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Novanta

314 hedge funds and large institutions have $3.5B invested in Novanta in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 125 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

23% less capital invested

Capital invested by funds: $4.56B → $3.5B (-$1.05B)

79% less call options, than puts

Call options by funds: $391K | Put options by funds: $1.88M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$391K
Puts
$1.88M
Net Calls
Net Calls Change

Top Buyers

1 +$59.2M
2 +$35.9M
3 +$32M
4
BAMCO Inc
BAMCO Inc
New York
+$31.6M
5
ACM
American Capital Management
New York
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
326
Centiva Capital
New York
SFA
327
Sequoia Financial Advisors
Ohio
Mariner
328
Mariner
Kansas
WF
329
WoodTrust Financial
Wisconsin
VI
330
Vestcor Inc
New Brunswick, Canada
IAA
331
Independent Advisor Alliance
North Carolina
MWP
332
Madison Wealth Partners
Wisconsin
MIM
333
Marco Investment Management
Georgia
OSAM
334
O'Shaughnessy Asset Management
Connecticut
P
335
&Partners
Tennessee
SC
336
Syon Capital
California
MNBTD
337
Moody National Bank Trust Division
Texas
I
338
InceptionR
California
BAM
339
Blueshift Asset Management
New Jersey
HighTower Advisors
340
HighTower Advisors
Illinois
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
HR
342
Hardy Reed
Mississippi
IFWM
343
Institute for Wealth Management
Colorado
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
BIG
345
Brooklyn Investment Group
New York
MAFA
346
MJT & Associates Financial Advisory
Minnesota
AGWCA
347
Annis Gardner Whiting Capital Advisors
Florida
GWM
348
Geneos Wealth Management
Colorado
BCMLT
349
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
350
Twin Peaks Wealth Advisors
California