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Novanta
NOVT

Overview Fund Activity

301 hedge funds and large institutions have $5.43B invested in Novanta in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+17
Holders Change %
+5.99%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
95
Reduced
115
Closed
29
Calls
$1.97M
Puts
$5.9M
Net Calls
-$3.93M
Net Calls Change
+$3.52M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$104M
2
WCM Investment Management
2
WCM Investment Management
California
$15.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$41.4M
4
Millennium Management
4
Millennium Management
New York
$13.5M
5
BlackRock
5
BlackRock
New York
$700M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.87M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$291M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$25.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M
5
Franklin Resources
5
Franklin Resources
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$21.5K – – –
MG
252
Mather Group
Illinois
$21.2K +$14.5K +95 +216%
EWA
253
EverSource Wealth Advisors
Alabama
$20.6K +$13K +85 +170%
Ohio Public Employees Retirement System (OPERS)
254
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.3K +$153 +1 +0.8%
UB
255
UMB Bank
Missouri
$17.6K +$458 +3 +3%
CA
256
Clearstead Advisors
Ohio
$17.1K – – –
OC
257
Oarsman Capital
Wisconsin
$16.2K +$917 +6 +6%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$14K -$2.53K -17 -15%
Walleye Trading
259
Walleye Trading
New York
$13.9K +$13.9K +91 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$12.2K -$1.83K -12 -13%
QCG
261
Quadrant Capital Group
Ohio
$11.9K -$611 -4 -5%
LC
262
Lindbrook Capital
California
$11.5K +$917 +6 +9%
CI Investments Inc
263
CI Investments Inc
Ontario, Canada
$10K -$154 -1 -2%
KFI
264
Key Financial Inc
Pennsylvania
$9.63K – – –
BIA
265
Bell Investment Advisors
California
$8.71K -$917 -6 -10%
AF
266
Allworth Financial
California
$8.31K +$453 +3 +6%
PPC
267
Park Place Capital
Alabama
$8.25K – – –
AAP
268
Arax Advisory Partners
Colorado
$8.1K – – –
Simplex Trading
269
Simplex Trading
Illinois
$8K +$8K +56 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$7.33K -$61K -399 -89%
SAM
271
Smartleaf Asset Management
Massachusetts
$7.16K -$3.5K -23 -33%
C
272
Covestor
United Kingdom
$7K +$149 +1 +2%
QL
273
Quarry LP
New York
$6.88K +$6.88K +45 New
SCM
274
Sterling Capital Management
North Carolina
$5.65K +$153 +1 +3%
WA
275
WPG Advisers
Maryland
$5.35K +$5.35K +35 New
9 10
11
12 13