1,487 $48K
16 Schonfeld Strategic Advisors LLC 0.01% 64,104 $2.1M
17 Global Assets Advisory, LLC 0.01% 1,395 $45K
18 World Investment Advisors 0.01% 24,734 $794K
19 Bridgeway Capital Management, LLC 0.01% 17,907 $575K
20 HHM Wealth Advisors, LLC 0.01% 2,662 $86K
21 State of Wyoming 0.01% 2,300 $74K
22 Martingale Asset Management L P 0.01% 9,238 $297K
23 Los Angeles Capital Management LLC 0.01% 47,794 $1.5M
24 DRW Securities, LLC 0.01% 13,356 $429K
25 XTX Topco Ltd 0.01% 9,967 $320K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 53% buying: Last quarter: 83 funds bought or added vs 73 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 — 42% AUM from top-100 funds: 38 of 134 holders are among the 100 largest funds by AUM, controlling 42% 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 — 55% entered in last year: Only 18 funds (13%) 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.

Is it too late to buy Idaho Strategic Resources (IDR) following the 2026 Q1 hedge fund 13F filings?

As of today, IDR has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), IDR has gained +19.2% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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