NOVT icon

Novanta
NOVT

Overview Fund Activity

256 hedge funds and large institutions have $6.45B invested in Novanta in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 87 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+8
Holders Change %
+3.23%
% of All Funds
4.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
87
Reduced
97
Closed
17
Calls
$2.32M
Puts
$1.2M
Net Calls
+$1.12M
Net Calls Change
+$280K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$689M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.5M
3
FAM
3
Fred Alger Management
New York
$108M
4
SCM
4
Sandler Capital Management
New York
$20.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$136M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$96.5M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$233M
3
WA
3
Wasatch Advisors
Utah
$168M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$181M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
201
Hardy Reed
Mississippi
$217K -$28.5K -155 -12%
MWM
202
Massachusetts Wealth Management
Massachusetts
$216K +$216K +1,174 New
SOW
203
State of Wyoming
Wyoming
$212K +$54.7K +297 +35%
Franklin Resources
204
Franklin Resources
California
$210K +$210K +1,139 New
KI
205
Kapitalo Investimentos
Brazil
$209K +$209K +1,137 New
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$203K +$203K +1,103 New
IP
207
Intellectus Partners
California
$203K +$203K +1,100 New
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$187K – – –
VIA
209
Virtus Investment Advisers
Connecticut
$171K – – –
PI
210
PineBridge Investments
New York
$119K +$119K +647 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$114K +$14.7K +80 +15%
TWM
212
Tradition Wealth Management
Minnesota
$108K – – –
HIA
213
Harbor Investment Advisory
Maryland
$103K -$17.3K -94 -14%
AssetMark Inc
214
AssetMark Inc
California
$74.9K – – –
HFM
215
Harvest Fund Management
China
$73K – – –
HNB
216
Huntington National Bank
Ohio
$52.7K +$6.26K +34 +13%
VFA
217
Virtus Fund Advisers
Connecticut
$42.9K – – –
GIA
218
GHP Investment Advisors
Colorado
$41.9K – – –
PI
219
PEAK6 Investments
Illinois
$36.8K +$36.8K +200 New
Citadel Advisors
220
Citadel Advisors
Florida
$34.1K -$334K -1,816 -91%
VanEck Associates
221
VanEck Associates
New York
$34K +$34K +185 New
S
222
SignatureFD
Georgia
$32.8K +$1.47K +8 +5%
FHA
223
First Horizon Advisors
Tennessee
$23.2K – – –
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$21K -$362 -2 -2%
Ohio Public Employees Retirement System (OPERS)
225
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K -$1.8K -10 -8%
7 8
9
10 11