NOVAGOLD RESOURCES INC (NG) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to NOVAGOLD RESOURCES INC (NG) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of NG during the latest reporting period was First Eagle U.S. Value, which increased its reported NG position by approximately $18.87M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in NG exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward NOVAGOLD RESOURCES INC (NG). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $38.14M in reported NG exposure during the latest filing period, reflecting continued institutional interest in NOVAGOLD RESOURCES INC's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2018 | First Eagle U.S. Value | Buy | 980,279 | 5,495,440 | $24,455 |
| Q1 2018 | Baupost Group | Buy | 2,724,310 | 13,467,145 | $58,313 |
| Q4 2017 | Baupost Group | Buy | 1,242,835 | 10,742,835 | $42,219 |
| Q4 2017 | First Eagle U.S. Value | Buy | 718,876 | 4,515,161 | $17,745 |
| Q4 2016 | First Eagle U.S. Value | Buy | 1,230,000 | 3,796,285 | $17,311 |
| Q3 2016 | First Eagle U.S. Value | Buy | 415,000 | 2,566,285 | $14,371 |
| Q2 2016 | First Eagle U.S. Value | Buy | 2,079,651 | 2,151,285 | $13,166 |
| Q2 2016 | Renaissance Technologies LLC | Buy | 126,833 | 1,661,613 | $10,167 |
| Q1 2016 | Renaissance Technologies LLC | Buy | 1,061,780 | 1,534,780 | $7,741 |
| Q1 2016 | First Eagle U.S. Value | Buy | 56,634 | 71,634 | $361 |
| Q4 2015 | Renaissance Technologies LLC | Buy | 448,800 | 473,000 | $1,990 |
| Q4 2014 | Renaissance Technologies LLC | Buy | 10,690 | 163,390 | $481 |
| Q2 2013 | Baupost Group | Buy | 21,688,300 | 21,688,300 | $45,762 |
| Q2 2013 | Renaissance Technologies LLC | Buy | 2,462,200 | 2,462,200 | $5,195 |
| Q2 2013 | First Eagle U.S. Value | Buy | 15,000 | 15,000 | $32 |
Frequently asked questions about NG activity
Which institutional owners are buying NG?
Institutional owners buying NG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NG activity?
"Buy" means an investor increased their reported position in NG compared to the prior reporting period. This reflects growing exposure to NOVAGOLD RESOURCES INC (NG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NG increasing?
Institutional interest in NG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.