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Novanta
NOVT

Overview Fund Activity

255 hedge funds and large institutions have $5.98B invested in Novanta in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
90
Reduced
93
Closed
37
Calls
$2.73M
Puts
$3.13M
Net Calls
-$404K
Net Calls Change
-$763K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$325M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$104M
3
Morgan Stanley
Morgan Stanley
New York
$97.1M
4
BlackRock
BlackRock
New York
$748M
5
ClearBridge Investments
ClearBridge Investments
New York
$52.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$15.9M
2
FAM
Fred Alger Management
New York
$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$160M
4
Capital International Investors
Capital International Investors
California
$127M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$462 +$154 +1 +50%
FFA
252
Farther Finance Advisors
California
$337 +$337 +2 New
AF
253
Advisornet Financial
Minnesota
$168 -$672 -4 -80%
TWP
254
TFO Wealth Partners
Ohio
$168 – – –
GWS
255
Glassman Wealth Services
Virginia
$168 +$168 +1 New
Lord, Abbett & Co
256
Lord, Abbett & Co
New Jersey
– -$15.2M -106,018 Closed
ZCM
257
Ziegler Capital Management
Illinois
– -$8.66M -60,379 Closed
MCM
258
Marsico Capital Management
Colorado
– -$6.09M -42,470 Closed
SCM
259
Sandler Capital Management
New York
– -$5.8M -40,452 Closed
EP
260
Edgestream Partners
New Jersey
– -$3.83M -26,713 Closed
WCM Investment Management
261
WCM Investment Management
California
– -$3.03M -21,094 Closed
ACM
262
Aubrey Capital Management
United Kingdom
– -$2.55M -20,000 Closed
AWA
263
Aaron Wealth Advisors
Illinois
– -$1.44M -10,065 Closed
TC
264
TwinBeech Capital
New York
– -$1.38M -9,626 Closed
YIH
265
Y-Intercept (HK)
Hong Kong
– -$711K -4,959 Closed
GCM
266
Graham Capital Management
Connecticut
– -$702K -4,894 Closed
CCIA
267
Campbell & Co Investment Adviser
Maryland
– -$518K -3,614 Closed
Capstone Investment Advisors
268
Capstone Investment Advisors
New York
– -$435K -3,036 Closed
XT
269
XTX Topco
Cayman Islands
– -$350K -2,440 Closed
FC
270
FORA Capital
Florida
– -$346K -2,411 Closed
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
– -$340K -2,368 Closed
SAM
272
Silvercrest Asset Management
New York
– -$315K -2,194 Closed
PCM
273
Prelude Capital Management
New York
– -$312K -2,176 Closed
OR
274
Olympiad Research
Connecticut
– -$305K -2,127 Closed
I
275
InceptionR
California
– -$247K -1,721 Closed
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