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Novanta
NOVT

Overview Fund Activity

256 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, 87 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+8
Holders Change %
+3.23%
% of All Funds
4.04%
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
87
Reduced
97
Closed
17
Calls
$2.32M
Puts
$1.2M
Net Calls
+$1.12M
Net Calls Change
+$280K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$689M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.5M
3
FAM
3
Fred Alger Management
New York
$108M
4
SCM
4
Sandler Capital Management
New York
$20.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$136M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$96.5M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$233M
3
WA
3
Wasatch Advisors
Utah
$168M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$181M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$1.11K – – –
Toronto Dominion Bank
252
Toronto Dominion Bank
Ontario, Canada
$1K +$600 +3 +150%
AF
253
Advisornet Financial
Minnesota
$921 -$368 -2 -29%
DI
254
Disciplined Investments
Oklahoma
$921 -$184 -1 -17%
TWP
255
TFO Wealth Partners
Ohio
$184 – – –
CFGS
256
Concourse Financial Group Securities
Alabama
$184 – – –
WEG
257
World Equity Group
Illinois
– -$592K -45,578 Closed
PCM
258
Penserra Capital Management
California
– -$1.93M -12,112 Closed
KLC
259
Knowledge Leaders Capital
Colorado
– -$580K -3,644 Closed
CAM
260
Congress Asset Management
Massachusetts
– -$448K -2,815 Closed
HF
261
HRT Financial
New York
– -$406K -2,557 Closed
CWM
262
Congress Wealth Management
Massachusetts
– -$396K -2,492 Closed
Walleye Capital
263
Walleye Capital
New York
– -$228K -1,432 Closed
CRC
264
Catawba River Capital
South Carolina
– -$203K -1,276 Closed
IUHSA
265
Itau Unibanco Holding S.A.
Brazil
– -$68.7K -432 Closed
EI
266
Ellevest Inc
New York
– -$56.5K -355 Closed
ASN
267
Advisory Services Network
Georgia
– -$24.8K -156 Closed
CFB
268
Cullen/Frost Bankers
Texas
– -$15.9K -100 Closed
OCM
269
Orion Capital Management
California
– -$15.9K -100 Closed
BAM
270
Belpointe Asset Management
Nevada
– -$6.36K -40 Closed
TWA
271
TCI Wealth Advisors
Arizona
– -$6.21K -39 Closed
SFG
272
Steward Financial Group
Texas
– -$2K -18 Closed
SC
273
Schubert & Co
Texas
– -$2.23K -14 Closed
7 8 9 10
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