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Northern Trust

681 hedge funds and large institutions have $15.5B invested in Northern Trust in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 232 increasing their positions, 232 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+11
Holders Change %
+1.64%
% of All Funds
10.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
86
Increased
232
Reduced
232
Closed
64
Calls
$31.6M
Puts
$20.8M
Net Calls
+$10.7M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$348K -$102K -1,150 -23%
TC
427
Telemus Capital
Michigan
$346K
CCM
428
Coldstream Capital Management
Washington
$342K +$342K +3,863 New
BIM
429
Barton Investment Management
Pennsylvania
$341K
BL
430
Balentine LLC
Georgia
$335K +$47.5K +537 +17%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$329K -$94.9K -1,072 -22%
FWM
432
FFT Wealth Management
Pennsylvania
$328K +$49K +554 +18%
AIA
433
Alera Investment Advisors
Illinois
$327K -$10.7K -121 -3%
SW
434
SVB Wealth
Massachusetts
$326K -$11.4K -129 -3%
AMG
435
Advisors Management Group
Wisconsin
$324K
SFA
436
Sequoia Financial Advisors
Ohio
$322K +$40.6K +459 +14%
HT
437
Heritage Trust
Oklahoma
$319K
TMAM
438
Tokio Marine Asset Management
Japan
$318K +$41.4K +468 +15%
LWAM
439
Legacy Wealth Asset Management
Minnesota
$316K -$9.03K -102 -3%
ACS
440
Archford Capital Strategies
Illinois
$312K +$64.5K +729 +26%
CS
441
Comerica Securities
Michigan
$312K -$14.7K -165 -5%
HI
442
Horizon Investments
North Carolina
$308K +$308K +3,483 New
CC
443
Corton Capital
Ontario, Canada
$307K +$58.1K +657 +23%
AWS
444
Atria Wealth Solutions
New York
$301K +$6.51K +73 +2%
MIM
445
Meridiem Investment Management
United Kingdom
$301K
MC
446
Moors & Cabot
Massachusetts
$299K
AA
447
ALPS Advisors
Colorado
$295K
ACP
448
Aviance Capital Partners
Florida
$294K +$294K +3,318 New
LRPA
449
L. Roy Papp & Associates
Arizona
$292K -$38.1K -430 -12%
LC
450
Lincoln Capital
Nebraska
$291K -$89 -1 -0%