Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OR ROYALTIES INC. (OR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — OR

Based on 216 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added OR 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
216 hedge funds hold OR 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 — +10700% more funds vs a year ago

fund count last 6Q
+214 new funds entered over the past year (+10700% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 54% buying

120 buying104 selling
Last quarter: 120 funds bought or added vs 104 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.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 185 → 39 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 89% entered in last year

■ 4% conviction (2yr+) ■ 7% medium ■ 89% new
Only 9 funds (4%) 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

0 → 1 → 185 → 39 → 41 new funds/Q
New funds entering each quarter: 1 → 185 → 39 → 41. OR 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 — 94% of holders entered in last year

■ 6% veterans ■ 0% 1-2yr ■ 94% new
Of 236 current holders: 223 (94%) entered in the past year, only 13 (6%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
32 of 216 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — OR

In 2025 Q4, 120 hedge funds were net buyers of OR (41 opened a new position, 79 added to an existing one), while 104 reduced or exited (78 trimmed, 26 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in OR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 216.

Hedge Fund Ownership: OR

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

Market Analysis: OR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OR

Basic Materials Gold

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 5 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: OR
2026 Q1 Stats Unlock in 5 days 236 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 236 220 7.27%
13F Shares 133M 143M -6.95%
Total Value $4.32B $5.29B -18.32%
New Positions 42 41 +1
Increased Positions 108 73 +35
Closed Positions 28 24 +4
Reduced Positions 100 90 +10
Total Calls 14 13 7.69%
Total Puts 9 8 12.5%
PUT/CALL Ratio 0.64 0.62 Bullish

Statistics: OR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

236 + investors

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

QUARTER:
Top 25 institutional holders of OR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verbena Value LP 8.06% 1,294,900 $49.2M
2 GLOBAL STRATEGIC MANAGEMENT INC 6.68% 211,502 $8.0M
3 Lane Generational LLC 5.78% 191,125 $7.3M
4 Euro Pacific Asset Management, LLC 3.83% 1,026,669 $39K
5 SPROTT INC. 2.62% 2,362,660 $89.9M
6 U S GLOBAL INVESTORS INC 2.37% 534,625 $20.3M
7 Scheer, Rowlett & Associates Investment Management Ltd. 2.30% 840,453 $32.0M
8 LOUISBOURG INVESTMENTS INC. 1.59% 221,772 $8.4M
9 BARD ASSOCIATES INC 1.56% 163,863 $6.2M
10 Meixler Investment Management, Ltd. 1.06% 49,008 $2.0M
11 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 0.94% 248,000 $9.4M
12 PICTON MAHONEY ASSET MANAGEMENT 0.94% 3,340,194 $127.2M
13 FCA CORP /TX 0.43% 39,647 $1.5M
14 Genus Capital Management Inc. 0.42% 97,510 $3.7M
15 Anson Funds Management LP 0.33% 100,000 $3.8M
16 Oxbow Advisors, LLC 0.31% 96,499 $3.7M
17 CVFG LLC 0.29% 60,356 $2.3M
18 Ewing Morris & Co. Investment Partners Ltd. 0.25% 14,550 $553K
19 Hara Capital LLC 0.23% 11,845 $451K
20 Creekside Partners 0.21% 13,700 $521K
21 K2 PRINCIPAL FUND, L.P. 0.21% 80,000 $3.0M
22 MANNING & NAPIER ADVISORS LLC 0.20% 375,846 $14.3M
23 PKO Investment Management Joint-Stock Co 0.20% 62,344 $2.4M
24 NAVELLIER & ASSOCIATES INC 0.19% 48,307 $1.8M
25 Cannell & Spears LLC 0.18% 243,658 $9.3M
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 — OR ROYALTIES INC. (OR)

What does the Smart Money Trend signal show for OR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added OR 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 OR?

Slight buying edge — 54% buying: Last quarter: 120 funds bought or added vs 104 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 OR holders?

Strong quality — 29% AUM from major funds: 32 of 216 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OR?

Mostly new holders — 89% entered in last year: Only 9 funds (4%) 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.