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Novanta

329 hedge funds and large institutions have $4.78B invested in Novanta in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 91

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.37% more ownership

Funds ownership: 109.13%113.5% (+4.4%)

4% more capital invested

Capital invested by funds: $4.61B → $4.78B (+$168M)

1% more funds holding

Funds holding: 327329 (+2)

76% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $54.6M

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
47
Increased
154
Reduced
91
Closed
37
Calls
$12.9M
Puts
$54.6M
Net Calls
-$41.6M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
226
Vestmark Advisory Solutions
Massachusetts
$267K +$61.4K +468 +26%
HT
227
Headlands Technologies
Illinois
$266K -$212K -1,614 -42%
Focus Partners Wealth
228
Focus Partners Wealth
Massachusetts
$261K -$88.3K -673 -23%
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$258K +$16.4K +125 +6%
Ensign Peak Advisors
230
Ensign Peak Advisors
Utah
$254K
CC
231
Chicago Capital
Illinois
$252K
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$245K +$42.1K +321 +18%
QC
233
Quent Capital
New York
$240K +$525 +4 +0.2%
VAG
234
VisionPoint Advisory Group
Texas
$238K +$264K +2,015 New
CBU
235
CIBC Bancorp USA
Illinois
$238K +$264K +2,013 New
SO
236
STRS Ohio
Ohio
$236K
CC
237
Centiva Capital
New York
$236K +$262K +1,998 New
HWM
238
HB Wealth Management
Georgia
$235K +$21.5K +164 +9%
MWP
239
Madison Wealth Partners
Wisconsin
$234K
OIA
240
OneDigital Investment Advisors
Kansas
$233K +$259K +1,976 New
MIM
241
Marco Investment Management
Georgia
$233K
BIG
242
Brooklyn Investment Group
New York
$229K -$123K -938 -33%
MNBTD
243
Moody National Bank Trust Division
Texas
$226K -$29.3K -223 -10%
EC
244
Elequin Capital
New York
$224K +$199K +1,513 +396%
Envestnet Portfolio Solutions
245
Envestnet Portfolio Solutions
Illinois
$218K -$134K -1,021 -36%
SFS
246
Sowell Financial Services
Arkansas
$215K +$239K +1,822 New
Federated Hermes
247
Federated Hermes
Pennsylvania
$210K -$144K -1,101 -38%
HNB
248
Hilltop National Bank
Wyoming
$209K +$98.9K +754 +74%
AHL
249
Abel Hall LLC
Louisiana
$209K +$232K +1,767 New
ATC
250
Argent Trust Co
Tennessee
$208K +$231K +1,758 New