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Novanta
NOVT

Overview Fund Activity

261 hedge funds and large institutions have $4.95B invested in Novanta in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
77
Reduced
109
Closed
27
Calls
$861K
Puts
$502K
Net Calls
+$359K
Net Calls Change
-$764K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$25.4M
2
Charles Schwab
Charles Schwab
California
+$15M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13.2M
4
Invesco
Invesco
Georgia
+$10.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$8.84M

Top Sellers

1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$28.7M
2
FAM
Fred Alger Management
New York
-$25.9M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23M
4
CIP
Champlain Investment Partners
Vermont
-$15M
5
TAM
Telemark Asset Management
Massachusetts
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
151
Freedom Investment Management
Connecticut
$600K -$25.1K -175 -4%
KWM
152
Keebeck Wealth Management
Illinois
$597K +$59.2K +413 +11%
RFC
153
Regions Financial Corp
Alabama
$585K +$585K +4,077 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$579K +$3.72K +22 +0.6%
NA
155
Navellier & Associates
Nevada
$575K +$29.4K +205 +5%
IAA
156
Independent Advisor Alliance
North Carolina
$566K +$24.4K +170 +5%
Citigroup
157
Citigroup
New York
$553K -$3.02M -21,050 -85%
VPIM
158
Vanguard Personalized Indexing Management
California
$544K +$66.8K +466 +14%
Prudential Financial
159
Prudential Financial
New Jersey
$543K -$7.17K -50 -1%
TRCT
160
Tower Research Capital (TRC)
New York
$526K -$312K -2,175 -37%
CCIA
161
Campbell & Co Investment Adviser
Maryland
$518K +$144K +1,004 +38%
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$506K – – –
Allianz Asset Management
163
Allianz Asset Management
Germany
$445K – – –
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$444K +$90.2K +629 +26%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$443K -$69.4K -484 -14%
API
166
Advisor Partners II
California
$441K +$441K +3,076 New
GW
167
GW & Wade
Massachusetts
$436K – – –
Capstone Investment Advisors
168
Capstone Investment Advisors
New York
$435K +$194K +1,353 +80%
SAM
169
Securian Asset Management
Minnesota
$435K -$16.9K -118 -4%
YC
170
Yarbrough Capital
Tennessee
$435K – – –
Pacer Advisors
171
Pacer Advisors
Pennsylvania
$434K -$659K -4,593 -60%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$416K -$1.62M -11,260 -80%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$397K -$193K -1,349 -33%
VI
174
Vestcor Inc
New Brunswick, Canada
$383K +$383K +2,668 New
Creative Planning
175
Creative Planning
Kansas
$379K +$26.7K +186 +8%
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7
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