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Novanta
NOVT

Overview Fund Activity

256 hedge funds and large institutions have $6.45B invested in Novanta in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+8
Holders Change %
+3.23%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
87
Reduced
97
Closed
17
Calls
$2.32M
Puts
$1.2M
Net Calls
+$1.12M
Net Calls Change
+$280K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$689M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.5M
3
FAM
3
Fred Alger Management
New York
$108M
4
SCM
4
Sandler Capital Management
New York
$20.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$136M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$96.5M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$233M
3
WA
3
Wasatch Advisors
Utah
$168M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$181M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
151
Freedom Investment Management
Connecticut
$803K -$241K -1,309 -23%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$758K -$316K -1,718 -29%
Prudential Financial
153
Prudential Financial
New Jersey
$706K -$12.5K -68 -2%
NA
154
Navellier & Associates
Nevada
$701K +$40.3K +219 +6%
FA
155
FDx Advisors
Illinois
$696K +$696K +3,780 New
IAA
156
Independent Advisor Alliance
North Carolina
$695K +$35.5K +193 +5%
KWM
157
Keebeck Wealth Management
Illinois
$691K +$459K +2,491 +198%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$657K +$26.7K +145 +4%
IMRF
159
Illinois Municipal Retirement Fund
Illinois
$650K +$650K +3,531 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$636K -$425K -2,275 -40%
VPIM
161
Vanguard Personalized Indexing Management
California
$613K -$69.2K -376 -10%
DT
162
Diversified Trust
Tennessee
$599K -$147K -800 -20%
SAM
163
Securian Asset Management
Minnesota
$580K -$18.4K -100 -3%
Allianz Asset Management
164
Allianz Asset Management
Germany
$571K -$36.8K -200 -6%
GW
165
GW & Wade
Massachusetts
$560K – – –
YC
166
Yarbrough Capital
Tennessee
$558K – – –
CCIA
167
Campbell & Co Investment Adviser
Maryland
$481K +$481K +2,610 New
Brown Advisory
168
Brown Advisory
Maryland
$469K – – –
OR
169
Olympiad Research
Connecticut
$469K +$469K +2,547 New
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$465K -$46.2K -251 -9%
SWM
171
Spire Wealth Management
Virginia
$462K +$184 +1 +0%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$454K +$2.39K +13 +0.5%
PCM
173
Prelude Capital Management
New York
$453K +$453K +2,460 New
Creative Planning
174
Creative Planning
Kansas
$452K +$202K +1,097 +81%
Corient Private Wealth
175
Corient Private Wealth
Florida
$409K -$55.2K -300 -12%
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