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Novanta

231 hedge funds and large institutions have $4.79B invested in Novanta in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,200% more call options, than puts

Call options by funds: $1.72M | Put options by funds: $14K

1.32% more ownership

Funds ownership: 94.61%95.93% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 233231 (-2)

19% less capital invested

Capital invested by funds: $5.93B → $4.79B (-$1.14B)

Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
91
Reduced
86
Closed
24
Calls
$1.72M
Puts
$14K
Net Calls
+$1.71M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$466M -$81.3K -573 -0%
BlackRock
2
BlackRock
New York
$347M -$2.42M -17,074 -0.7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$297M -$7.54M -53,115 -2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$276M -$7.7M -54,283 -3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$245M +$4.21M +29,685 +2%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$200M +$25.4M +179,209 +15%
WA
7
Wasatch Advisors
Utah
$174M -$6.04M -42,582 -3%
Artisan Partners
8
Artisan Partners
Wisconsin
$161M -$12M -84,843 -7%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$145M +$14.6M +102,856 +11%
Capital International Investors
10
Capital International Investors
California
$145M +$639K +4,500 +0.4%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$142M -$4.4M -30,982 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$131M +$29.8K +210 +0%
State Street
13
State Street
Massachusetts
$101M +$2.55M +17,998 +3%
FAM
14
Fred Alger Management
New York
$97.5M +$15.1M +106,318 +18%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$94M -$2.59M -18,257 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$89.6M +$2.64M +18,604 +3%
GCM
17
Geneva Capital Management
Wisconsin
$81.7M +$5.66M +39,922 +7%
Axa
18
Axa
France
$81.5M +$55.6K +392 +0.1%
Goldman Sachs
19
Goldman Sachs
New York
$73.5M +$4.75M +33,454 +7%
Federated Hermes
20
Federated Hermes
Pennsylvania
$60.6M
Invesco
21
Invesco
Georgia
$57.5M +$3.85M +27,161 +7%
GKIM
22
GW&K Investment Management
Massachusetts
$56.9M +$12.6M +89,090 +29%
Ameriprise
23
Ameriprise
Minnesota
$56.7M +$11.9M +83,880 +27%
AAM
24
Ardevora Asset Management
United Kingdom
$53M +$2.47M +17,391 +5%
Northern Trust
25
Northern Trust
Illinois
$52.5M -$2.06M -14,499 -4%

NOVT Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q1 2022, worth a combined $4.79B — down 19% from $5.93B a quarter earlier.

Fund positioning in NOVT was balanced in Q1 2022: 24 funds opened new positions, 24 closed out, 91 added to existing stakes and 86 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $46.9M. The largest seller was Spire Wealth Management, cutting an estimated $13.7M.

  • 231 institutional investors held Novanta (NOVT) as of Q1 2022, down from 233 in Q4 2021.
  • Funds reported $4.79B of Novanta stock for Q1 2022, down 19% quarter-over-quarter.
  • 24 funds opened new Novanta positions in Q1 2022 and 24 closed out, a net change of 0 holders.
  • The largest Novanta buyer in Q1 2022 was Champlain Investment Partners, an estimated $46.9M added.
  • The largest Novanta seller in Q1 2022 was Spire Wealth Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2022.