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Novanta
NOVT

Overview Fund Activity

248 hedge funds and large institutions have $5.64B invested in Novanta in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
104
Reduced
88
Closed
24
Calls
$859K
Puts
$16K
Net Calls
+$843K
Net Calls Change
+$829K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$49.4M
2
Macquarie Group
2
Macquarie Group
Australia
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$170M
4
FAM
4
Fred Alger Management
New York
$80.2M
5
CIP
5
Champlain Investment Partners
Vermont
$109M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$155M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$208M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$121M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$99.2M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
226
RFP Financial Group
Georgia
$5.73K – – –
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$5.57K -$22.6K -142 -80%
AWM
228
Avior Wealth Management
Nebraska
$5.57K +$5.57K +35 New
RCM
229
Raleigh Capital Management
North Carolina
$5.25K +$955 +6 +22%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$4.93K – – –
PA
231
Parallel Advisors
California
$3.82K -$159 -1 -4%
QCG
232
Quadrant Capital Group
Ohio
$3.66K +$637 +4 +21%
JWA
233
JFS Wealth Advisors
Pennsylvania
$3.34K +$159 +1 +5%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$2.55K – – –
CMBA
235
C.M. Bidwell & Associates
Hawaii
$2.39K – – –
SC
236
Schubert & Co
Texas
$2.23K -$159 -1 -7%
SFG
237
Steward Financial Group
Texas
$2K +$1.33K +12 +200%
BIA
238
Bell Investment Advisors
California
$1.91K – – –
HGWM
239
Harvest Group Wealth Management
Massachusetts
$1.75K – – –
AAP
240
Arax Advisory Partners
Colorado
$1.59K +$159 +1 +11%
SIC
241
SJS Investment Consulting
Ohio
$1.27K +$159 +1 +14%
JFA
242
JNBA Financial Advisors
Minnesota
$1.27K +$1.27K +8 New
AF
243
Advisornet Financial
Minnesota
$1.11K +$637 +4 +133%
GRP
244
Global Retirement Partners
California
$981 -$1.31K -8 -57%
DI
245
Disciplined Investments
Oklahoma
$955 +$159 +1 +20%
TWP
246
TFO Wealth Partners
Ohio
$159 -$40.5K -255 -100%
CFGS
247
Concourse Financial Group Securities
Alabama
$159 +$159 +1 New
DTL
248
Dynamic Technology Lab
Singapore
– -$762K -5,610 Closed
GCP
249
GSA Capital Partners
United Kingdom
– -$643K -4,732 Closed
Squarepoint
250
Squarepoint
New York
– -$632K -4,651 Closed
7 8 9
10
11