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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $278.32 M.
Top institutional holders include John Paulson and First Eagle Investment.
Notably, John Paulson has expressed high conviction in this stock, allocating 6.31% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.1 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 63.3%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 26.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for NovaGold Resources Inc. (NG)
Major holders include John Paulson ($162.61 M), First Eagle Investment ($44.69 M), Steven Cohen ($4.93 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 37.11 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.1 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited NG. The total reported sell value was $12.57 M.
Yes, 0 managers opened new positions in NG, and 3 increased their existing holdings. The total reported buy value was $2.48 M.
