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Novanta
NOVT

Overview Fund Activity

256 hedge funds and large institutions have $6.45B invested in Novanta in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+8
Holders Change %
+3.23%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
87
Reduced
97
Closed
17
Calls
$2.32M
Puts
$1.2M
Net Calls
+$1.12M
Net Calls Change
+$280K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$689M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.5M
3
FAM
3
Fred Alger Management
New York
$108M
4
SCM
4
Sandler Capital Management
New York
$20.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$136M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$96.5M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$233M
3
WA
3
Wasatch Advisors
Utah
$168M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$181M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
176
Values First Advisors
Tennessee
$406K -$12.3K -67 -3%
Squarepoint
177
Squarepoint
New York
$402K +$402K +2,184 New
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$401K -$62.8K -341 -14%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$397K – – –
RJT
180
Raymond James Trust
Florida
$392K +$4.97K +27 +1%
MWM
181
Moran Wealth Management
Florida
$386K +$65.9K +358 +21%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$359K +$5.34K +29 +2%
Mariner
183
Mariner
Kansas
$358K +$53.4K +290 +18%
IFWM
184
Institute for Wealth Management
Colorado
$357K – – –
LA
185
Lindenwold Advisors
Pennsylvania
$342K -$81K -440 -19%
BCI
186
Brinker Capital Investments
Pennsylvania
$339K +$43.4K +236 +15%
OPS
187
Orion Portfolio Solutions
Nebraska
$339K +$43.4K +236 +15%
PA
188
Profund Advisors
Maryland
$338K -$14.7K -80 -4%
FC
189
Forte Capital
New York
$333K – – –
SCM
190
Shelton Capital Management
Colorado
$330K – – –
Capstone Investment Advisors
191
Capstone Investment Advisors
New York
$310K +$310K +1,683 New
CC
192
Centiva Capital
New York
$293K -$51K -277 -15%
Russell Investments Group
193
Russell Investments Group
United Kingdom
$289K +$1.84K +10 +0.6%
American Century Companies
194
American Century Companies
Missouri
$273K -$639K -3,469 -70%
MIM
195
Marco Investment Management
Georgia
$272K -$29.5K -160 -10%
TSS
196
Two Sigma Securities
New York
$267K +$267K +1,448 New
JF
197
Jump Financial
Illinois
$261K +$261K +1,418 New
CAN
198
Cetera Advisor Networks
California
$237K +$237K +1,285 New
RWP
199
Revolve Wealth Partners
New Jersey
$225K +$225K +1,222 New
GJCM
200
Grand Jean Capital Management
California
$221K +$221K +1,200 New
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