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Novanta

329 hedge funds and large institutions have $4.78B invested in Novanta in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 154 increasing their positions, 91 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 91

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.37% more ownership

Funds ownership: 109.13%113.5% (+4.4%)

4% more capital invested

Capital invested by funds: $4.61B → $4.78B (+$168M)

1% more funds holding

Funds holding: 327329 (+2)

76% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $54.6M

Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
47
Increased
154
Reduced
91
Closed
37
Calls
$12.9M
Puts
$54.6M
Net Calls
-$41.6M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
201
Alliance Wealth Advisors (Utah)
Utah
$488K +$542K +4,129 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$452K +$93.3K +711 +23%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$439K +$142K +1,084 +41%
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$436K +$40.9K +312 +9%
CGH
205
Crossmark Global Holdings
Texas
$429K +$18K +137 +4%
QCG
206
Quadrant Capital Group
Ohio
$420K -$5.51K -42 -1%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$415K +$48K +366 +12%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$413K +$207K +1,578 +82%
CPBTD
209
Central Pacific Bank - Trust Division
Hawaii
$392K +$90.7K +691 +26%
VPIM
210
Vanguard Personalized Indexing Management
California
$379K +$62.5K +476 +17%
PAS
211
Park Avenue Securities
New York
$371K +$110K +837 +36%
NG
212
Norden Group
Utah
$358K +$397K +3,028 New
NA
213
NewEdge Advisors
Louisiana
$353K +$6.82K +52 +2%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$336K +$18.2K +139 +5%
SOW
215
State of Wyoming
Wyoming
$333K +$370K +2,823 New
SAM
216
Securian Asset Management
Minnesota
$311K +$13.8K +105 +4%
VCA
217
Verdence Capital Advisors
Maryland
$306K +$28.7K +219 +9%
Canada Pension Plan Investment Board
218
Canada Pension Plan Investment Board
Ontario, Canada
$283K -$65.6K -500 -17%
Corient Private Wealth
219
Corient Private Wealth
Florida
$282K -$292K -2,227 -48%
SA
220
Sanctuary Advisors
Indiana
$280K +$29.4K +224 +10%
SLAM
221
Swiss Life Asset Management
$276K +$307K +2,341 New
PFM
222
Premier Fund Managers
United Kingdom
$275K -$247K -1,885 -44%
DnB Asset Management
223
DnB Asset Management
Norway
$274K +$305K +2,324 New
SFA
224
Sequoia Financial Advisors
Ohio
$273K -$32.9K -251 -10%
PF
225
Phoenix Financial
Israel
$271K