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Novanta
NOVT

Overview Fund Activity

253 hedge funds and large institutions have $4.72B invested in Novanta in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
99
Reduced
87
Closed
26
Calls
$625K
Puts
$611K
Net Calls
+$14K
Net Calls Change
-$1.25M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$134M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$80.4M
3
William Blair & Company
3
William Blair & Company
Illinois
$32.9M
4
BlackRock
4
BlackRock
New York
$574M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$16.8M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$175M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$23.8M
3
SEI Investments
3
SEI Investments
Pennsylvania
$18.2M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$89.3M
5
VIA
5
Vident Investment Advisory
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$5.44K +$5.44K +40 New
PPC
227
Park Place Capital
Alabama
$5K +$5K +40 New
RFG
228
RFP Financial Group
Georgia
$4.89K +$4.89K +36 New
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +31 New
EWA
230
EverSource Wealth Advisors
Alabama
$3.94K – – –
RCM
231
Raleigh Capital Management
North Carolina
$3.67K +$1.36K +10 +59%
PA
232
Parallel Advisors
California
$3.4K +$1.77K +13 +108%
JWA
233
JFS Wealth Advisors
Pennsylvania
$2.72K +$136 +1 +5%
QCG
234
Quadrant Capital Group
Ohio
$2.58K -$4.89K -36 -65%
TC
235
Truvestments Capital
Florida
$2.45K +$2.45K +18 New
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$2.17K -$136 -1 -6%
FGAM
237
Financial Gravity Asset Management
Texas
$2.11K +$2.11K +136 New
CMBA
238
C.M. Bidwell & Associates
Hawaii
$2.04K – – –
SC
239
Schubert & Co
Texas
$2.04K +$408 +3 +25%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$2K -$14.2K -142 -88%
GRP
241
Global Retirement Partners
California
$1.9K +$1.9K +14 New
BIA
242
Bell Investment Advisors
California
$1.63K +$543 +4 +50%
HGWM
243
Harvest Group Wealth Management
Massachusetts
$1.5K +$136 +1 +10%
AWM
244
Accurate Wealth Management
Florida
$1.42K +$1.42K +10 New
AAP
245
Arax Advisory Partners
Colorado
$1.22K -$3.26K -24 -73%
SIC
246
SJS Investment Consulting
Ohio
$951 +$543 +4 +133%
SWA
247
Sutton Wealth Advisors
Florida
$815 – – –
SIS
248
Sound Income Strategies
Florida
$679 – – –
DI
249
Disciplined Investments
Oklahoma
$679 +$136 +1 +25%
AF
250
Advisornet Financial
Minnesota
$408 +$408 +3 New
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