NOVT icon

Novanta
NOVT

Overview Fund Activity

281 hedge funds and large institutions have $6.08B invested in Novanta in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
104
Closed
12
Calls
$4.79M
Puts
$6.66M
Net Calls
-$1.87M
Net Calls Change
-$1.47M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$17.5M
2
Invesco
Invesco
Georgia
$118M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$351M
4
TAM
Telemark Asset Management
Massachusetts
$17.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$675M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$44.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
$126M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$127M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.28M
5
CS
Credit Suisse
Switzerland
$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
126
Legato Capital Management
California
$1.38M – – –
Victory Capital Management
127
Victory Capital Management
Texas
$1.3M -$18.5K -106 -1%
NMERB
128
New Mexico Educational Retirement Board
New Mexico
$1.28M – – –
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$1.25M -$126K -721 -9%
Creative Planning
130
Creative Planning
Kansas
$1.22M +$595K +3,404 +95%
CC
131
Clearline Capital
New York
$1.17M +$1.17M +6,719 New
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$1.16M – – –
M
133
Mirova
France
$1.05M +$1.05M +5,997 New
New York State Teachers Retirement System (NYSTRS)
134
New York State Teachers Retirement System (NYSTRS)
New York
$1.03M +$17.5K +100 +2%
YC
135
Yarbrough Capital
Tennessee
$980K – – –
TPW
136
Transatlantique Private Wealth
New York
$978K – – –
Pacer Advisors
137
Pacer Advisors
Pennsylvania
$965K -$543K -3,107 -36%
Baillie Gifford & Co
138
Baillie Gifford & Co
United Kingdom
$952K -$405K -2,320 -30%
X
139
Xponance
Pennsylvania
$900K -$21.5K -123 -2%
CAI
140
Capital Advisors Inc
Oklahoma
$874K – – –
CGH
141
Crossmark Global Holdings
Texas
$868K +$19.2K +110 +2%
US Bancorp
142
US Bancorp
Minnesota
$843K -$206K -1,176 -20%
Prudential Financial
143
Prudential Financial
New Jersey
$831K +$145K +827 +21%
YMRC
144
Yorktown Management & Research Company
Virginia
$821K -$315K -1,800 -28%
VPIM
145
Vanguard Personalized Indexing Management
California
$820K +$185K +1,058 +29%
LI
146
LMCG Investments
Massachusetts
$815K -$349K -1,998 -30%
Citadel Advisors
147
Citadel Advisors
Florida
$814K +$814K +4,657 New
I
148
InceptionR
California
$807K +$807K +4,615 New
CB
149
Commerce Bank
Missouri
$802K -$28K -160 -3%
DT
150
Diversified Trust
Tennessee
$784K +$153K +875 +24%
4 5
6
7 8