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Novanta
NOVT

Overview Fund Activity

255 hedge funds and large institutions have $5.98B invested in Novanta in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
90
Reduced
93
Closed
37
Calls
$2.73M
Puts
$3.13M
Net Calls
-$404K
Net Calls Change
-$763K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$143M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$104M
3
Morgan Stanley
Morgan Stanley
New York
+$65.9M
4
BlackRock
BlackRock
New York
+$25.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$22.4M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$38.8M
2
FAM
Fred Alger Management
New York
-$35.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$34.8M
4
Capital International Investors
Capital International Investors
California
-$31.9M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
151
Independent Advisor Alliance
North Carolina
$657K -$6.9K -41 -1%
SOADOR
152
State of Alaska Department of Revenue
Alaska
$651K -$64.7K -385 -9%
Truist Financial
153
Truist Financial
North Carolina
$616K -$1.33M -7,920 -68%
VPIM
154
Vanguard Personalized Indexing Management
California
$612K -$27.5K -163 -4%
DT
155
Diversified Trust
Tennessee
$608K +$170K +1,009 +39%
Creative Planning
156
Creative Planning
Kansas
$603K +$158K +939 +36%
BCM
157
Bayesian Capital Management
New York
$602K +$602K +3,575 New
IMRF
158
Illinois Municipal Retirement Fund
Illinois
$595K – – –
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$592K +$2.24K +13 +0.4%
M&T Bank
160
M&T Bank
New York
$580K +$580K +3,442 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$554K +$34.4K +204 +7%
TSS
162
Two Sigma Securities
New York
$547K +$187K +1,109 +52%
NA
163
NewEdge Advisors
Louisiana
$530K +$530K +3,283 New
GW
164
GW & Wade
Massachusetts
$512K – – –
SAM
165
Securian Asset Management
Minnesota
$511K – – –
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$491K +$24.6K +146 +5%
Twin Tree Management
167
Twin Tree Management
Texas
$472K +$472K +2,804 New
PFM
168
Premier Fund Managers
United Kingdom
$457K -$329K -1,917 -42%
RFC
169
Regions Financial Corp
Alabama
$456K -$231K -1,370 -34%
VI
170
Vestcor Inc
New Brunswick, Canada
$449K – – –
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$447K -$74.3K -441 -14%
KWM
172
Keebeck Wealth Management
Illinois
$446K -$256K -1,518 -36%
Brown Advisory
173
Brown Advisory
Maryland
$430K +$842 +5 +0.2%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$412K +$24.8K +147 +6%
PWG
175
Portside Wealth Group
Utah
$398K +$398K +2,364 New
5 6
7
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