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Novanta
NOVT

Overview Fund Activity

268 hedge funds and large institutions have $5.68B invested in Novanta in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
-13
Holders Change %
-4.63%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
108
Reduced
94
Closed
32
Calls
$2.35M
Puts
$1.88M
Net Calls
+$472K
Net Calls Change
+$2.34M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$25.4M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$21.1M
3
ECM
ExodusPoint Capital Management
New York
+$16.6M
4
WA
Wasatch Advisors
Utah
+$10.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$29.5M
2
Invesco
Invesco
Georgia
-$14.9M
3
AIG
American International Group
New York
-$11.3M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$9.25M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$7.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWS
226
SYSTM Wealth Solutions
Illinois
$28.2K -$187K -1,144 -87%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$22.8K -$4.17K -26 -15%
Ohio Public Employees Retirement System (OPERS)
228
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.6K +$979 +6 +5%
CA
229
Clearstead Advisors
Ohio
$18.3K +$18.3K +112 New
Simplex Trading
230
Simplex Trading
Illinois
$17K -$9.62K -60 -36%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$17K +$3.24K +20 +24%
MG
232
Mather Group
Illinois
$14.9K -$6.99K -40 -32%
QCG
233
Quadrant Capital Group
Ohio
$12.7K +$2.12K +13 +20%
LC
234
Lindbrook Capital
California
$11.7K +$2.12K +13 +22%
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$11K -$833 -5 -7%
KFI
236
Key Financial Inc
Pennsylvania
$10.3K – – –
BIA
237
Bell Investment Advisors
California
$10.3K +$1.79K +11 +21%
AF
238
Allworth Financial
California
$9.66K -$345 -2 -3%
CA
239
Crewe Advisors
Utah
$9.62K +$9.62K +59 New
AAP
240
Arax Advisory Partners
Colorado
$9.46K +$7.83K +48 +480%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$9.46K +$4.08K +25 +76%
PPC
242
Park Place Capital
Alabama
$8.81K – – –
EWA
243
EverSource Wealth Advisors
Alabama
$8.34K -$1.27K -7 -13%
SAM
244
Smartleaf Asset Management
Massachusetts
$8.01K +$8.01K +49 New
C
245
Covestor
United Kingdom
$8K – – –
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$6.69K +$979 +6 +17%
CTC
247
Central Trust Company
Missouri
$4.89K – – –
OWA
248
Opal Wealth Advisors
New York
$4.73K +$4.73K +29 New
AGWCA
249
Annis Gardner Whiting Capital Advisors
Florida
$4.4K – – –
UB
250
UMB Bank
Missouri
$4.08K +$2.28K +14 +127%
8 9
10
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