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Novanta

222 hedge funds and large institutions have $4.17B invested in Novanta in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $728K | Put options by funds: $707K

0.27% more ownership

Funds ownership: 95.93%96.2% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 231222 (-9)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

13% less capital invested

Capital invested by funds: $4.79B → $4.17B (-$623M)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
222
Holders Change
-9
Holders Change %
-3.9%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
74
Reduced
85
Closed
27
Calls
$728K
Puts
$707K
Net Calls
+$21K
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
151
Baird Financial Group
Wisconsin
$368K -$6.92K -55 -2%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$366K -$168K -1,336 -31%
VFA
153
Values First Advisors
Tennessee
$361K +$70.8K +563 +23%
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$356K +$369K +2,935 New
Prudential Financial
155
Prudential Financial
New Jersey
$349K -$11.3K -90 -3%
Massachusetts Financial Services
156
Massachusetts Financial Services
Massachusetts
$339K +$3.65K +29 +1%
AIP
157
Ameritas Investment Partners
Nebraska
$323K -$11.9K -95 -3%
SWM
158
Spire Wealth Management
Virginia
$321K -$329K -2,618 -50%
JMPWA
159
JP Morgan Private Wealth Advisors
California
$313K -$1.38K -11 -0.4%
Brown Advisory
160
Brown Advisory
Maryland
$309K
PI
161
PEAK6 Investments
Illinois
$288K +$285K +2,268 New
RJT
162
Raymond James Trust
Florida
$285K +$56.3K +448 +24%
Mackenzie Financial
163
Mackenzie Financial
Ontario, Canada
$284K +$55.5K +441 +23%
Russell Investments Group
164
Russell Investments Group
United Kingdom
$276K
LA
165
Lindenwold Advisors
Pennsylvania
$271K +$1.89K +15 +0.7%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$258K +$1.26K +10 +0.5%
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$256K -$11.3K -90 -4%
IFWM
168
Institute for Wealth Management
Colorado
$242K
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$239K
FC
170
Forte Capital
New York
$233K -$30.8K -245 -11%
X
171
Xponance
Pennsylvania
$233K +$30.6K +243 +14%
MM
172
MQS Management
New York
$227K +$236K +1,875 New
TC
173
TownSquare Capital
Utah
$224K +$233K +1,850 New
Canada Life
174
Canada Life
Manitoba, Canada
$218K
Barclays
175
Barclays
United Kingdom
$216K -$519K -4,128 -70%

NOVT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q2 2022, worth a combined $4.17B — down 13% from $4.79B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NOVT and 22 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 74 added.

The largest buyer was Champlain Investment Partners, adding an estimated $43.6M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $53M sold.

  • 222 institutional investors held Novanta (NOVT) as of Q2 2022, down from 231 in Q1 2022.
  • Funds reported $4.17B of Novanta stock for Q2 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Novanta positions in Q2 2022 and 27 closed out, a net change of -5 holders.
  • The largest Novanta buyer in Q2 2022 was Champlain Investment Partners, an estimated $43.6M added.
  • The largest Novanta seller in Q2 2022 was Ardevora Asset Management, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2022.