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Northern Trust

660 hedge funds and large institutions have $15.2B invested in Northern Trust in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 240 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-21
Holders Change %
-3.08%
% of All Funds
10.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
240
Reduced
224
Closed
59
Calls
$34.6M
Puts
$24.2M
Net Calls
+$10.5M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
426
Panagora Asset Management
Massachusetts
$338K -$623K -7,068 -65%
NAS
427
Nicolet Advisory Services
Wisconsin
$338K +$338K +3,893 New
ACS
428
Archford Capital Strategies
Illinois
$334K +$25.3K +289 +8%
AIA
429
Alera Investment Advisors
Illinois
$331K +$5.2K +59 +2%
QT
430
Quantamental Technologies
New York
$327K -$132K -1,494 -29%
AP
431
Appleton Partners
Massachusetts
$325K -$216K -2,458 -40%
TI
432
Tidal Investments
Wisconsin
$325K +$325K +3,687 New
AMG
433
Advisors Management Group
Wisconsin
$323K
TC
434
Telemus Capital
Michigan
$322K
HT
435
Heritage Trust
Oklahoma
$317K
CS
436
Comerica Securities
Michigan
$317K +$5.42K +61 +2%
SFA
437
Sequoia Financial Advisors
Ohio
$311K -$9.7K -110 -3%
LWAM
438
Legacy Wealth Asset Management
Minnesota
$311K -$3.35K -38 -1%
EGM
439
Engineers Gate Manager
New York
$310K -$233K -2,641 -43%
Cetera Investment Advisers
440
Cetera Investment Advisers
Illinois
$310K +$24.8K +281 +9%
HTC
441
Haverford Trust Company
Pennsylvania
$308K +$19.6K +222 +7%
AWM
442
AE Wealth Management
Kansas
$301K +$30.9K +351 +11%
MIM
443
Meridiem Investment Management
United Kingdom
$300K
ACP
444
Aviance Capital Partners
Florida
$298K +$6.08K +69 +2%
MC
445
Moors & Cabot
Massachusetts
$297K
SPW
446
Sonoma Private Wealth
California
$297K +$60.5K +687 +26%
PA
447
Pinnacle Associates
New York
$294K +$7.84K +89 +3%
LRPA
448
L. Roy Papp & Associates
Arizona
$291K
AWS
449
Atria Wealth Solutions
New York
$290K -$10.5K -118 -3%
PFO
450
Pathstone Family Office
New Jersey
$287K -$765K -7,819 -73%