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Novanta

195 hedge funds and large institutions have $3.36B invested in Novanta in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,374% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $263K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

5% more funds holding

Funds holding: 185195 (+10)

0.74% more ownership

Funds ownership: 89.96%90.71% (+0.74%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $3.37B → $3.36B (-$13M)

9% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 76

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
69
Reduced
76
Closed
13
Calls
$3.88M
Puts
$263K
Net Calls
+$3.61M
Net Calls Change
-$103K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$327M -$12M -113,402 -4%
BlackRock
2
BlackRock
New York
$265M -$8.95M -84,687 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$259M -$2.3M -21,760 -0.9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$208M -$386K -3,652 -0.2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$173M +$9.38M +88,693 +6%
Artisan Partners
6
Artisan Partners
Wisconsin
$123M +$2.08M +19,678 +2%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$110M +$3.94M +37,280 +4%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$106M -$1.15M -10,920 -1%
Wells Fargo
9
Wells Fargo
California
$106M -$28M -264,515 -21%
WA
10
Wasatch Advisors
Utah
$96.1M +$4.05M +38,308 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$82.3M -$970K -9,172 -1%
State Street
12
State Street
Massachusetts
$71.4M -$3.92M -37,054 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$62.6M +$16.2M +153,336 +36%
PIM
14
Paradice Investment Management
Colorado
$58.9M -$6.67M -63,092 -10%
GCM
15
Geneva Capital Management
Wisconsin
$58.5M +$1.52M +14,336 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$53.4M -$1.29M -12,191 -2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$51.3M +$976K +9,235 +2%
Goldman Sachs
18
Goldman Sachs
New York
$50.7M +$5.64M +53,371 +12%
Axa
19
Axa
France
$50.1M +$3.05M +28,818 +6%
Northern Trust
20
Northern Trust
Illinois
$47.7M -$2.85M -26,944 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$47.2M -$4.68M -44,255 -9%
WRF
22
Waddell & Reed Financial
Kansas
$44.3M +$70.3K +665 +0.2%
ACB
23
Aristotle Capital Boston
Massachusetts
$39.7M +$494K +4,674 +1%
Ameriprise
24
Ameriprise
Minnesota
$37.3M +$9.89M +93,511 +36%
Capital International Investors
25
Capital International Investors
California
$35.3M

NOVT Hedge Fund Activity: Q3 2020 in Review

195 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q3 2020, worth a combined $3.36B — down 0.38% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NOVT positions and 13 closed out — a net gain of 10 holders — while 69 added to existing stakes and 76 trimmed.

The largest buyer was DekaBank Deutsche Girozentrale, opening a new position worth an estimated $22.4M. The largest seller was Wells Fargo, cutting an estimated $28M.

  • 195 institutional investors held Novanta (NOVT) as of Q3 2020, up from 185 in Q2 2020.
  • Funds reported $3.36B of Novanta stock for Q3 2020, down 0.38% quarter-over-quarter.
  • 23 funds opened new Novanta positions in Q3 2020 and 13 closed out, a net change of +10 holders.
  • The largest Novanta buyer in Q3 2020 was DekaBank Deutsche Girozentrale, an estimated $22.4M added.
  • The largest Novanta seller in Q3 2020 was Wells Fargo, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2020.