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Novanta

258 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, 88 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $2.32M | Put options by funds: $1.2M

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $5.64B → $6.45B (+$812M)

3% more funds holding

Funds holding: 250258 (+8)

9% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 97

1.41% less ownership

Funds ownership: 99.27%97.86% (-1.4%)

Holders
258
Holders Change
+8
Holders Change %
+3.2%
% of All Funds
4.05%
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
88
Reduced
97
Closed
17
Calls
$2.32M
Puts
$1.2M
Net Calls
+$1.12M
Net Calls Change
+$280K
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
251
JNBA Financial Advisors
Minnesota
$1.47K
SIC
252
SJS Investment Consulting
Ohio
$1.29K -$164 -1 -13%
GRP
253
Global Retirement Partners
California
$1.1K
Toronto Dominion Bank
254
Toronto Dominion Bank
Ontario, Canada
$1K +$491 +3 +150%
AF
255
Advisornet Financial
Minnesota
$921 -$327 -2 -29%
DI
256
Disciplined Investments
Oklahoma
$921 -$164 -1 -17%
CFGS
257
Concourse Financial Group Securities
Alabama
$184
TWP
258
TFO Wealth Partners
Ohio
$184
WEG
259
World Equity Group
Illinois
-$592K -45,578 Closed
PCM
260
Penserra Capital Management
California
-$1.93M -12,112 Closed
KLC
261
Knowledge Leaders Capital
Colorado
-$580K -3,644 Closed
CAM
262
Congress Asset Management
Massachusetts
-$448K -2,815 Closed
HF
263
HRT Financial
New York
-$406K -2,557 Closed
CWM
264
Congress Wealth Management
Massachusetts
-$396K -2,492 Closed
Walleye Capital
265
Walleye Capital
New York
-$228K -1,432 Closed
CRC
266
Catawba River Capital
South Carolina
-$203K -1,276 Closed
IUHSA
267
Itau Unibanco Holding S.A.
Brazil
-$68.7K -432 Closed
EI
268
Ellevest Inc
New York
-$56.5K -355 Closed
ASN
269
Advisory Services Network
Georgia
-$24.8K -156 Closed
CFB
270
Cullen/Frost Bankers
Texas
-$15.9K -100 Closed
OCM
271
Orion Capital Management
California
-$15.9K -100 Closed
BAM
272
Belpointe Asset Management
Nevada
-$6.36K -40 Closed
TWA
273
TCI Wealth Advisors
Arizona
-$6.21K -39 Closed
SFG
274
Steward Financial Group
Texas
-$2K -18 Closed
SC
275
Schubert & Co
Texas
-$2.23K -14 Closed

NOVT Hedge Fund Activity: Q2 2023 in Review

258 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q2 2023, worth a combined $6.45B — up 14% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NOVT positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 97 trimmed.

The largest buyer was Vanguard Group, adding an estimated $39.7M. The largest seller was Champlain Investment Partners, cutting an estimated $25.9M.

  • 258 institutional investors held Novanta (NOVT) as of Q2 2023, up from 250 in Q1 2023.
  • Funds reported $6.45B of Novanta stock for Q2 2023, up 14% quarter-over-quarter.
  • 26 funds opened new Novanta positions in Q2 2023 and 17 closed out, a net change of +9 holders.
  • The largest Novanta buyer in Q2 2023 was Vanguard Group, an estimated $39.7M added.
  • The largest Novanta seller in Q2 2023 was Champlain Investment Partners, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2023.