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Novanta
NOVT

Overview Fund Activity

301 hedge funds and large institutions have $5.43B invested in Novanta in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+17
Holders Change %
+5.99%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
95
Reduced
115
Closed
29
Calls
$1.97M
Puts
$5.9M
Net Calls
-$3.93M
Net Calls Change
+$3.52M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$104M
2
WCM Investment Management
2
WCM Investment Management
California
$15.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$41.4M
4
Millennium Management
4
Millennium Management
New York
$13.5M
5
BlackRock
5
BlackRock
New York
$700M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.87M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$291M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$25.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$113M
5
Franklin Resources
5
Franklin Resources
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
201
Yorktown Management & Research Company
Virginia
$351K – – –
HSBC Holdings
202
HSBC Holdings
United Kingdom
$348K -$25.5K -167 -7%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$345K -$6.69K -44 -2%
CC
204
Chicago Capital
Illinois
$341K – – –
TSS
205
Two Sigma Securities
New York
$337K -$271K -1,772 -45%
WF
206
WoodTrust Financial
Wisconsin
$333K – – –
PWG
207
Portside Wealth Group
Utah
$332K -$11.8K -77 -3%
MWP
208
Madison Wealth Partners
Wisconsin
$303K – – –
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$301K -$83.7K -548 -22%
CG
210
Cynosure Group
Utah
$301K -$45.4K -297 -13%
SWM
211
Spire Wealth Management
Virginia
$298K -$153 -1 -0.1%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$297K – – –
LA
213
Lindenwold Advisors
Pennsylvania
$289K +$153 +1 +0.1%
IFWM
214
Institute for Wealth Management
Colorado
$289K -$4.28K -28 -1%
ET
215
Entropy Technologies
New York
$284K +$284K +1,856 New
HF
216
HRT Financial
New York
$282K +$282K +1,849 New
VI
217
Versor Investments
New York
$275K +$275K +1,800 New
GCM
218
Graham Capital Management
Connecticut
$269K +$269K +1,760 New
SL
219
Summitry LLC
California
$269K +$77.6K +508 +41%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$258K +$13.7K +90 +6%
PA
221
Profund Advisors
Maryland
$256K -$9.17K -60 -3%
FCFC
222
First Commonwealth Financial Corp
Pennsylvania
$255K -$127K -834 -33%
VFA
223
Values First Advisors
Tennessee
$254K +$65.2K +427 +35%
Mariner
224
Mariner
Kansas
$247K -$9.32K -61 -4%
FC
225
Forte Capital
New York
$233K -$12.2K -80 -5%
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