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Novanta
NOVT

Overview Fund Activity

281 hedge funds and large institutions have $6.08B invested in Novanta in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
104
Closed
12
Calls
$4.79M
Puts
$6.66M
Net Calls
-$1.87M
Net Calls Change
-$1.47M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$17.5M
2
Invesco
2
Invesco
Georgia
$118M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$351M
4
TAM
4
Telemark Asset Management
Massachusetts
$17.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$675M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$126M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$127M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.28M
5
CS
5
Credit Suisse
Switzerland
$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$5.77K – – –
CTC
252
Central Trust Company
Missouri
$5.24K – – –
AGWCA
253
Annis Gardner Whiting Capital Advisors
Florida
$4.72K – – –
LF
254
LifeSteps Financial
California
$4.37K +$4.37K +25 New
WWM
255
Wolff Wiese Magana
California
$3.5K – – –
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.5K +$3.5K +20 New
FG
257
Fairman Group
Pennsylvania
$3.15K – – –
JWA
258
JFS Wealth Advisors
Pennsylvania
$3.15K – – –
LFA
259
LGT Financial Advisors
Texas
$2.97K – – –
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$2.8K – – –
PWMG
261
Private Wealth Management Group
New Jersey
$2.1K – – –
QL
262
Quarry LP
New York
$2.1K +$2.1K +12 New
BFEC
263
Benjamin F. Edwards & Company
Missouri
$2K +$2K +9 New
VWM
264
Venturi Wealth Management
Texas
$1.92K – – –
UB
265
UMB Bank
Missouri
$1.92K +$1.92K +11 New
AAP
266
Arax Advisory Partners
Colorado
$1.74K – – –
ACM
267
Anfield Capital Management
California
$1.57K +$1.57K +9 New
JFA
268
JNBA Financial Advisors
Minnesota
$1.4K – – –
AF
269
Advisornet Financial
Minnesota
$1.22K +$1.05K +6 +600%
AWM
270
Avior Wealth Management
Nebraska
$1.22K +$1.22K +7 New
SIC
271
SJS Investment Consulting
Ohio
$1.05K +$175 +1 +20%
AW
272
Avion Wealth
Texas
$1K – – –
PS
273
Principal Securities
Iowa
$874 – – –
IA
274
IFP Advisors
Florida
$699 +$699 +4 New
GRP
275
Global Retirement Partners
California
$524 – – –
8 9 10
11
12