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Novanta
NOVT

Overview Fund Activity

256 hedge funds and large institutions have $6.45B invested in Novanta in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+8
Holders Change %
+3.23%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
87
Reduced
97
Closed
17
Calls
$2.32M
Puts
$1.2M
Net Calls
+$1.12M
Net Calls Change
+$280K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$689M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.5M
3
FAM
3
Fred Alger Management
New York
$108M
4
SCM
4
Sandler Capital Management
New York
$20.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$136M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$96.5M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$233M
3
WA
3
Wasatch Advisors
Utah
$168M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$181M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$17.1K – – –
UB
227
UMB Bank
Missouri
$16.8K – – –
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$15.6K +$9.21K +50 +143%
LC
229
Lindbrook Capital
California
$13.1K +$368 +2 +3%
KFI
230
Key Financial Inc
Pennsylvania
$11.6K – – –
C
231
Covestor
United Kingdom
$9K -$11.2K -62 -55%
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$9K +$8.64K +48 +2,400%
PTC
233
Private Trust Company
Ohio
$8.84K – – –
RCM
234
Raleigh Capital Management
North Carolina
$7.45K +$1.3K +7 +21%
PPC
235
Park Place Capital
Alabama
$7.36K – – –
EWA
236
EverSource Wealth Advisors
Alabama
$7.18K – – –
PA
237
Parallel Advisors
California
$7.18K +$2.76K +15 +63%
RFG
238
RFP Financial Group
Georgia
$6.63K – – –
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$5.71K – – –
AWM
240
Avior Wealth Management
Nebraska
$4.79K -$1.66K -9 -26%
QCG
241
Quadrant Capital Group
Ohio
$4.24K – – –
BIA
242
Bell Investment Advisors
California
$4.05K +$1.84K +10 +83%
JWA
243
JFS Wealth Advisors
Pennsylvania
$3.5K -$368 -2 -10%
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$2.95K – – –
CMBA
245
C.M. Bidwell & Associates
Hawaii
$2.76K – – –
FGAM
246
Financial Gravity Asset Management
Texas
$2.7K +$2.7K +184 New
UFF
247
USA Financial Formulas
Michigan
$2.39K +$2.39K +13 New
AAP
248
Arax Advisory Partners
Colorado
$1.84K – – –
JFA
249
JNBA Financial Advisors
Minnesota
$1.47K – – –
SIC
250
SJS Investment Consulting
Ohio
$1.29K -$184 -1 -13%
7 8 9
10
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