NOVT icon

Novanta
NOVT

Overview Fund Activity

281 hedge funds and large institutions have $6.08B invested in Novanta in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
104
Closed
12
Calls
$4.79M
Puts
$6.66M
Net Calls
-$1.87M
Net Calls Change
-$1.47M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$17.5M
2
Invesco
2
Invesco
Georgia
$118M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$351M
4
TAM
4
Telemark Asset Management
Massachusetts
$17.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$675M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$126M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$127M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.28M
5
CS
5
Credit Suisse
Switzerland
$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$73.1K -$630K -3,595 -90%
AssetMark Inc
227
AssetMark Inc
California
$71.1K – – –
Walleye Capital
228
Walleye Capital
New York
$62.9K +$62.9K +360 New
HT
229
Headlands Technologies
Illinois
$52.1K +$52.1K +298 New
HNB
230
Huntington National Bank
Ohio
$50.5K -$1.05K -6 -2%
S
231
SignatureFD
Georgia
$45.6K – – –
FHA
232
First Horizon Advisors
Tennessee
$36.9K – – –
RA
233
Rise Advisors
New York
$31.8K +$31.8K +182 New
Simplex Trading
234
Simplex Trading
Illinois
$29K +$29K +166 New
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$28.9K +$28.9K +168 New
GI
236
GAMMA Investing
California
$21.3K +$2.97K +17 +16%
MG
237
Mather Group
Illinois
$21.1K +$21.1K +125 New
Ohio Public Employees Retirement System (OPERS)
238
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.9K +$524 +3 +3%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$15K +$4.41K +25 +42%
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$12K +$2.7K +16 +29%
QCG
241
Quadrant Capital Group
Ohio
$11.4K +$2.45K +14 +27%
KFI
242
Key Financial Inc
Pennsylvania
$11K – – –
LC
243
Lindbrook Capital
California
$10.3K – – –
AF
244
Allworth Financial
California
$10.1K +$1.92K +11 +23%
PPC
245
Park Place Capital
Alabama
$9.44K – – –
BIA
246
Bell Investment Advisors
California
$9.09K +$5.24K +30 +136%
EWA
247
EverSource Wealth Advisors
Alabama
$8.3K -$5.01K -32 -38%
PA
248
Parallel Advisors
California
$8.04K +$2.8K +16 +53%
C
249
Covestor
United Kingdom
$8K – – –
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$6.12K -$524 -3 -8%
8 9
10
11 12