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Novanta
NOVT

Overview Fund Activity

198 hedge funds and large institutions have $4.3B invested in Novanta in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
65
Reduced
80
Closed
30
Calls
$1.98M
Puts
$2.78M
Net Calls
-$805K
Net Calls Change
+$425K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Capital International Investors
2
Capital International Investors
California
$65.1M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$264M
4
Axa
4
Axa
France
$71.8M
5
CCA
5
Conestoga Capital Advisors
Pennsylvania
$146M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$634K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$325M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$330K +$5.14K +39 +2%
DF
152
Donoghue Forlines
Massachusetts
$325K -$18.2K -138 -5%
Bessemer Group
153
Bessemer Group
New Jersey
$323K – – –
OWM
154
OneAscent Wealth Management
Alabama
$313K +$9.64K +73 +3%
Canada Life
155
Canada Life
Manitoba, Canada
$309K – – –
FC
156
Forte Capital
New York
$301K -$10.6K -80 -3%
CFG
157
Cooper Financial Group
California
$294K -$7.13K -54 -2%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$292K -$125K -947 -30%
KIM
159
Karpus Investment Management
New York
$275K +$275K +2,083 New
QSS
160
Quantitative Systematic Strategies
Florida
$267K +$267K +2,023 New
IFWM
161
Institute for Wealth Management
Colorado
$264K – – –
EGM
162
Engineers Gate Manager
New York
$247K -$1.32K -10 -0.5%
YIH
163
Y-Intercept (HK)
Hong Kong
$247K +$247K +1,913 New
PAM
164
Panagora Asset Management
Massachusetts
$245K – – –
MAP
165
Milestone Advisory Partners
North Carolina
$239K +$239K +1,809 New
Millennium Management
166
Millennium Management
New York
$238K +$238K +1,806 New
Jane Street
167
Jane Street
New York
$207K -$95.4K -723 -32%
PI
168
PEAK6 Investments
Illinois
$197K +$197K +1,497 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$182K +$8.2K +62 +5%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$155K -$621K -4,549 -80%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$144K -$5.02K -38 -3%
Macquarie Group
172
Macquarie Group
Australia
$138K -$42.4K -322 -24%
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$135K +$135K +1,026 New
HFM
174
Harvest Fund Management
China
$126K – – –
AssetMark Inc
175
AssetMark Inc
California
$63K +$6.58K +50 +12%
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