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Novanta
NOVT

Overview Fund Activity

281 hedge funds and large institutions have $6.08B invested in Novanta in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 12 closing their positions.

Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
104
Closed
12
Calls
$4.79M
Puts
$6.66M
Net Calls
-$1.87M
Net Calls Change
-$1.47M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$17.5M
2
Invesco
2
Invesco
Georgia
$118M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$351M
4
TAM
4
Telemark Asset Management
Massachusetts
$17.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$675M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$126M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$127M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.28M
5
CS
5
Credit Suisse
Switzerland
$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
151
Susquehanna Fundamental Investments
Pennsylvania
$780K +$780K +4,461 New
KWM
152
Keebeck Wealth Management
Illinois
$763K +$300K +1,717 +65%
RFC
153
Regions Financial Corp
Alabama
$749K +$276K +1,580 +58%
CCIA
154
Campbell & Co Investment Adviser
Maryland
$717K +$717K +4,102 New
Capstone Investment Advisors
155
Capstone Investment Advisors
New York
$716K +$716K +4,095 New
SOADOR
156
State of Alaska Department of Revenue
Alaska
$676K – – –
IAA
157
Independent Advisor Alliance
North Carolina
$673K -$9.26K -53 -1%
SO
158
STRS Ohio
Ohio
$646K -$69.8K -400 -10%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$626K +$12.5K +70 +2%
IMRF
160
Illinois Municipal Retirement Fund
Illinois
$617K – – –
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$608K +$98.7K +565 +19%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$605K +$178K +1,018 +42%
M&T Bank
163
M&T Bank
New York
$598K -$3.49K -20 -0.6%
TSS
164
Two Sigma Securities
New York
$577K +$10.1K +58 +2%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$574K -$1.22K -7 -0.2%
Truist Financial
166
Truist Financial
North Carolina
$560K -$79.2K -453 -12%
NA
167
NewEdge Advisors
Louisiana
$552K -$21.8K -125 -4%
SAM
168
Securian Asset Management
Minnesota
$512K -$17.5K -100 -3%
First Trust Advisors
169
First Trust Advisors
Illinois
$502K +$224K +1,282 +81%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$477K +$477K +3,043 New
American Century Companies
171
American Century Companies
Missouri
$462K +$177K +1,011 +62%
AQR Capital Management
172
AQR Capital Management
Connecticut
$459K +$58.4K +337 +15%
Brown Advisory
173
Brown Advisory
Maryland
$449K +$2.27K +13 +0.5%
BOH
174
Bank of Hawaii
Hawaii
$437K +$437K +2,500 New
FCFC
175
First Commonwealth Financial Corp
Pennsylvania
$437K +$437K +2,500 New
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7
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