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Novanta
NOVT

Overview Fund Activity

248 hedge funds and large institutions have $5.64B invested in Novanta in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
104
Reduced
88
Closed
24
Calls
$859K
Puts
$16K
Net Calls
+$843K
Net Calls Change
+$829K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$49.4M
2
Macquarie Group
2
Macquarie Group
Australia
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$170M
4
FAM
4
Fred Alger Management
New York
$80.2M
5
CIP
5
Champlain Investment Partners
Vermont
$109M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$155M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$208M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$121M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$99.2M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
151
Independent Advisor Alliance
North Carolina
$570K +$570K +3,581 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$545K +$8.11K +51 +2%
VPIM
153
Vanguard Personalized Indexing Management
California
$542K +$542K +3,706 New
Allianz Asset Management
154
Allianz Asset Management
Germany
$525K +$525K +3,300 New
SAM
155
Securian Asset Management
Minnesota
$517K – – –
AQR Capital Management
156
AQR Capital Management
Connecticut
$510K +$46.9K +300 +10%
GW
157
GW & Wade
Massachusetts
$484K -$8.75K -55 -2%
YC
158
Yarbrough Capital
Tennessee
$482K – – –
Prudential Financial
159
Prudential Financial
New Jersey
$468K +$9.24K +77 +2%
Man Group
160
Man Group
United Kingdom
$462K -$400K -2,941 Closed
CAM
161
Congress Asset Management
Massachusetts
$448K -$1.44M -9,038 -76%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$441K +$81.9K +515 +23%
HF
163
HRT Financial
New York
$406K +$406K +2,557 New
Brown Advisory
164
Brown Advisory
Maryland
$406K – – –
Mitsubishi UFJ Asset Management
165
Mitsubishi UFJ Asset Management
Japan
$401K – – –
Corient Private Wealth
166
Corient Private Wealth
Florida
$401K +$42.5K +267 +12%
SWM
167
Spire Wealth Management
Virginia
$399K +$7.96K +50 +2%
CWM
168
Congress Wealth Management
Massachusetts
$396K -$791K -4,969 -67%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$390K +$7.64K +48 +2%
LA
170
Lindenwold Advisors
Pennsylvania
$366K -$2.39K -15 -0.6%
VFA
171
Values First Advisors
Tennessee
$362K -$83.2K -523 -19%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$352K +$11.9K +75 +4%
RJT
173
Raymond James Trust
Florida
$335K +$7.97K +50 +2%
Citadel Advisors
174
Citadel Advisors
Florida
$318K -$216K -1,358 -40%
IFWM
175
Institute for Wealth Management
Colorado
$308K – – –
5 6
7
8 9