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Novanta
NOVT

Overview Fund Activity

255 hedge funds and large institutions have $5.98B invested in Novanta in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
90
Reduced
93
Closed
37
Calls
$2.73M
Puts
$3.13M
Net Calls
-$404K
Net Calls Change
-$763K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$325M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$104M
3
Morgan Stanley
Morgan Stanley
New York
$97.1M
4
BlackRock
BlackRock
New York
$748M
5
ClearBridge Investments
ClearBridge Investments
New York
$52.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$15.9M
2
FAM
Fred Alger Management
New York
$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$160M
4
Capital International Investors
Capital International Investors
California
$127M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
176
Corient Private Wealth
Florida
$394K +$14.8K +88 +4%
AQR Capital Management
177
AQR Capital Management
Connecticut
$389K -$530K -3,148 -58%
VFA
178
Values First Advisors
Tennessee
$373K +$2.02K +12 +0.5%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$367K +$26.3K +169 +8%
RJT
180
Raymond James Trust
Florida
$360K +$1.35K +8 +0.4%
SWM
181
Spire Wealth Management
Virginia
$349K -$14.2K -90 -4%
SOW
182
State of Wyoming
Wyoming
$343K +$58.6K +348 +21%
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$342K -$12.1K -72 -3%
PA
184
Profund Advisors
Maryland
$331K +$40.4K +240 +14%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$327K -$20.9K -124 -6%
IFWM
186
Institute for Wealth Management
Colorado
$326K – – –
LA
187
Lindenwold Advisors
Pennsylvania
$318K – – –
BTWM
188
Baker Tilly Wealth Management
Wisconsin
$311K +$311K +1,847 New
SG Americas Securities
189
SG Americas Securities
New York
$309K -$1.73M -10,285 -85%
MWM
190
Moran Wealth Management
Florida
$304K -$12.6K -75 -4%
NG
191
Norden Group
Utah
$298K +$298K +1,768 New
WF
192
WoodTrust Financial
Wisconsin
$292K -$543K -3,225 -65%
FC
193
Forte Capital
New York
$288K -$1.68K -10 -0.6%
Franklin Resources
194
Franklin Resources
California
$284K +$7.24K +43 +3%
American Century Companies
195
American Century Companies
Missouri
$275K +$12.8K +76 +5%
First Trust Advisors
196
First Trust Advisors
Illinois
$267K +$267K +1,588 New
SCM
197
Shelton Capital Management
Colorado
$260K -$18.5K -110 -7%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$251K -$12.3K -73 -5%
MIM
199
Marco Investment Management
Georgia
$249K – – –
GSC
200
Ground Swell Capital
South Carolina
$238K +$238K +1,411 New
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