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Novanta

257 hedge funds and large institutions have $5.98B invested in Novanta in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $4.95B → $5.98B (+$1.03B)

2.82% more ownership

Funds ownership: 96.39%99.21% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 263257 (-6)

13% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $3.13M

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
91
Reduced
94
Closed
37
Calls
$2.73M
Puts
$3.13M
Net Calls
-$404K
Net Calls Change
-$763K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$70.9M +$1.22M +8,341 +2%
William Blair & Company
27
William Blair & Company
Illinois
$65.5M +$11.7M +79,926 +26%
GKIM
28
GW&K Investment Management
Massachusetts
$65.4M -$3.29M -22,571 -5%
Norges Bank
29
Norges Bank
Norway
$62.2M +$898K +6,159 +2%
Goldman Sachs
30
Goldman Sachs
New York
$58.3M -$3.04M -20,838 -6%
CS
31
Credit Suisse
Switzerland
$56.8M +$314K +2,153 +0.6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$56.5M -$380K -2,607 -0.8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$54.7M +$2.02M +13,828 +4%
ClearBridge Investments
34
ClearBridge Investments
New York
$52.2M +$19.4M +133,138 +75%
Ameriprise
35
Ameriprise
Minnesota
$50.4M -$1.48M -10,161 -3%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$48.1M -$1.31M -8,982 -3%
SEI Investments
37
SEI Investments
Pennsylvania
$40.8M -$4.38M -30,021 -11%
N
38
Nuveen
North Carolina
$33.6M +$4.04M +27,707 +16%
FAM
39
Fred Alger Management
New York
$32.5M -$30.8M -210,988 -52%
ACB
40
Aristotle Capital Boston
Massachusetts
$29.2M +$361K +2,475 +1%
Legal & General Group
41
Legal & General Group
United Kingdom
$29.1M +$1.81M +12,444 +8%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$28.7M -$121K -833 -0.5%
Pictet Asset Management
43
Pictet Asset Management
Switzerland
$27.7M +$501K +3,435 +2%
ETC
44
Exchange Traded Concepts
Oklahoma
$24.8M +$1.16M +7,964 +6%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$24.3M -$5.78M -39,654 -22%
DDC
46
DF Dent & Co
Maryland
$23.9M +$252K +1,732 +1%
Principal Financial Group
47
Principal Financial Group
Iowa
$23.4M +$282K +1,937 +1%
EAM
48
Eventide Asset Management
Massachusetts
$21.2M -$1.17K -8 -0%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$20.4M -$1.58M -10,847 -8%
Bank of America
50
Bank of America
North Carolina
$19.5M -$2.54M -17,394 -13%

NOVT Hedge Fund Activity: Q4 2023 in Review

257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q4 2023, worth a combined $5.98B — up 21% from $4.95B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of NOVT and 34 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 91 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $124M. The largest seller was Federated Hermes, cutting an estimated $33.5M.

  • 257 institutional investors held Novanta (NOVT) as of Q4 2023, down from 263 in Q3 2023.
  • Funds reported $5.98B of Novanta stock for Q4 2023, up 21% quarter-over-quarter.
  • 34 funds opened new Novanta positions in Q4 2023 and 37 closed out, a net change of -3 holders.
  • The largest Novanta buyer in Q4 2023 was T. Rowe Price Associates, an estimated $124M added.
  • The largest Novanta seller in Q4 2023 was Federated Hermes, an estimated $33.5M sold.

Based on aggregated 13F filings for Q4 2023.