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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $381.15 M.
Top institutional holders include John Paulson and First Eagle Investment.
Notably, John Paulson has expressed high conviction in this stock, allocating 7.78% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.75 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 288.1%. Conversely, Paul Tudor Jones reduced exposure by 46.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for NovaGold Resources Inc. (NG)
Major holders include John Paulson ($253.86 M), First Eagle Investment ($85.53 M), Paul Tudor Jones ($5.36 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 37.55 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.75 M, with 3 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 $29.26 M.
Yes, 0 managers opened new positions in NG, and 3 increased their existing holdings. The total reported buy value was $2.51 M.