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Novanta

231 hedge funds and large institutions have $4.79B invested in Novanta in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,200% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $14K

1.32% more ownership

Funds ownership: 94.61%95.93% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 233231 (-2)

19% less capital invested

Capital invested by funds: $5.93B → $4.79B (-$1.14B)

Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
91
Reduced
86
Closed
24
Calls
$1.72M
Puts
$14K
Net Calls
+$1.71M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Caldwell Trust
Florida
$25.6K -$2.84K -20 -10%
MAM
202
Meeder Asset Management
Ohio
$25K +$25.1K +177 New
LSA
203
Leonteq Securities AG
Switzerland
$24.6K -$1.99K -14 -7%
IA
204
IFP Advisors
Florida
$18K +$6.24K +44 New
OCM
205
Orion Capital Management
California
$14K
UB
206
UMB Bank
Missouri
$13K -$32.4K -228 -71%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$13K +$11.1K +78 +520%
S
208
SignatureFD
Georgia
$12K +$7.52K +53 +171%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$11K +$5.68K +40 +114%
KFI
210
Key Financial Inc
Pennsylvania
$9K +$8.94K +63 New
LC
211
Lindbrook Capital
California
$7K +$851 +6 +13%
Simplex Trading
212
Simplex Trading
Illinois
$5K -$42K -296 -88%
PA
213
Parallel Advisors
California
$5K +$4.82K +34 +1,700%
TWA
214
TCI Wealth Advisors
Arizona
$4K -$5.39K -38 -57%
QCG
215
Quadrant Capital Group
Ohio
$4K +$3.83K +27 +900%
CA
216
Clearstead Advisors
Ohio
$4K +$4.4K +31 New
WPA
217
West Paces Advisors
Georgia
$3.56K
CMBA
218
C.M. Bidwell & Associates
Hawaii
$3K -$76.2K -537 -96%
HNB
219
Huntington National Bank
Ohio
$3K +$2.7K +19 New
WT
220
Whittier Trust
California
$3K +$3.12K +22 New
PCA
221
Providence Capital Advisors
North Carolina
$3K +$3.26K +23 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$2K +$993 +7 +100%
AAP
223
Arax Advisory Partners
Colorado
$1K
SIS
224
Sound Income Strategies
Florida
$1K
SC
225
Schubert & Co
Texas
$1K +$142 +1 +20%

NOVT Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q1 2022, worth a combined $4.79B — down 19% from $5.93B a quarter earlier.

Fund positioning in NOVT was balanced in Q1 2022: 24 funds opened new positions, 24 closed out, 91 added to existing stakes and 86 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $46.9M. The largest seller was Spire Wealth Management, cutting an estimated $13.7M.

  • 231 institutional investors held Novanta (NOVT) as of Q1 2022, down from 233 in Q4 2021.
  • Funds reported $4.79B of Novanta stock for Q1 2022, down 19% quarter-over-quarter.
  • 24 funds opened new Novanta positions in Q1 2022 and 24 closed out, a net change of 0 holders.
  • The largest Novanta buyer in Q1 2022 was Champlain Investment Partners, an estimated $46.9M added.
  • The largest Novanta seller in Q1 2022 was Spire Wealth Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2022.