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NovaGold Resources

179 hedge funds and large institutions have $1.14B invested in NovaGold Resources in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more call options, than puts

Call options by funds: $837K | Put options by funds: $154K

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.33% less ownership

Funds ownership: 55.18%54.85% (-0.33%)

1% less capital invested

Capital invested by funds: $1.14B → $1.14B (-$6.58M)

4% less funds holding

Funds holding: 187179 (-8)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
179
Holders Change
-8
Holders Change %
-4.28%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
61
Reduced
44
Closed
23
Calls
$837K
Puts
$154K
Net Calls
+$683K
Net Calls Change
-$620K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$150M +$3.35K +550 +0%
PC
2
Paulson & Co
New York
$138M
First Eagle Investment Management
3
First Eagle Investment Management
New York
$116M -$1.28M -209,997 -1%
PIF
4
Public Investment Fund
Saudi Arabia
$100M
LIM
5
Lingotto Investment Management
United Kingdom
$97.7M
BlackRock
6
BlackRock
New York
$83.1M -$1M -164,332 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$58.8M +$342K +56,259 +0.6%
VanEck Associates
8
VanEck Associates
New York
$56.4M -$4.11M -674,864 -7%
KGI
9
Kopernik Global Investors
Florida
$55M +$526K +86,388 +1%
BPCE
10
Bank Pictet & Cie (Europe)
Germany
$24.7M
State Street
11
State Street
Massachusetts
$22.2M +$806K +132,388 +4%
SI
12
Sprott Inc
Ontario, Canada
$15.5M -$1M -165,000 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.1M +$962K +158,123 +7%
Norges Bank
14
Norges Bank
Norway
$13M
Amundi
15
Amundi
France
$10.6M -$509K -83,677 -5%
ECP
16
Empyrean Capital Partners
California
$10.6M
Northern Trust
17
Northern Trust
Illinois
$9.78M -$20.5K -3,373 -0.2%
Morgan Stanley
18
Morgan Stanley
New York
$8.76M +$969K +159,261 +13%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$8.68M +$597K +98,142 +8%
JP
20
JNE Partners
United Kingdom
$8.13M -$3.94M -647,651 -33%
Citadel Advisors
21
Citadel Advisors
Florida
$7.56M -$421K -69,199 -5%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$7.22M +$208K +34,223 +3%
AA
23
ALPS Advisors
Colorado
$6.84M -$394K -64,709 -6%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$6.75M +$828K +136,000 +14%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$6.19M -$17.9K -2,935 -0.3%

NG Hedge Fund Activity: Q1 2023 in Review

179 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NovaGold Resources (NG) for Q1 2023, worth a combined $1.14B — down 0.57% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NG and 17 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was Millennium Management, adding an estimated $3.3M. The largest seller was Deer Park Road Corp, exiting entirely with an estimated $10.8M sold.

  • 179 institutional investors held NovaGold Resources (NG) as of Q1 2023, down from 187 in Q4 2022.
  • Funds reported $1.14B of NovaGold Resources stock for Q1 2023, down 0.57% quarter-over-quarter.
  • 17 funds opened new NovaGold Resources positions in Q1 2023 and 23 closed out, a net change of -6 holders.
  • The largest NovaGold Resources buyer in Q1 2023 was Millennium Management, an estimated $3.3M added.
  • The largest NovaGold Resources seller in Q1 2023 was Deer Park Road Corp, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2023.