Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Irsa Inversiones Y Rep S A (IRS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — IRS

Based on 71 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IRS 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
71 hedge funds hold IRS 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 — +51% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+51% 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 — 62% buying

37 buying23 selling
Last quarter: 37 funds were net buyers (23 opened a brand new position + 14 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 19 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 44% new

■ 37% conviction (2yr+) ■ 20% medium ■ 44% new
Of the 71 current holders: 26 (37%) held >2 years, 14 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

7 → 9 → 8 → 19 → 23 new funds/Q
New funds entering each quarter: 9 → 8 → 19 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 42% veterans vs 41% newcomers

■ 42% veterans ■ 16% 1-2yr ■ 41% new
Entry-cohort mix of 73 holders: 31 (42%) are 2+ year veterans, 12 entered 1–2 years ago, and 30 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
17 of 71 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — IRS

In 2026 Q1, 37 hedge funds were net buyers of IRS (23 opened a new position, 14 added to an existing one), while 23 reduced or exited (15 trimmed, 8 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: IRS

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

Market Analysis: IRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IRS

-- --

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

Is It Too Late to Buy Irsa Inversiones Y Rep S A (IRS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IRS has moved relative to its sector benchmark (XLRE) 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 · 83d ago
IRS
+2.5%
XLRE
+7.4%

IRS outperformed XLRE by -4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
IRS
+24.3%
XLRE
+1.5%

Since the filing became public, IRS outperformed XLRE by +22.8% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: IRS
71 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 71 56 26.79%
13F Shares 13M 13M -6.25%
Total Value $203M $222M -8.52%
New Positions 23 19 +4
Increased Positions 14 21 -7
Closed Positions 8 11 -3
Reduced Positions 15 14 +1
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IRS

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Financial Highlights

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Institutional Holders (2026 Q1)

71 + investors

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

QUARTER:
Top 25 IRS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VR Advisory Services Ltd 5.12% 2,670,087 $43.3M
2 Helikon Investments Ltd 2.71% 4,428,706 $71.8M
3 Systrade AG 1.30% 119,780 $1.9M
4 Ping Capital Management, INC. 0.58% 124,551 $2.0M
5 Crocodile Capital Partners GmbH 0.46% 39,107 $647K
6 Secure Asset Management, LLC 0.23% 90,954 $1.5M
7 Anchyra Partners LLC 0.11% 21,546 $349K
8 RWC Asset Management LLP 0.11% 155,815 $2.5M
9 Kopernik Global Investors, LLC 0.10% 85,363 $1.4M
10 Glenorchy Capital Ltd 0.06% 63,547 $1.0M
11 Nomura Asset Management International INC. 0.06% 2,144,821 $34.8M
12 683 Capital Management, LLC 0.06% 70,000 $1.1M
13 Cordatus Wealth Management LLC 0.05% 13,862 $225K
14 Mirabella Financial Services LLP 0.05% 33,153 $537K
15 Brevan Howard Capital Management LP 0.05% 333,556 $5.2M
16 Absolute Gestao de Investimentos Ltda. 0.05% 25,000 $405K
17 Abel Hall, LLC 0.03% 10,000 $162K
18 Orbis Allan Gray Ltd 0.03% 500,575 $8.1M
19 Prelude Capital Management, LLC 0.03% 20,500 $332K
20 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% 742,506 $12.0M
21 Y-Intercept (Hong Kong) Ltd 0.01% 43,909 $712K
22 Polen Capital Management LLC 0.01% 94,136 $1.5M
23 Chesapeake Asset Management LLC 0.01% 600 $10K
24 XTX Topco Ltd 0.01% 19,546 $317K
25 Hilton Head Capital Partners, LLC 0.00% 500 $8K
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 — Irsa Inversiones Y Rep S A (IRS)

What does the Smart Money Trend signal show for IRS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IRS 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 IRS?

More buyers than sellers — 62% buying: Last quarter: 37 funds were net buyers (23 opened a brand new position + 14 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IRS holders?

Smaller funds dominant — 4% AUM from top-100: 17 of 71 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IRS?

Mixed — 37% long-term, 44% new: Of the 71 current holders: 26 (37%) held >2 years, 14 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Irsa Inversiones Y Rep S A (IRS) following the 2026 Q1 hedge fund 13F filings?

As of today, IRS has moved +24.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLRE sector ETF — an outperformance of +22.8%. Since the quarter end (March 31, 2026), IRS has gained +2.5% vs +7.4% for XLRE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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