NOVT icon

Novanta
NOVT

Overview Fund Activity

255 hedge funds and large institutions have $5.98B invested in Novanta in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
90
Reduced
93
Closed
37
Calls
$2.73M
Puts
$3.13M
Net Calls
-$404K
Net Calls Change
-$763K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$143M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$104M
3
Morgan Stanley
Morgan Stanley
New York
+$65.9M
4
BlackRock
BlackRock
New York
+$25.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$22.4M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$38.8M
2
FAM
Fred Alger Management
New York
-$35.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$34.8M
4
Capital International Investors
Capital International Investors
California
-$31.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lindbrook Capital
California
$9.94K -$2.02K -12 -17%
PPC
227
Park Place Capital
Alabama
$9.09K +$2.36K +14 +35%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$9K +$327 +2 +4%
QCG
229
Quadrant Capital Group
Ohio
$8.59K -$5.39K -32 -39%
C
230
Covestor
United Kingdom
$8K -$522 -3 -6%
AF
231
Allworth Financial
California
$7.92K +$5.22K +31 +194%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$6.4K +$505 +3 +9%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$5.56K -$505 -3 -8%
CTC
234
Central Trust Company
Missouri
$5.05K – – –
PA
235
Parallel Advisors
California
$5.05K -$8.93K -53 -64%
AGWCA
236
Annis Gardner Whiting Capital Advisors
Florida
$4.55K – – –
BIA
237
Bell Investment Advisors
California
$3.71K +$674 +4 +22%
WPA
238
West Paces Advisors
Georgia
$3.54K +$3.54K +21 New
WWM
239
Wolff Wiese Magana
California
$3.37K +$3.37K +20 New
JWA
240
JFS Wealth Advisors
Pennsylvania
$3.03K -$337 -2 -10%
FG
241
Fairman Group
Pennsylvania
$3.03K +$3.03K +18 New
LFA
242
LGT Financial Advisors
Texas
$2.86K -$1.01K -6 -26%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$2.7K – – –
PWMG
244
Private Wealth Management Group
New Jersey
$2.02K +$2.02K +12 New
VWM
245
Venturi Wealth Management
Texas
$1.85K +$1.85K +11 New
AAP
246
Arax Advisory Partners
Colorado
$1.69K – – –
JFA
247
JNBA Financial Advisors
Minnesota
$1.35K – – –
AW
248
Avion Wealth
Texas
$1K +$1K +4 New
SIC
249
SJS Investment Consulting
Ohio
$843 -$506 -3 -38%
PS
250
Principal Securities
Iowa
$842 +$842 +5 New
8 9
10
11 12