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Novanta
NOVT

Overview Fund Activity

281 hedge funds and large institutions have $6.08B invested in Novanta in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+26
Holders Change %
+10.2%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
40
Increased
88
Reduced
104
Closed
12
Calls
$4.79M
Puts
$6.66M
Net Calls
-$1.87M
Net Calls Change
-$1.47M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$17.5M
2
Invesco
2
Invesco
Georgia
$118M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$351M
4
TAM
4
Telemark Asset Management
Massachusetts
$17.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$675M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$126M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$127M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.28M
5
CS
5
Credit Suisse
Switzerland
$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
201
Cynosure Group
Utah
$304K +$304K +1,737 New
Allianz Asset Management
202
Allianz Asset Management
Germany
$297K -$1.45M -8,300 -83%
FC
203
Forte Capital
New York
$297K -$1.75K -10 -0.6%
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$292K +$31.1K +178 +12%
NA
205
Navellier & Associates
Nevada
$276K -$604K -3,458 -69%
SCM
206
Shelton Capital Management
Colorado
$270K – – –
TRCT
207
Tower Research Capital (TRC)
New York
$268K -$611K -3,497 -70%
MIM
208
Marco Investment Management
Georgia
$259K – – –
Mariner
209
Mariner
Kansas
$254K +$19.7K +113 +8%
SWS
210
SYSTM Wealth Solutions
Illinois
$230K +$200K +1,145 +666%
Two Sigma Investments
211
Two Sigma Investments
New York
$227K +$227K +1,300 New
AWAU
212
Alliance Wealth Advisors (Utah)
Utah
$222K -$2.97K -17 -1%
RWP
213
Revolve Wealth Partners
New Jersey
$213K – – –
VFA
214
Values First Advisors
Tennessee
$213K -$174K -997 -45%
GJCM
215
Grand Jean Capital Management
California
$210K – – –
PS
216
Portfolio Strategies
New York
$206K +$206K +1,180 New
HR
217
Hardy Reed
Mississippi
$206K +$206K +1,180 New
MWM
218
Massachusetts Wealth Management
Massachusetts
$205K +$205K +1,174 New
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$183K +$4.89K +28 +3%
HNB
220
Hilltop National Bank
Wyoming
$148K +$148K +845 New
KBC Group
221
KBC Group
Belgium
$138K +$24.3K +139 +21%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$130K +$14K +80 +12%
HIA
223
Harbor Investment Advisory
Maryland
$113K – – –
Lazard Asset Management
224
Lazard Asset Management
New York
$90K -$1.92K -11 -2%
VanEck Associates
225
VanEck Associates
New York
$89K +$49.4K +282 +125%
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9
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