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Novanta
NOVT

Overview Fund Activity

229 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, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.62%
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
84
Closed
24
Calls
$1.72M
Puts
$14K
Net Calls
+$1.71M
Net Calls Change
-$1.26M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$47M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$200M
3
FAM
3
Fred Alger Management
New York
$97.5M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$145M
5
CS
5
Credit Suisse
Switzerland
$40.6M

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$749K
2
MPM
2
Meritage Portfolio Management
Kansas
$236K
3
Artisan Partners
3
Artisan Partners
Wisconsin
$161M
4
PIM
4
Paradice Investment Management
Colorado
$28M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
201
Meeder Asset Management
Ohio
$25K +$25K +177 New
IA
202
IFP Advisors
Florida
$18K +$18K +44 New
OCM
203
Orion Capital Management
California
$14K – – –
UB
204
UMB Bank
Missouri
$13K -$32.6K -228 -71%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$13K +$10.9K +78 +520%
S
206
SignatureFD
Georgia
$12K +$7.57K +53 +171%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$11K +$5.87K +40 +114%
KFI
208
Key Financial Inc
Pennsylvania
$9K +$9K +63 New
LC
209
Lindbrook Capital
California
$7K +$808 +6 +13%
Simplex Trading
210
Simplex Trading
Illinois
$5K -$36.1K -296 -88%
PA
211
Parallel Advisors
California
$5K +$4.72K +34 +1,700%
TWA
212
TCI Wealth Advisors
Arizona
$4K -$5.24K -38 -57%
QCG
213
Quadrant Capital Group
Ohio
$4K +$3.6K +27 +900%
CA
214
Clearstead Advisors
Ohio
$4K +$4K +31 New
WPA
215
West Paces Advisors
Georgia
$3.56K – – –
CMBA
216
C.M. Bidwell & Associates
Hawaii
$3K -$80.6K -537 -96%
HNB
217
Huntington National Bank
Ohio
$3K +$3K +19 New
WT
218
Whittier Trust
California
$3K +$3K +22 New
PCA
219
Providence Capital Advisors
North Carolina
$3K +$3K +23 New
JWA
220
JFS Wealth Advisors
Pennsylvania
$2K +$1K +7 +100%
SIS
221
Sound Income Strategies
Florida
$1K – – –
AAP
222
Arax Advisory Partners
Colorado
$1K – – –
SC
223
Schubert & Co
Texas
$1K +$167 +1 +20%
DI
224
Disciplined Investments
Oklahoma
$1K +$1K +5 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +9 New
7 8
9
10 11