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Novanta
NOVT

Overview Fund Activity

261 hedge funds and large institutions have $4.95B invested in Novanta in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
4.16%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
77
Reduced
109
Closed
27
Calls
$861K
Puts
$502K
Net Calls
+$359K
Net Calls Change
-$764K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$25.4M
2
Charles Schwab
Charles Schwab
California
$59.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$119M
4
Invesco
Invesco
Georgia
$95.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M

Top Sellers

1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$0
2
FAM
Fred Alger Management
New York
$58M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$110M
4
CIP
Champlain Investment Partners
Vermont
$60.2M
5
TAM
Telemark Asset Management
Massachusetts
$7.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
176
Diversified Trust
Tennessee
$374K -$93.2K -650 -20%
Brown Advisory
177
Brown Advisory
Maryland
$366K – – –
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$360K -$1.87K -13 -0.5%
XT
179
XTX Topco
Cayman Islands
$350K +$350K +2,440 New
FC
180
FORA Capital
Florida
$346K +$346K +2,411 New
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$340K +$340K +2,368 New
SWM
182
Spire Wealth Management
Virginia
$331K -$28.5K -199 -8%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$330K +$330K +2,299 New
Corient Private Wealth
184
Corient Private Wealth
Florida
$323K +$4.73K +33 +1%
VFA
185
Values First Advisors
Tennessee
$316K -$717 -5 -0.2%
SAM
186
Silvercrest Asset Management
New York
$315K +$315K +2,194 New
Mitsubishi UFJ Asset Management
187
Mitsubishi UFJ Asset Management
Japan
$313K +$717 +5 +0.2%
PCM
188
Prelude Capital Management
New York
$312K -$40.7K -284 -12%
TSS
189
Two Sigma Securities
New York
$307K +$98.8K +689 +48%
RJT
190
Raymond James Trust
Florida
$306K +$287 +2 +0.1%
OR
191
Olympiad Research
Connecticut
$305K -$60.2K -420 -16%
MLICM
192
Metropolitan Life Insurance Company (MetLife)
New York
$302K +$22.4K +156 +8%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$296K +$296K +2,067 New
IFWM
194
Institute for Wealth Management
Colorado
$278K – – –
LA
195
Lindenwold Advisors
Pennsylvania
$271K +$4.3K +30 +2%
MWM
196
Moran Wealth Management
Florida
$270K -$30.7K -214 -10%
PA
197
Profund Advisors
Maryland
$247K -$16.2K -113 -6%
I
198
InceptionR
California
$247K +$247K +1,721 New
FC
199
Forte Capital
New York
$247K -$12.9K -90 -5%
GCP
200
GSA Capital Partners
United Kingdom
$245K +$245K +1,711 New
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