Guru Ownership Trend
Guru Analysis for NovaGold Resources Inc. (NG)
NovaGold Resources Inc. (NG), a key player in the Materials sector, continues to attract institutional attention.
As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $313.91 M.
Top institutional holders include John Paulson and First Eagle Investment.
Notably, John Paulson has expressed high conviction in this stock, allocating 7.86% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $10.8 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 86.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for NovaGold Resources Inc. (NG)
Major holders include John Paulson ($244.6 M), First Eagle Investment ($82.37 M), Renaissance Technologies (RenTech) ($7.97 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 38.75 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $10.8 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited NG. The total reported sell value was $971,436.91.
Yes, 2 managers opened new positions in NG, and 3 increased their existing holdings. The total reported buy value was $11.77 M.
