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Novanta
NOVT

Overview Fund Activity

281 hedge funds and large institutions have $6.08B invested in Novanta in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
104
Closed
12
Calls
$4.79M
Puts
$6.66M
Net Calls
-$1.87M
Net Calls Change
-$1.47M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$17.5M
2
Invesco
2
Invesco
Georgia
$118M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$351M
4
TAM
4
Telemark Asset Management
Massachusetts
$17.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$675M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$126M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$127M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.28M
5
CS
5
Credit Suisse
Switzerland
$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWG
176
Portside Wealth Group
Utah
$433K +$19.6K +112 +5%
NG
177
Norden Group
Utah
$431K +$122K +696 +39%
FIM
178
Freedom Investment Management
Connecticut
$417K -$367K -2,102 -47%
Corient Private Wealth
179
Corient Private Wealth
Florida
$412K +$3.32K +19 +0.8%
ECM
180
ExodusPoint Capital Management
New York
$400K -$1.58M -9,022 -80%
PFM
181
Premier Fund Managers
United Kingdom
$398K -$65.2K -375 -14%
Mitsubishi UFJ Asset Management
182
Mitsubishi UFJ Asset Management
Japan
$393K -$18.2K -104 -4%
CC
183
Chicago Capital
Illinois
$390K +$390K +2,230 New
EGM
184
Engineers Gate Manager
New York
$389K +$389K +2,228 New
SEC
185
Seven Eight Capital
New York
$386K +$386K +2,209 New
HSBC Holdings
186
HSBC Holdings
United Kingdom
$383K +$165K +948 +76%
RJT
187
Raymond James Trust
Florida
$374K +$175 +1 +0%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$367K -$96.8K -554 -21%
PA
189
Profund Advisors
Maryland
$356K +$13.1K +75 +4%
SOW
190
State of Wyoming
Wyoming
$354K -$1.92K -11 -0.5%
Twin Tree Management
191
Twin Tree Management
Texas
$353K -$137K -785 -28%
DTL
192
Dynamic Technology Lab
Singapore
$351K +$351K +2,010 New
SWM
193
Spire Wealth Management
Virginia
$341K -$46.7K -267 -12%
MWM
194
Moran Wealth Management
Florida
$341K +$25K +143 +8%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$340K – – –
IFWM
196
Institute for Wealth Management
Colorado
$339K – – –
LA
197
Lindenwold Advisors
Pennsylvania
$330K – – –
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$329K -$26.4K -151 -7%
BTWM
199
Baker Tilly Wealth Management
Wisconsin
$322K -$699 -4 -0.2%
NAS
200
Nicolet Advisory Services
Wisconsin
$321K +$321K +1,884 New
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8
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