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Novanta

231 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, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,200% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $14K

1.32% more ownership

Funds ownership: 94.61%95.93% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 233231 (-2)

19% less capital invested

Capital invested by funds: $5.93B → $4.79B (-$1.14B)

Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.64%
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
86
Closed
24
Calls
$1.72M
Puts
$14K
Net Calls
+$1.71M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Blueshift Asset Management
New Jersey
$246K +$245K +1,728 New
X
177
Xponance
Pennsylvania
$239K +$2.13K +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 +$152K +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 +$6.81K +48 +3%
SOW
185
State of Wyoming
Wyoming
$203K +$6.24K +44 +3%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$155K -$16.6K -117 -10%
HFM
187
Harvest Fund Management
China
$147K -$13.2K -93 -8%
Lazard Asset Management
188
Lazard Asset Management
New York
$138K +$26K +183 +23%
HIA
189
Harbor Investment Advisory
Maryland
$108K +$8.23K +58 +8%
PFS
190
Prospera Financial Services
Texas
$95K -$66.4K -468 -41%
Macquarie Group
191
Macquarie Group
Australia
$85.4K +$7.69M +54,175 +10%
AWA
192
Aaron Wealth Advisors
Illinois
$77K +$1.55M +10,956 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$75K +$12.6K +89 +20%
APA
194
American Portfolios Advisors
New York
$74.6K +$3.55K +25 +5%
AssetMark Inc
195
AssetMark Inc
California
$67K -$1.42K -10 -2%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$59.3K
AS
197
Altshuler Shaham
Israel
$37K +$1.56K +11 +4%
FF
198
FourThought Financial
Florida
$34K
DZ Bank
199
DZ Bank
Germany
$33.6K +$33.5K +236 New
HWMA
200
Heritage Wealth Management (Arizona)
Arizona
$33K +$33.3K +235 New

NOVT Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q1 2022, worth a combined $4.79B — down 19% from $5.93B a quarter earlier.

Fund positioning in NOVT was balanced in Q1 2022: 24 funds opened new positions, 24 closed out, 91 added to existing stakes and 86 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $46.9M. The largest seller was Spire Wealth Management, cutting an estimated $13.7M.

  • 231 institutional investors held Novanta (NOVT) as of Q1 2022, down from 233 in Q4 2021.
  • Funds reported $4.79B of Novanta stock for Q1 2022, down 19% quarter-over-quarter.
  • 24 funds opened new Novanta positions in Q1 2022 and 24 closed out, a net change of 0 holders.
  • The largest Novanta buyer in Q1 2022 was Champlain Investment Partners, an estimated $46.9M added.
  • The largest Novanta seller in Q1 2022 was Spire Wealth Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2022.