Ur-Energy
URG
156 hedge funds and large institutions have $365M invested in Ur-Energy in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 16 closing their positions.
194% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 16
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 39
24% more funds holding
Funds holding: 126 → 156 (+30)
14% more capital invested
Capital invested by funds: $321M → $365M (+$44.1M)
2.61% more ownership
Funds ownership: 61.07% → 63.67% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$17.2M |
| 2 |
Millennium Management
New York
|
+$12.8M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$10.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$9.4M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$28.4M |
| 2 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$14.8M |
| 3 |
LHCM
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
-$5.95M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.01M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$4.66M |
URG Hedge Fund Activity: Q1 2026 in Review
156 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Ur-Energy (URG) for Q1 2026, worth a combined $365M — up 14% from $321M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new URG positions and 16 closed out — a net gain of 31 holders — while 51 added to existing stakes and 39 trimmed.
The largest buyer was Marshall Wace, adding an estimated $17.2M. The largest seller was VanEck Associates, exiting entirely with an estimated $28.4M sold.
- 156 institutional investors held Ur-Energy (URG) as of Q1 2026, up from 126 in Q4 2025.
- Funds reported $365M of Ur-Energy stock for Q1 2026, up 14% quarter-over-quarter.
- 47 funds opened new Ur-Energy positions in Q1 2026 and 16 closed out, a net change of +31 holders.
- The largest Ur-Energy buyer in Q1 2026 was Marshall Wace, an estimated $17.2M added.
- The largest Ur-Energy seller in Q1 2026 was VanEck Associates, an estimated $28.4M sold.
Based on aggregated 13F filings for Q1 2026.