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Novanta
NOVT

Overview Fund Activity

248 hedge funds and large institutions have $5.64B invested in Novanta in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
21
Increased
104
Reduced
88
Closed
24
Calls
$859K
Puts
$16K
Net Calls
+$843K
Net Calls Change
+$829K

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$49.4M
2
Macquarie Group
2
Macquarie Group
Australia
$126M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$170M
4
FAM
4
Fred Alger Management
New York
$80.2M
5
CIP
5
Champlain Investment Partners
Vermont
$109M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$155M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$208M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$121M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$99.2M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$85.6K -$1.11K -7 -1%
IUHSA
202
Itau Unibanco Holding S.A.
Brazil
$68.7K +$68.7K +432 New
AssetMark Inc
203
AssetMark Inc
California
$64.8K +$6.05K +38 +10%
HFM
204
Harvest Fund Management
China
$63K -$102K -644 -62%
EI
205
Ellevest Inc
New York
$56.5K +$16.1K +101 +40%
GIA
206
GHP Investment Advisors
Colorado
$43.4K – – –
HNB
207
Huntington National Bank
Ohio
$40.1K -$636 -4 -2%
VFA
208
Virtus Fund Advisers
Connecticut
$37.1K – – –
S
209
SignatureFD
Georgia
$27K – – –
ASN
210
Advisory Services Network
Georgia
$24.8K -$318 -2 -1%
FHA
211
First Horizon Advisors
Tennessee
$20K – – –
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K -$138K -877 -88%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$19K +$483 +3 +3%
C
214
Covestor
United Kingdom
$18K +$8.04K +50 +81%
OCM
215
Orion Capital Management
California
$15.9K – – –
CFB
216
Cullen/Frost Bankers
Texas
$15.9K +$15.9K +100 New
WT
217
Whittier Trust
California
$14.8K +$14.8K +93 New
UB
218
UMB Bank
Missouri
$14.5K – – –
LC
219
Lindbrook Capital
California
$11K – – –
KFI
220
Key Financial Inc
Pennsylvania
$10K – – –
PTC
221
Private Trust Company
Ohio
$7.64K +$477 +3 +7%
BAM
222
Belpointe Asset Management
Nevada
$6.36K – – –
PPC
223
Park Place Capital
Alabama
$6.36K – – –
TWA
224
TCI Wealth Advisors
Arizona
$6.21K +$5.89K +37 +1,850%
EWA
225
EverSource Wealth Advisors
Alabama
$6.2K +$1.59K +10 +34%
7 8
9
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