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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 %
CTC
276
Central Trust Company
Missouri
$4.58K – – –
AGWCA
277
Annis Gardner Whiting Capital Advisors
Florida
$4.13K – – –
FPF
278
First Pacific Financial
Washington
$3.82K +$3.82K +25 New
GWM
279
Geneos Wealth Management
Colorado
$3.67K – – –
WWM
280
Wolff Wiese Magana
California
$3.06K – – –
JWA
281
JFS Wealth Advisors
Pennsylvania
$3.06K +$153 +1 +5%
BCMLT
282
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.06K – – –
Jones Financial Companies
283
Jones Financial Companies
Missouri
$2.6K – – –
RIL
284
Rothschild Investment LLC
Illinois
$2.44K -$3.36K -22 -58%
PA
285
Parallel Advisors
California
$2.29K -$306 -2 -12%
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$2.29K -$153 -1 -6%
PWMG
287
Private Wealth Management Group
New Jersey
$1.83K – – –
SPIA
288
Steward Partners Investment Advisory
New York
$1.68K +$1.68K +11 New
LFG
289
Larson Financial Group
Missouri
$1.53K +$1.53K +10 New
FG
290
Fairman Group
Pennsylvania
$1.38K -$1.38K -9 -50%
PS
291
Principal Securities
Iowa
$1.07K – – –
HWM
292
Hemington Wealth Management
Virginia
$1K +$154 +2 +18%
SO
293
Sierra Ocean
California
$917 +$917 +6 New
SIC
294
SJS Investment Consulting
Ohio
$764 -$153 -1 -17%
RCM
295
Raleigh Capital Management
North Carolina
$611 +$611 +4 New
HWA
296
HHM Wealth Advisors
Tennessee
$459 +$459 +3 New
ACM
297
Aster Capital Management
United Arab Emirates
$458 +$458 +3 New
GRP
298
Global Retirement Partners
California
$306 -$1.22K -8 -80%
IA
299
IFP Advisors
Florida
$306 – – –
GFPC
300
Global Financial Private Client
Florida
$306 +$306 +2 New
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12
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