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Novanta

222 hedge funds and large institutions have $4.17B invested in Novanta in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $728K | Put options by funds: $707K

0.27% more ownership

Funds ownership: 95.93%96.2% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 231222 (-9)

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

13% less capital invested

Capital invested by funds: $4.79B → $4.17B (-$623M)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
222
Holders Change
-9
Holders Change %
-3.9%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
74
Reduced
85
Closed
27
Calls
$728K
Puts
$707K
Net Calls
+$21K
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$14K +$15.5K +123 New
OCM
202
Orion Capital Management
California
$12K
UB
203
UMB Bank
Missouri
$11K
QCG
204
Quadrant Capital Group
Ohio
$11K +$7.55K +60 +200%
TWA
205
TCI Wealth Advisors
Arizona
$10K +$6.41K +51 +176%
PA
206
Parallel Advisors
California
$9K +$4.78K +38 +106%
KFI
207
Key Financial Inc
Pennsylvania
$8K
LC
208
Lindbrook Capital
California
$6K -$126 -1 -2%
PTC
209
Private Trust Company
Ohio
$5K +$5.66K +45 New
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$4K -$5.03K -40 -53%
AAP
211
Arax Advisory Partners
Colorado
$4K +$3.27K +26 +260%
WPA
212
West Paces Advisors
Georgia
$3.03K
WT
213
Whittier Trust
California
$3K
CMBA
214
C.M. Bidwell & Associates
Hawaii
$2K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$2K +$880 +7 +78%
JWA
216
JFS Wealth Advisors
Pennsylvania
$1K -$755 -6 -43%
SIS
217
Sound Income Strategies
Florida
$1K
DI
218
Disciplined Investments
Oklahoma
$1K +$126 +1 +20%
SC
219
Schubert & Co
Texas
$1K +$252 +2 +33%
AAM
220
Ardevora Asset Management
United Kingdom
-$53M -372,332 Closed
WBC
221
Westpac Banking Corp
Australia
-$4.05M -28,446 Closed
AWA
222
Aaron Wealth Advisors
Illinois
-$77K -10,956 Closed
NGM
223
North Growth Management
British Columbia, Canada
-$1.28M -9,000 Closed
Arrowstreet Capital
224
Arrowstreet Capital
Massachusetts
-$1.17M -8,252 Closed
AI
225
Atria Investments
North Carolina
-$1.04M -7,278 Closed

NOVT Hedge Fund Activity: Q2 2022 in Review

222 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q2 2022, worth a combined $4.17B — down 13% from $4.79B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NOVT and 22 opened new positions — a net loss of 5 holders — while 85 trimmed existing stakes and 74 added.

The largest buyer was Champlain Investment Partners, adding an estimated $43.6M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $53M sold.

  • 222 institutional investors held Novanta (NOVT) as of Q2 2022, down from 231 in Q1 2022.
  • Funds reported $4.17B of Novanta stock for Q2 2022, down 13% quarter-over-quarter.
  • 22 funds opened new Novanta positions in Q2 2022 and 27 closed out, a net change of -5 holders.
  • The largest Novanta buyer in Q2 2022 was Champlain Investment Partners, an estimated $43.6M added.
  • The largest Novanta seller in Q2 2022 was Ardevora Asset Management, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2022.