NORTHERN DYNASTY MINERALS LT NAK
COM NEW · Common Stock · CUSIP 66510M204 · ISIN CA66510M2040
- SectorMaterials
- IndustryGold and Silver Ores
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $0.24. Options: 7 managers hold calls ($234.9k notional), 6 hold puts ($86.4k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 82 |
| Q4 2022 | 87 |
| Q1 2023 | 88 |
| Q2 2023 | 90 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 27 | 21 |
| Q1 2023 | 26 | 24 |
| Q2 2023 | 22 | 29 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $703.0k | $373.0k | 0.53 |
| Q4 2022 | $476.3k | $260.3k | 0.55 |
| Q1 2023 | $270.3k | $99.6k | 0.37 |
| Q2 2023 | $234.9k | $86.4k | 0.37 |
Biggest buyers
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.0m |
| HRT FINANCIAL LP | New | +937.3k |
| WELLS FARGO & COMPANY/MN | Added | +200.0k |
| Sequoia Financial Advisors, LLC | Added | +155.6k |
| BANK OF MONTREAL /CAN/ | Added | +100.0k |
| ROYAL BANK OF CANADA | Added | +92.4k |
| SIMPLEX TRADING, LLC | New | +64.0k |
| ALPS ADVISORS INC | Added | +61.8k |
| TWO SIGMA SECURITIES, LLC | Added | +60.2k |
| FOUNDERS FINANCIAL SECURITIES LLC | New | +34.5k |
Biggest sellers
| Mirae Asset Global Investments Co., Ltd. | Sold out | -13.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.5m |
| Quintet Private Bank (Europe) S.A. | Sold out | -245.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -202.4k |
| CITADEL ADVISORS LLC | Reduced | -156.4k |
| Virtu Financial LLC | Sold out | -104.8k |
| Russell Investments Group, Ltd. | Reduced | -89.5k |
| UBS Group AG | Reduced | -60.6k |
| Baader Bank Aktiengesellschaft | Sold out | -46.0k |
| IHT Wealth Management, LLC | Sold out | -41.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $122.0k508.3k shares |
| CITADEL ADVISORS LLC | Reduced | $42.3k176.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $36.0k153.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $18.1k81.6k shares |
| GROUP ONE TRADING LLC | Reduced | $16.4k68.2k shares |
| HAP Trading, LLC | Reduced | $24411.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $34.8k145.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.4k130.8k shares |
| SIMPLEX TRADING, LLC | Added | $14.0k62.1k shares |
| GROUP ONE TRADING LLC | Unchanged | $3.2k13.5k shares |
| WOLVERINE TRADING, LLC | Added | $3.0k13.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Kopernik Global Investors, LLC
13D · may seek influence
+1.3 pts · filed 2026-04-07
Stated purposeThe Reporting Persons purchased the Issuer's securities based on the Reporting Persons' belief that such securities, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Persons, and the availability of Common Shares at prices that would make the purchase or sale of Common Shares desirable, the Reporting Persons intend to continue to review their investment in the Issuer on an ongoing basis and may, from time to time and at any time, acquire additional Common Shares in the open market or otherwise, dispose of any or all of the Common Shares in the open market or otherwise, and/or engage in hedging or similar transactions with respect to the Common Shares. O… Full filing |
14.0% |
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Kopernik Global Investors, LLC 0.79% of their portfolio | 32.1m $7.7m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 7.8m $1.8m | Reduced -89.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 1.8m $441.7k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.3m $312.0k | Added +1.0m |
| HRT FINANCIAL LP 0.00% of their portfolio | 937.3k $224.0k | New |
| Valeo Financial Advisors, LLC 0.01% of their portfolio | 553.5k $132.8k | Unchanged |
| CADINHA & CO LLC 0.02% of their portfolio | 500.0k $120.0k | Unchanged |
| LCM Capital Management Inc 0.07% of their portfolio | 371.8k $89.2k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 364.2k $87.4k | Added +200.0k |
| GRIMES & Co WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 318.9k $76.5k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 212.3k $48.1k | Unchanged |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 205.2k $49.2k | Added +155.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 189.8k $45.0k | Added +92.4k |
| ALPS ADVISORS INC 0.00% of their portfolio | 175.1k $42.0k | Added +61.8k |
| Crewe Advisors LLC 0.01% of their portfolio | 152.0k $36.5k | Reduced -14.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 132.4k $31.5k | Added +100.0k |
| MORGAN STANLEY 0.00% of their portfolio | 116.9k $28.0k | Added +3.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 115.0k $27.6k | Reduced -156.4k |
| BRADY FAMILY WEALTH, LLC 0.01% of their portfolio | 110.0k $26.4k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 108.7k $26.1k | Reduced -1.5m |
| UBS Group AG 0.00% of their portfolio | 105.4k $25.3k | Reduced -60.6k |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 99.0k $23.8k | Added +60.2k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 98.2k $24.0k | Added +1.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 89.9k $21.6k | Reduced -202.4k |
| True North Advisors, LLC 0.01% of their portfolio | 81.5k $19.6k | Unchanged |
| Smith Anglin Financial, LLC 0.00% of their portfolio | 65.0k $15.6k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 64.0k $15.0k | New |
| LPL Financial LLC 0.00% of their portfolio | 54.0k $13.0k | Reduced -1.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 49.3k $12.0k | Reduced -1.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 47.1k $11.3k | Added +27.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 47.0k $11.3k | Reduced -1.8k |
| 626 Financial, LLC 0.01% of their portfolio | 34.9k $8.4k | Unchanged |
| FOUNDERS FINANCIAL SECURITIES LLC 0.00% of their portfolio | 34.5k $8.3k | New |
| Versant Capital Management, Inc 0.00% of their portfolio | 32.3k $7.8k | Unchanged |
| SevenBridge Financial Group, LLC 0.00% of their portfolio | 31.4k $7.5k | Unchanged |
| Patriot Financial Group Insurance Agency, LLC 0.00% of their portfolio | 30.9k $7.4k | Unchanged |
| WEALTH ALLIANCE, LLC 0.00% of their portfolio | 30.7k $7.4k | Reduced -1.2k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 30.6k $7.3k | Unchanged |
| Fiduciary Alliance LLC 0.00% of their portfolio | 27.3k $6.6k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 25.5k $6.1k | Unchanged |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 22.8k $5.5k | Unchanged |
| Keystone Wealth Services, LLC 0.00% of their portfolio | 21.2k $5.1k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 21.1k $5.1k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 19.7k $4.7k | Reduced -415 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 18.5k $4.4k | Unchanged |
| Independent Wealth Network Inc. 0.00% of their portfolio | 16.1k $3.9k | Unchanged |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 15.8k $4.0k | New |
| Ellsworth Advisors, LLC 0.00% of their portfolio | 15.2k $3.7k | Unchanged |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 14.8k $3.3k | Reduced -3.2k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 13.8k $3.3k | Unchanged |
| Sage Investment Advisers LLC 0.00% of their portfolio | 13.0k $3.1k | Unchanged |
| EQUITABLE TRUST CO 0.00% of their portfolio | 11.9k $2.9k | Unchanged |
| GPS Wealth Strategies Group, LLC 0.00% of their portfolio | 11.5k $2.8k | Unchanged |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 11.4k $2.7k | Reduced -500 |
| Roundview Capital LLC 0.00% of their portfolio | 11.0k $2.6k | New |
| Integrated Advisors Network LLC 0.00% of their portfolio | 11.0k $2.6k | New |
| Advisory Services Network, LLC 0.00% of their portfolio | 10.9k $2.6k | Unchanged |
| Creative Planning 0.00% of their portfolio | 10.8k $2.6k | Reduced -21.0k |
| AE Wealth Management LLC 0.00% of their portfolio | 10.5k $2.5k | Reduced -9.5k |
| Welch Group, LLC 0.00% of their portfolio | 10.0k $2.4k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 10.0k $2.4k | Unchanged |
| Faithward Advisors, LLC 0.00% of their portfolio | 10.0k $2.6k | Unchanged |
| Wealth Alliance Advisory Group, LLC 0.00% of their portfolio | 10.0k $2.4k | Unchanged |
| OneAscent Financial Services LLC 0.00% of their portfolio | 10.0k $2.0k | Unchanged |
| Arkadios Wealth Advisors 0.00% of their portfolio | 10.0k $2.4k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 9.1k $2.0k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 7.6k $1.7k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 4.8k $1.2k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 4.2k $996 | Unchanged |
| Retirement Group, LLC 0.00% of their portfolio | 3.8k $900 | Unchanged |
| Safeguard Financial, LLC 0.00% of their portfolio | 3.5k $1.0k | New |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.00% of their portfolio | 3.0k $720 | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 2.5k $600 | Unchanged |
| PSI Advisors, LLC 0.00% of their portfolio | 2.3k $552 | New |
| ICA Group Wealth Management, LLC 0.00% of their portfolio | 1.8k $432 | Unchanged |
| Sugarloaf Wealth Management, LLC 0.00% of their portfolio | 1.8k $420 | Unchanged |
| TORONTO DOMINION BANK 0.00% of their portfolio | 1.2k $0 | Reduced -1.6k |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 1.1k $264 | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 1.0k $240 | Unchanged |
| Coppell Advisory Solutions LLC 0.00% of their portfolio | 1.0k $228 | New |
| ORG Partners LLC 0.00% of their portfolio | 1.0k $0 | New |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 500 $120 | Unchanged |
| NewSquare Capital LLC 0.00% of their portfolio | 400 $96 | Unchanged |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 400 $122 | Reduced -9.0k |
| Credential Qtrade Securities Inc. 0.00% of their portfolio | 190 $43 | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 184 $44 | New |
| RE Dickinson Investment Advisors, LLC 0.00% of their portfolio | 175 $0 | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 172 $41 | Unchanged |
| Cutler Group LLC / CA 0.00% of their portfolio | 109 $0 | Reduced -22 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Reduced -2.0k |