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Novanta
NOVT

Overview Fund Activity

251 hedge funds and large institutions have $4.09B invested in Novanta in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+31
Holders Change %
+14.09%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
53
Increased
87
Reduced
79
Closed
22
Calls
$1.69M
Puts
$428K
Net Calls
+$1.26M
Net Calls Change
+$1.24M

Top Buyers

1
BlackRock
1
BlackRock
New York
$471M
2
State Street
2
State Street
Massachusetts
$130M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$41.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$43.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$16.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$54M
2
FAM
2
Fred Alger Management
New York
$39.6M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$190M
4
WA
4
Wasatch Advisors
Utah
$113M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
226
Orion Capital Management
California
$12K – – –
FHA
227
First Horizon Advisors
Tennessee
$11K -$2.95K -26 -21%
UB
228
UMB Bank
Missouri
$11K – – –
TWA
229
TCI Wealth Advisors
Arizona
$9K +$220 +2 +3%
KFI
230
Key Financial Inc
Pennsylvania
$7K – – –
C
231
Covestor
United Kingdom
$7K +$7K +59 New
QCG
232
Quadrant Capital Group
Ohio
$6K -$3.82K -35 -39%
PTC
233
Private Trust Company
Ohio
$4K -$1.14K -10 -22%
AAP
234
Arax Advisory Partners
Colorado
$4K -$364 -3 -8%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
EWA
236
EverSource Wealth Advisors
Alabama
$4K +$4K +29 New
WFA
237
Wipfli Financial Advisors
Wisconsin
$4K +$4K +31 New
CMBA
238
C.M. Bidwell & Associates
Hawaii
$2K -$667 -5 -25%
JWA
239
JFS Wealth Advisors
Pennsylvania
$2K +$1.16K +11 +138%
RCM
240
Raleigh Capital Management
North Carolina
$2K +$2K +17 New
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +17 New
PA
242
Parallel Advisors
California
$1K -$5.17K -62 -84%
SIS
243
Sound Income Strategies
Florida
$1K – – –
SC
244
Schubert & Co
Texas
$1K +$333 +4 +50%
BIA
245
Bell Investment Advisors
California
$1K +$500 +4 +100%
MAM
246
Meeder Asset Management
Ohio
$1K +$1K +5 New
HGWM
247
Harvest Group Wealth Management
Massachusetts
$1K +$1K +10 New
SWA
248
Sutton Wealth Advisors
Florida
$694 +$694 +6 New
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$391 +$391 +3,183 New
SAM
250
Silvercrest Asset Management
New York
– -$13.5M -110,909 Closed
7 8 9
10
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