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Novanta
NOVT

Overview Fund Activity

203 hedge funds and large institutions have $4.4B invested in Novanta in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+5
Holders Change %
+2.53%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
65
Reduced
81
Closed
16
Calls
$1.94M
Puts
$984K
Net Calls
+$957K
Net Calls Change
+$1.76M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$70.5M
2
WA
Wasatch Advisors
Utah
$181M
3
Capital International Investors
Capital International Investors
California
$91.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
$219M
5
Federated Hermes
Federated Hermes
Pennsylvania
$55.3M

Top Sellers

1
BlackRock
BlackRock
New York
$329M
2
ZCM
Ziegler Capital Management
Illinois
$11.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$32.7M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
ACB
Aristotle Capital Boston
Massachusetts
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
176
State of Wyoming
Wyoming
$149K +$149K +1,109 New
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$139K +$405 +3 +0.3%
FGAM
178
Financial Gravity Asset Management
Texas
$135K -$25 – –
HFM
179
Harvest Fund Management
China
$131K – – –
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$88K -$96.7K -721 -52%
AssetMark Inc
181
AssetMark Inc
California
$65K – – –
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$44K – – –
MAM
183
Meeder Asset Management
Ohio
$40K -$13.5K -100 -25%
APA
184
American Portfolios Advisors
New York
$35.3K +$13.9K +103 +65%
CFB
185
Cullen/Frost Bankers
Texas
$34K +$34K +253 New
HWMA
186
Heritage Wealth Management (Arizona)
Arizona
$32K -$5.45K -40 -15%
FF
187
FourThought Financial
Florida
$32K – – –
ASN
188
Advisory Services Network
Georgia
$27K +$27K +200 New
UBS Group
189
UBS Group
Switzerland
$21K -$1.22M -8,959 -98%
FHA
190
First Horizon Advisors
Tennessee
$19K -$7.47K -57 -28%
Baillie Gifford & Co
191
Baillie Gifford & Co
United Kingdom
$16K +$16K +116 New
PHK
192
Point72 Hong Kong
Hong Kong
$16K +$16K +120 New
OCM
193
Orion Capital Management
California
$13K – – –
LC
194
Lindbrook Capital
California
$6K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
HI
196
Harbour Investments
Wisconsin
$4K -$125 -1 -3%
HPC
197
HM Payson & Co
Maine
$4K – – –
TWA
198
TCI Wealth Advisors
Arizona
$4K +$1.43K +10 +56%
WPA
199
West Paces Advisors
Georgia
$2.97K +$2.97K +22 New
AIG
200
American International Group
New York
$2.67K -$23 -172 -0.9%
5 6 7
8
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