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Northern Trust

638 hedge funds and large institutions have $11.7B invested in Northern Trust in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 252 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-22
Holders Change %
-3.33%
% of All Funds
10.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
53
Increased
219
Reduced
252
Closed
66
Calls
$53.2M
Puts
$39.5M
Net Calls
+$13.8M
Net Calls Change
-$626K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
351
Claro Advisors
Massachusetts
$567K +$98.8K +1,422 +21%
SIM
352
Studio Investment Management
Illinois
$550K +$189K +2,699 +52%
RGC
353
Roberts, Glore & Co
Illinois
$548K +$1.74K +25 +0.3%
MCM
354
Monarch Capital Management
Indiana
$545K
KRSITF
355
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$540K +$19.9K +286 +4%
Vontobel Holding
356
Vontobel Holding
Switzerland
$539K
SCM
357
Stevens Capital Management
Pennsylvania
$533K +$533K +7,667 New
YIH
358
Y-Intercept (HK)
Hong Kong
$532K +$532K +7,662 New
CWM
359
Compass Wealth Management
Connecticut
$530K -$112K -1,616 -17%
Assenagon Asset Management
360
Assenagon Asset Management
Luxembourg
$528K +$64.8K +933 +14%
WS
361
Wedbush Securities
California
$524K +$88.8K +1,278 +20%
RJFSA
362
Raymond James Financial Services Advisors
Florida
$524K -$193K -2,772 -27%
BCM
363
Brookstone Capital Management
Illinois
$518K +$32K +489 +7%
NRD
364
Nebula Research & Development
New York
$515K +$515K +7,412 New
MYAM
365
Meiji Yasuda Asset Management
Japan
$508K +$123K +1,770 +32%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$508K +$47.8K +689 +10%
GAG
367
GM Advisory Group
New York
$505K +$101K +1,457 +25%
Lido Advisors
368
Lido Advisors
California
$501K -$22.4K -323 -4%
EF
369
Empirical Finance
Pennsylvania
$501K +$50.7K +730 +11%
P
370
Pitcairn
Pennsylvania
$496K -$6.67K -96 -1%
CFA
371
CWS Financial Advisors
Michigan
$493K -$3.54K -51 -0.7%
VF
372
Virtu Financial
New York
$490K +$123K +1,763 +33%
KFC
373
Klingenstein Fields & Co
New York
$477K +$105K +1,510 +28%
VC
374
Vestor Capital
Illinois
$472K -$69.5K -1,000 -13%
BBVA
375
Banco Bilbao Vizcaya Argentaria
Spain
$455K +$3.82K +55 +0.8%