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Novanta
NOVT

Overview Fund Activity

229 hedge funds and large institutions have $4.79B invested in Novanta in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
91
Reduced
84
Closed
24
Calls
$1.72M
Puts
$14K
Net Calls
+$1.71M
Net Calls Change
-$1.26M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$47M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$200M
3
FAM
3
Fred Alger Management
New York
$97.5M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$145M
5
CS
5
Credit Suisse
Switzerland
$40.6M

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$749K
2
MPM
2
Meritage Portfolio Management
Kansas
$236K
3
Artisan Partners
3
Artisan Partners
Wisconsin
$161M
4
PIM
4
Paradice Investment Management
Colorado
$28M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Blueshift Asset Management
New Jersey
$246K +$246K +1,728 New
X
177
Xponance
Pennsylvania
$239K +$2.14K +15 +0.9%
MPM
178
Meritage Portfolio Management
Kansas
$236K -$12.6M -88,843 -98%
MIM
179
Marco Investment Management
Georgia
$233K +$30.5K +215 +15%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$220K +$153K +1,073 +227%
LWM
181
Laidlaw Wealth Management
New York
$217K – – –
CIBC Asset Management
182
CIBC Asset Management
Ontario, Canada
$215K – – –
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$214K +$24K +169 +13%
BPA
184
Beacon Pointe Advisors
California
$208K +$6.83K +48 +3%
SOW
185
State of Wyoming
Wyoming
$203K +$6.26K +44 +3%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$155K -$16.7K -117 -10%
HFM
187
Harvest Fund Management
China
$147K -$13.1K -93 -8%
Lazard Asset Management
188
Lazard Asset Management
New York
$138K +$25.9K +183 +23%
HIA
189
Harbor Investment Advisory
Maryland
$108K +$8.24K +58 +8%
PFS
190
Prospera Financial Services
Texas
$95K -$66.8K -468 -41%
Macquarie Group
191
Macquarie Group
Australia
$85.4K +$7.71K +54,175 +10%
AWA
192
Aaron Wealth Advisors
Illinois
$77K +$77K +10,956 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$75K +$12.7K +89 +20%
APA
194
American Portfolios Advisors
New York
$74.6K +$3.56K +25 +5%
AssetMark Inc
195
AssetMark Inc
California
$67K -$1.43K -10 -2%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$59.3K – – –
AS
197
Altshuler Shaham
Israel
$37K +$1.57K +11 +4%
FF
198
FourThought Financial
Florida
$34K – – –
DZ Bank
199
DZ Bank
Germany
$34K +$34K +236 New
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$33K +$33K +235 New
6 7
8
9 10