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Novanta

329 hedge funds and large institutions have $4.78B invested in Novanta in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 91

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.37% more ownership

Funds ownership: 109.13%113.5% (+4.4%)

4% more capital invested

Capital invested by funds: $4.61B → $4.78B (+$168M)

1% more funds holding

Funds holding: 327329 (+2)

76% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $54.6M

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
47
Increased
154
Reduced
91
Closed
37
Calls
$12.9M
Puts
$54.6M
Net Calls
-$41.6M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
276
Versant Capital Management
Arizona
$25.9K +$6.69K +51 +30%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$25.5K +$23.7K +181 +517%
SWP
278
Strategic Wealth Partners
Ohio
$23.4K
MCM
279
MAI Capital Management
Ohio
$23.4K +$18.5K +141 +247%
SAM
280
Smartleaf Asset Management
Massachusetts
$23K +$6.43K +49 +32%
RIL
281
Rothschild Investment LLC
Illinois
$22K +$1.31K +10 +6%
Los Angeles Capital Management
282
Los Angeles Capital Management
California
$21.1K
ASN
283
Advisory Services Network
Georgia
$19.5K +$21.6K +165 New
SC
284
Swan Capital
Florida
$18.4K
S
285
SignatureFD
Georgia
$16.1K -$6.17K -47 -26%
SIC
286
SJS Investment Consulting
Ohio
$15.2K +$262 +2 +2%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$13.8K -$1.71K -13 -10%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$12.8K
PA
289
Parallel Advisors
California
$10.4K -$4.59K -35 -28%
RFP
290
Root Financial Partners
California
$10K +$2.1K +16 +23%
CA
291
Crewe Advisors
Utah
$8.39K +$7.61K +58 +446%
AAP
292
Arax Advisory Partners
Colorado
$7.45K +$2.62K +20 +56%
CMA
293
Cedar Mountain Advisors
Oregon
$7.32K +$8.13K +62 New
EP
294
Essential Partners
California
$6.85K +$262 +2 +4%
CTC
295
Central Trust Company
Missouri
$6.38K +$1.84K +14 +35%
C
296
Covestor
United Kingdom
$6K -$5.12K -39 -44%
IA
297
IFP Advisors
Florida
$4.61K +$656 +5 +15%
JFA
298
JNBA Financial Advisors
Minnesota
$4.13K +$4.59K +35 New
BIA
299
Bell Investment Advisors
California
$4.02K -$4.72K -36 -51%
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$3.66K