Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UR-ENERGY INC (URG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — URG

Based on 120 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their URG 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 — 92% of 3.0Y peak

92% of all-time peak
120 funds currently hold this stock — 92% of the 3.0-year high of 131 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding URG is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

66 buying66 selling
Last quarter: 66 funds bought or added vs 66 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 — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 48 → 24 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 22% medium 31% new
56 out of 120 hedge funds have held URG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -96%

Value
-95%
Shares
+3%
Last quarter: funds added +4% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

22 → 16 → 48 → 24 → 26 new funds/Q
New funds entering each quarter: 16 → 48 → 24 → 26. URG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 56% of holders stayed 2+ years

56% veterans 12% 1-2yr 32% new
Of 120 current holders: 67 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
23 of 120 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: URG

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

Market Analysis: URG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: URG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: URG
2026 Q1 Stats Unlock in 20 days 120 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 120 121 -0.83%
13F Shares 229M 221M 3.6%
Total Value $317M $7.28B -95.64%
New Positions 26 24 +2
Increased Positions 40 29 +11
Closed Positions 27 34 -7
Reduced Positions 39 43 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: URG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Institutional Holders (2026 Q1)

120 + investors

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

Top 25 institutional holders of URG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Azarias Capital Management, L.P. 9.08% 13,604,304 $20.3M
2 Verity Asset Management, Inc. 0.17% 265,714 $396K
3 Banque Cantonale Vaudoise 0.03% 471,828 $703K
4 OARSMAN CAPITAL, INC. 0.01% 68,297 $102K
5 Y-Intercept (Hong Kong) Ltd 0.01% 410,349 $611K
6 Refined Wealth Management 0.01% 10,800 $16K
7 BRAVE ASSET MANAGEMENT INC 0.01% 18,000 $27K
8 Redhawk Wealth Advisors, Inc. 0.00% 30,327 $45K
9 Abel Hall, LLC 0.00% 12,981 $19K
10 Gradient Capital Advisors, LLC 0.00% 10,000 $15K
11 Canal Capital Management, LLC 0.00% 18,500 $28K
12 Private Advisor Group, LLC 0.00% 410,000 $611K
13 Cypress Wealth Services, LLC 0.00% 10,282 $15K
14 Continuum Advisory, LLC 0.00% 15,038 $22K
15 Cambridge Investment Research Advisors, Inc. 0.00% 371,526
16 RITHOLTZ WEALTH MANAGEMENT 0.00% 42,085 $63K
17 SG Americas Securities, LLC 0.00% 336,501
18 SBI Securities Co., Ltd. 0.00% 11,785 $18K
19 IFP Advisors, Inc 0.00% 14,000 $21K
20 Vermillion Wealth Management, Inc. 0.00% 600
21 GAMMA Investing LLC 0.00% 4,230 $6K
22 Fortitude Family Office, LLC 0.00% 730 $1K
23 TOTH FINANCIAL ADVISORY CORP 0.00% 800 $1K
24 MassMutual Private Wealth & Trust, FSB 0.00% 2,000 $3K
25 Bogart Wealth, LLC 0.00% 100
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 — UR-ENERGY INC (URG)

What does the Smart Money Trend signal show for URG?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their URG 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 URG?

Slight buying edge — 50% buying: Last quarter: 66 funds bought or added vs 66 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 URG holders?

Smaller funds dominant — 19% AUM from top-100: 23 of 120 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held URG?

47% of holders stayed for 2+ years: 56 out of 120 hedge funds have held URG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.