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Novanta
NOVT

Overview Fund Activity

231 hedge funds and large institutions have $5.93B invested in Novanta in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+18
Holders Change %
+8.45%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
83
Reduced
84
Closed
11
Calls
$3.44M
Puts
$475K
Net Calls
+$2.96M
Net Calls Change
+$1.65M

Top Buyers

1
AAM
1
Ardevora Asset Management
United Kingdom
$62.6M
2
Capital International Investors
2
Capital International Investors
California
$178M
3
FAM
3
Fred Alger Management
New York
$102M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$216M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$298M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$36.6M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$377M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$59.7M
4
WA
4
Wasatch Advisors
Utah
$223M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$84K – – –
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$83K -$3.52K -20 -4%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$77K +$19.3K +110 +34%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$73.5K -$51.1K -290 -41%
Simplex Trading
205
Simplex Trading
Illinois
$59K +$59K +337 New
UB
206
UMB Bank
Missouri
$56K +$56K +319 New
AS
207
Altshuler Shaham
Israel
$44K +$44K +248 New
FF
208
FourThought Financial
Florida
$43K – – –
FHA
209
First Horizon Advisors
Tennessee
$21K – – –
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$20K +$20K +114 New
OCM
211
Orion Capital Management
California
$18K – – –
NFG
212
Next Financial Group
Texas
$14K +$11.2K +64 +400%
Russell Investments Group
213
Russell Investments Group
United Kingdom
$13K -$261K -1,524 -95%
TWA
214
TCI Wealth Advisors
Arizona
$12K +$1.25K +7 +12%
DFCM
215
Dark Forest Capital Management
Puerto Rico
$11K -$19.4K -106 -64%
LC
216
Lindbrook Capital
California
$8K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
HPC
218
HM Payson & Co
Maine
$5K – – –
S
219
SignatureFD
Georgia
$5K +$3.39K +21 +210%
WPA
220
West Paces Advisors
Georgia
$4.41K +$529 +3 +14%
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.12K -$45 -254 -1%
LF
222
Lee Financial
Texas
$3K +$3K +16 New
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$2K +$400 +3 +25%
BIA
224
Bell Investment Advisors
California
$2K +$1.2K +6 +150%
AAP
225
Arax Advisory Partners
Colorado
$2K +$2K +10 New
6 7 8
9
10