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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
FNWA
301
Financial Network Wealth Advisors
Utah
$3.66K +$1.57K +12 +63%
CFO
302
CVA Family Office
Colorado
$3.54K +$3.94K +30 New
WA
303
WPG Advisers
Maryland
$3.42K +$262 +2 +7%
RCM
304
Richardson Capital Management
Wisconsin
$3.19K +$3.54K +27 New
AFC
305
Ares Financial Consulting
California
$2.96K
TWD
306
True Wealth Design
Ohio
$2.83K +$3.15K +24 New
S
307
Sachetta
Massachusetts
$2.13K
PWMG
308
Prestige Wealth Management Group
New Jersey
$2.01K
FFO
309
Fortitude Family Office
Arizona
$2.01K +$1.71K +13 +325%
LSA
310
Leonteq Securities AG
Switzerland
$1.89K -$13.4K -102 -86%
RCM
311
Raleigh Capital Management
North Carolina
$1.89K +$2.1K +16 New
HNW
312
High Note Wealth
Minnesota
$1.77K
JWA
313
JFS Wealth Advisors
Pennsylvania
$1.42K +$656 +5 +71%
PWMG
314
Private Wealth Management Group
New Jersey
$1.3K
CA
315
Clearstead Advisors
Ohio
$1.18K -$13.1K -100 -91%
KFAS
316
Keating Financial Advisory Services
Kansas
$1.18K
TPWA
317
Twin Peaks Wealth Advisors
California
$1.18K +$1.31K +10 New
TFA
318
Transamerica Financial Advisors
Florida
$590 +$394 +3 +150%
MAM
319
Marquette Asset Management
Minnesota
$473 +$525 +4 New
RWM
320
Rialto Wealth Management
New York
$355 +$131 +1 +50%
SEP
321
Signature Equity Partners
Ohio
$354
BHWM
322
Bay Harbor Wealth Management
Maryland
$354 +$262 +2 +200%
VWM
323
Vermillion Wealth Management
Minnesota
$354 +$394 +3 New
HIA
324
HFM Investment Advisors
New Jersey
$236 +$131 +1 +100%
TPCW
325
TD Private Client Wealth
New York
$118