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Novanta

185 hedge funds and large institutions have $3.37B invested in Novanta in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $4.2M | Put options by funds: $480K

127% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 15

33% more capital invested

Capital invested by funds: $2.53B → $3.37B (+$846M)

11% more funds holding

Funds holding: 167185 (+18)

0.19% less ownership

Funds ownership: 90.15%89.96% (-0.19%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
34
Increased
62
Reduced
64
Closed
15
Calls
$4.2M
Puts
$480K
Net Calls
+$3.72M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M -$980K -10,544 -0.3%
BlackRock
2
BlackRock
New York
$278M +$23.9M +256,675 +11%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$265M -$4.81M -51,775 -2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$211M +$2.74M +29,525 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$166M -$11.2M -120,944 -7%
Wells Fargo
6
Wells Fargo
California
$136M -$15M -161,918 -11%
Artisan Partners
7
Artisan Partners
Wisconsin
$122M +$10.4M +112,263 +11%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$109M +$440K +4,730 +0.5%
CCA
9
Conestoga Capital Advisors
Pennsylvania
$107M +$3.82M +41,130 +4%
WA
10
Wasatch Advisors
Utah
$93.3M +$400K +4,301 +0.5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$84.4M -$3.36M -36,207 -4%
State Street
12
State Street
Massachusetts
$76.3M +$1.03M +11,042 +2%
PIM
13
Paradice Investment Management
Colorado
$66.4M -$6.18M -66,533 -10%
GCM
14
Geneva Capital Management
Wisconsin
$57.7M +$9.33M +100,376 +23%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$55.5M +$1.02M +11,023 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$52.6M -$322K -3,467 -0.7%
Northern Trust
17
Northern Trust
Illinois
$51.2M +$945K +10,166 +2%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$51M +$6.7M +72,073 +18%
Axa
19
Axa
France
$47.7M -$2M -21,540 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$46M +$34.1M +367,209 +580%
Goldman Sachs
21
Goldman Sachs
New York
$45.7M +$2.79M +30,049 +8%
WRF
22
Waddell & Reed Financial
Kansas
$44.8M +$58.6K +631 +0.2%
ACB
23
Aristotle Capital Boston
Massachusetts
$39.8M +$3.81M +41,002 +12%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$36.6M -$3.33M -35,819 -9%
Capital International Investors
25
Capital International Investors
California
$35.8M

NOVT Hedge Fund Activity: Q2 2020 in Review

185 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q2 2020, worth a combined $3.37B — up 33% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NOVT positions and 15 closed out — a net gain of 19 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $34.1M. The largest seller was Deutsche Bank, cutting an estimated $28.7M.

  • 185 institutional investors held Novanta (NOVT) as of Q2 2020, up from 167 in Q1 2020.
  • Funds reported $3.37B of Novanta stock for Q2 2020, up 33% quarter-over-quarter.
  • 34 funds opened new Novanta positions in Q2 2020 and 15 closed out, a net change of +19 holders.
  • The largest Novanta buyer in Q2 2020 was JP Morgan Chase, an estimated $34.1M added.
  • The largest Novanta seller in Q2 2020 was Deutsche Bank, an estimated $28.7M sold.

Based on aggregated 13F filings for Q2 2020.