NOVT icon

Novanta
NOVT

Overview Fund Activity

198 hedge funds and large institutions have $4.3B invested in Novanta in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-11
Holders Change %
-5.26%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
65
Reduced
80
Closed
30
Calls
$1.98M
Puts
$2.78M
Net Calls
-$805K
Net Calls Change
+$425K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$133M
2
Capital International Investors
2
Capital International Investors
California
$65.1M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$264M
4
Axa
4
Axa
France
$71.8M
5
CCA
5
Conestoga Capital Advisors
Pennsylvania
$146M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$634K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$325M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$31.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
Meeder Asset Management
Ohio
$52K +$52K +396 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$43K +$4.71K +36 +12%
HWMA
178
Heritage Wealth Management (Arizona)
Arizona
$36K +$36K +275 New
FF
179
FourThought Financial
Florida
$31K – – –
FHA
180
First Horizon Advisors
Tennessee
$26K – – –
PVH
181
Psagot Value Holdings
Israel
$25K +$25K +193 New
APA
182
American Portfolios Advisors
New York
$21K +$8.31K +63 +66%
OCM
183
Orion Capital Management
California
$13K – – –
CFA
184
Carroll Financial Associates
North Carolina
$7K – – –
MWP
185
Meridian Wealth Partners
Pennsylvania
$7K +$7K +50 New
LC
186
Lindbrook Capital
California
$6K – – –
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$5K -$2K -14 -29%
HPC
188
HM Payson & Co
Maine
$4K – – –
HI
189
Harbour Investments
Wisconsin
$4K +$4K +33 New
ACM
190
Allred Capital Management
Texas
$2.64K +$2.64K +20 New
AIG
191
American International Group
New York
$2.63K +$7 +52 +0.3%
TWA
192
TCI Wealth Advisors
Arizona
$2K +$2K +18 New
SIS
193
Sound Income Strategies
Florida
$1.32K – – –
S
194
SignatureFD
Georgia
$1K – – –
IAIM
195
International Assets Investment Management
Florida
$1K – – –
GWM
196
Geneos Wealth Management
Colorado
$1K +$1K +14 New
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$179 – – –
FGAM
198
Financial Gravity Asset Management
Texas
$25 – -1 Closed
Schroder Investment Management Group
199
Schroder Investment Management Group
United Kingdom
– -$17.2M -145,293 Closed
AHC
200
Anderson Hoagland & Co
Missouri
– -$2.13M -18,049 Closed
6 7
8
9 10