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Novanta

255 hedge funds and large institutions have $4.72B invested in Novanta in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

15% more capital invested

Capital invested by funds: $4.09B → $4.72B (+$632M)

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

2% more call options, than puts

Call options by funds: $625K | Put options by funds: $611K

1% more funds holding

Funds holding: 253255 (+2)

0.02% less ownership

Funds ownership: 99.18%99.17% (-0.02%)

Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
100
Reduced
87
Closed
26
Calls
$625K
Puts
$611K
Net Calls
+$14K
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$574M +$21.1M +150,529 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$470M +$8.91M +63,684 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$203M -$13.3M -94,797 -6%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$190M -$808K -5,770 -0.4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$175M -$49M -350,281 -21%
State Street
6
State Street
Massachusetts
$156M +$2.68M +19,131 +2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$144M -$7.54M -53,854 -5%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$141M -$415K -2,963 -0.3%
WA
9
Wasatch Advisors
Utah
$140M +$7.97M +56,906 +6%
Capital International Investors
10
Capital International Investors
California
$138M
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$134M +$72.5M +517,824 +111%
Artisan Partners
12
Artisan Partners
Wisconsin
$108M -$5.3M -37,896 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$105M -$9.63M -68,829 -8%
Macquarie Group
14
Macquarie Group
Australia
$93.5M +$7.49M +53,523 +8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$90.7M +$3.08M +21,983 +3%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$89.3M -$16.6M -118,309 -15%
GCM
17
Geneva Capital Management
Wisconsin
$88.1M +$87.9K +628 +0.1%
CIP
18
Champlain Investment Partners
Vermont
$84.1M -$6.94M -49,605 -7%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$80.4M +$33.6M +240,103 +68%
Invesco
20
Invesco
Georgia
$73.1M +$8.08M +57,722 +12%
Axa
21
Axa
France
$72M -$4.37M -31,241 -6%
Northern Trust
22
Northern Trust
Illinois
$63.3M +$70.8K +506 +0.1%
FAM
23
Fred Alger Management
New York
$58.2M +$12.1M +86,273 +25%
Federated Hermes
24
Federated Hermes
Pennsylvania
$55.1M -$6.76M -48,297 -11%
Ameriprise
25
Ameriprise
Minnesota
$54.5M -$10.2M -73,058 -15%

NOVT Hedge Fund Activity: Q4 2022 in Review

255 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q4 2022, worth a combined $4.72B — up 15% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NOVT positions and 26 closed out — a net gain of 6 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $72.5M. The largest seller was Neuberger Berman Group, cutting an estimated $49M.

  • 255 institutional investors held Novanta (NOVT) as of Q4 2022, up from 253 in Q3 2022.
  • Funds reported $4.72B of Novanta stock for Q4 2022, up 15% quarter-over-quarter.
  • 32 funds opened new Novanta positions in Q4 2022 and 26 closed out, a net change of +6 holders.
  • The largest Novanta buyer in Q4 2022 was T. Rowe Price Associates, an estimated $72.5M added.
  • The largest Novanta seller in Q4 2022 was Neuberger Berman Group, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2022.