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Novanta

284 hedge funds and large institutions have $6.08B invested in Novanta in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 89 increasing their positions, 104 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

11% more funds holding

Funds holding: 257284 (+27)

2% more capital invested

Capital invested by funds: $5.98B → $6.08B (+$99.7M)

2.11% less ownership

Funds ownership: 99.21%97.11% (-2.1%)

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 104

28% less call options, than puts

Call options by funds: $4.79M | Put options by funds: $6.66M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
284
Holders Change
+27
Holders Change %
+10.51%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
41
Increased
89
Reduced
104
Closed
12
Calls
$4.79M
Puts
$6.66M
Net Calls
-$1.87M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$774M -$2.26M -13,787 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$675M +$7.53M +45,937 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$351M +$13.1M +79,718 +4%
CCA
4
Conestoga Capital Advisors
Pennsylvania
$227M +$1.97M +12,040 +0.9%
State Street
5
State Street
Massachusetts
$219M +$5.93M +36,142 +3%
WA
6
Wasatch Advisors
Utah
$168M +$6.11M +37,238 +4%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$167M -$1.74M -10,615 -1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$158M -$4.37M -26,631 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$149M +$5.01M +30,530 +4%
Macquarie Group
10
Macquarie Group
Australia
$146M -$809K -4,932 -0.6%
GCM
11
Geneva Capital Management
Wisconsin
$136M -$663K -4,040 -0.5%
Capital International Investors
12
Capital International Investors
California
$132M
JP Morgan Chase
13
JP Morgan Chase
New York
$127M -$15.6M -95,140 -12%
AllianceBernstein
14
AllianceBernstein
Tennessee
$126M -$37.7M -229,841 -24%
Invesco
15
Invesco
Georgia
$118M +$14.9M +90,672 +16%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$116M +$529K +3,226 +0.5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$115M -$831K -5,069 -0.8%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$106M -$1.74M -10,637 -2%
T. Rowe Price Investment Management
19
T. Rowe Price Investment Management
Maryland
$100M -$4.01M -24,447 -4%
Artisan Partners
20
Artisan Partners
Wisconsin
$95M -$5.39M -32,853 -6%
CIP
21
Champlain Investment Partners
Vermont
$90.5M -$1.33M -8,125 -2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$90.1M -$6.05M -36,899 -7%
Axa
23
Axa
France
$75.4M -$1.52M -9,237 -2%
Charles Schwab
24
Charles Schwab
California
$74.6M +$988K +6,021 +1%
Northern Trust
25
Northern Trust
Illinois
$74.1M -$5.97M -36,418 -8%

NOVT Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Novanta (NOVT) for Q1 2024, worth a combined $6.08B — up 1.7% from $5.98B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NOVT positions and 12 closed out — a net gain of 29 holders — while 89 added to existing stakes and 104 trimmed.

The largest buyer was Franklin Resources, adding an estimated $16.2M. The largest seller was Morgan Stanley, cutting an estimated $52.7M.

  • 284 institutional investors held Novanta (NOVT) as of Q1 2024, up from 257 in Q4 2023.
  • Funds reported $6.08B of Novanta stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 41 funds opened new Novanta positions in Q1 2024 and 12 closed out, a net change of +29 holders.
  • The largest Novanta buyer in Q1 2024 was Franklin Resources, an estimated $16.2M added.
  • The largest Novanta seller in Q1 2024 was Morgan Stanley, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2024.