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Novanta

328 hedge funds and large institutions have $4.78B invested in Novanta in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 91 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $4.61B → $4.78B (+$167M)

0% more funds holding

Funds holding: 327328 (+1)

76% less call options, than puts

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

Holders
328
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.9M
Puts
$54.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$3.54K
WA
302
WPG Advisers
Maryland
$3.42K
RCM
303
Richardson Capital Management
Wisconsin
$3.19K
AFC
304
Ares Financial Consulting
California
$2.96K
TWD
305
True Wealth Design
Ohio
$2.83K
S
306
Sachetta
Massachusetts
$2.13K
PWMG
307
Prestige Wealth Management Group
New Jersey
$2.01K
FFO
308
Fortitude Family Office
Arizona
$2.01K
LSA
309
Leonteq Securities AG
Switzerland
$1.89K
RCM
310
Raleigh Capital Management
North Carolina
$1.89K
HNW
311
High Note Wealth
Minnesota
$1.77K
JWA
312
JFS Wealth Advisors
Pennsylvania
$1.42K
PWMG
313
Private Wealth Management Group
New Jersey
$1.3K
CA
314
Clearstead Advisors
Ohio
$1.18K
KFAS
315
Keating Financial Advisory Services
Kansas
$1.18K
TPWA
316
Twin Peaks Wealth Advisors
California
$1.18K
TFA
317
Transamerica Financial Advisors
Florida
$590
MAM
318
Marquette Asset Management
Minnesota
$473
RWM
319
Rialto Wealth Management
New York
$355
SEP
320
Signature Equity Partners
Ohio
$354
BHWM
321
Bay Harbor Wealth Management
Maryland
$354
VWM
322
Vermillion Wealth Management
Minnesota
$354
HIA
323
HFM Investment Advisors
New Jersey
$236
TPCW
324
TD Private Client Wealth
New York
$118
HI
325
Harbour Investments
Wisconsin
$118