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Novanta
NOVT

Overview Fund Activity

253 hedge funds and large institutions have $4.72B invested in Novanta in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
99
Reduced
87
Closed
26
Calls
$625K
Puts
$611K
Net Calls
+$14K
Net Calls Change
-$1.25M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$134M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$80.4M
3
William Blair & Company
3
William Blair & Company
Illinois
$32.9M
4
BlackRock
4
BlackRock
New York
$574M
5
ETC
5
Exchange Traded Concepts
Oklahoma
$16.8M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$175M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$23.8M
3
SEI Investments
3
SEI Investments
Pennsylvania
$18.2M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$89.3M
5
VIA
5
Vident Investment Advisory
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
201
Harbor Investment Advisory
Maryland
$88.6K – – –
TWM
202
Tradition Wealth Management
Minnesota
$79K – – –
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$74K +$5.16K +38 +7%
HWMA
204
Heritage Wealth Management (Arizona)
Arizona
$63.9K +$31.9K +235 +100%
PMEF
205
Point72 Middle East FZE
United Arab Emirates
$56.9K +$56.9K +419 New
AssetMark Inc
206
AssetMark Inc
California
$50.1K +$11.5K +85 +30%
GIA
207
GHP Investment Advisors
Colorado
$37.1K – – –
HNB
208
Huntington National Bank
Ohio
$34.8K +$3.26K +24 +10%
EI
209
Ellevest Inc
New York
$34.5K +$11.5K +85 +50%
VFA
210
Virtus Fund Advisers
Connecticut
$31.7K +$31.7K +233 New
NA
211
NewEdge Advisors
Louisiana
$26.4K +$26.4K +194 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$24K +$19.3K +142 +406%
S
213
SignatureFD
Georgia
$23.1K -$12.2K -90 -35%
ASN
214
Advisory Services Network
Georgia
$21.5K +$21.5K +158 New
DFCM
215
Dark Forest Capital Management
Puerto Rico
$21.5K +$21.5K +158 New
TWP
216
TFO Wealth Partners
Ohio
$21.4K +$21.4K +256 New
IA
217
IFP Advisors
Florida
$18K -$419 -1 -2%
FHA
218
First Horizon Advisors
Tennessee
$17.1K +$3.94K +29 +30%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$16K -$139 -1 -0.9%
OCM
220
Orion Capital Management
California
$13.6K – – –
UB
221
UMB Bank
Missouri
$12K – – –
LC
222
Lindbrook Capital
California
$9.38K -$6.93K -51 -43%
C
223
Covestor
United Kingdom
$9K +$435 +3 +5%
KFI
224
Key Financial Inc
Pennsylvania
$7.29K – – –
PTC
225
Private Trust Company
Ohio
$6K +$1.33K +10 +29%
7 8
9
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