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Novanta
NOVT

Overview Fund Activity

321 hedge funds and large institutions have $4.56B invested in Novanta in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 135 increasing their positions, 101 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
135
Reduced
101
Closed
43
Calls
$247K
Puts
$2.59M
Net Calls
-$2.34M
Net Calls Change
-$2.34M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$92.1M
2
Brown Advisory
Brown Advisory
Maryland
$28.4M
3
CCA
Conestoga Capital Advisors
Pennsylvania
$204M
4
BAMCO Inc
BAMCO Inc
New York
$40.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$25M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$9.1M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$56.9M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
Millennium Management
Millennium Management
New York
$8.66M
5
William Blair & Company
William Blair & Company
Illinois
$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$5.8K -$256 – –
PWMG
277
Private Wealth Management Group
New Jersey
$5.54K -$5.54K -43 -50%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$5.54K -$2.06K -16 -27%
RIL
279
Rothschild Investment LLC
Illinois
$5.16K -$2.06K -16 -29%
AF
280
Allworth Financial
California
$4.51K +$2.97K +23 +192%
HWM
281
Hemington Wealth Management
Virginia
$4K +$1K +8 +33%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$4K +$516 +4 +15%
BFS
283
Bare Financial Services
Pennsylvania
$4K +$2.58K +20 +182%
CTC
284
Central Trust Company
Missouri
$3.87K – – –
SPIA
285
Steward Partners Investment Advisory
New York
$3.87K +$2.45K +19 +173%
MAFA
286
MJT & Associates Financial Advisory
Minnesota
$3.61K – – –
AGWCA
287
Annis Gardner Whiting Capital Advisors
Florida
$3.48K – – –
AAP
288
Arax Advisory Partners
Colorado
$3.35K -$7.22K -56 -68%
GWM
289
Geneos Wealth Management
Colorado
$3.09K – – –
FFA
290
Farther Finance Advisors
California
$3.09K +$2.97K +23 +2,300%
SAM
291
Smartleaf Asset Management
Massachusetts
$2.99K -$2.86K -22 -49%
WA
292
WPG Advisers
Maryland
$2.97K -$2.32K -18 -44%
WWM
293
Wolff Wiese Magana
California
$2.58K – – –
BCMLT
294
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.58K – – –
PS
295
Principal Securities
Iowa
$2.45K +$1.55K +12 +171%
TPWA
296
Twin Peaks Wealth Advisors
California
$2.42K +$2.42K +20 New
S
297
Sachetta
Massachusetts
$2.32K +$2.32K +18 New
PFBT
298
Parkside Financial Bank & Trust
Missouri
$1.93K – – –
HNW
299
High Note Wealth
Minnesota
$1.93K +$1.93K +15 New
BIA
300
Bell Investment Advisors
California
$1.68K -$2.58K -20 -61%
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