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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $391.29 M.
Top institutional holders include John Paulson and First Eagle Investment.
Notably, John Paulson has expressed high conviction in this stock, allocating 8.07% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $2.6 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who opened a new position. Conversely, Steven Cohen reduced exposure by 60.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 8.07% | 27,238,061 | $239.69 M | Q3 2025 | ||
| 0.19% | Add 0.1% | 11,811,841 | $103.94 M | Q3 2025 | |
| 0.02% | Add 89.5% | 1,080,198 | $9.51 M | Q3 2025 | |
| 0.00% | Reduce -60.0% | 172,047 | $1.52 M | Q3 2025 | |
| 0.00% | Add 8.7% | 89,681 | $789,192 | Q3 2025 | |
| 0.00% | New Buy | 30,986 | $272,677 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for NovaGold Resources Inc. (NG)
Top Guru holders include John Paulson ($239.69 M), First Eagle Investment ($103.94 M), Paul Tudor Jones ($9.51 M). Collectively, tracked Gurus hold 40.42 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $2.6 M, with 4 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of NG completely. Total sell value was $2.28 M.
Yes, 1 Gurus opened new positions in NG, and 3 added to their existing holdings. Total buy value was $4.88 M.