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Northern Trust

563 hedge funds and large institutions have $12.3B invested in Northern Trust in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 189 increasing their positions, 190 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

2% more funds holding

Funds holding: 550563 (+13)

3% more capital invested

Capital invested by funds: $11.9B → $12.3B (+$367M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 190

4% less call options, than puts

Call options by funds: $21.8M | Put options by funds: $22.7M

Holders
563
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
15.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
58
Increased
189
Reduced
190
Closed
41
Calls
$21.8M
Puts
$22.7M
Net Calls
-$885K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
501
Mercer Capital Advisers
New Jersey
$66K
PFS
502
Physicians Financial Services
North Carolina
$66K
LNB
503
Ledyard National Bank
$58K
ASN
504
Advisory Services Network
Georgia
$57K -$3.41K -49 -5%
BAM
505
Barrett Asset Management
New York
$53K
GLI
506
Guardian Life Insurance
New York
$53K
QCG
507
Quadrant Capital Group
Ohio
$52K +$15.9K +229 +38%
HNB
508
Huntington National Bank
Ohio
$49K -$12.6K -181 -20%
MFS
509
MSI Financial Services
Massachusetts
$46K -$1.11K -16 -2%
EFSCE
510
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
SBL
511
Sargent Bickham Lagudis
Colorado
$46K
IPC
512
Independent Portfolio Consultants
Florida
$44K
EWM
513
Evercore Wealth Management
New York
$42K -$17.1K -245 -28%
SAMC
514
Shinko Asset Management Company
Japan
$37K -$4.6K -66 -11%
DBT
515
Dubuque Bank & Trust
Iowa
$37K +$27.9K +400 +250%
AIM
516
Arcadia Investment Management
Michigan
$33K
LWM
517
LBA Wealth Management
Florida
$27K
TC
518
Trust Company
Kansas
$27K
MUS
519
Mitsubishi UFJ Securities
Japan
$27K +$28.5K +410 New
MRCM
520
M&R Capital Management
New Jersey
$26K +$27.9K +400 New
VCM
521
Versant Capital Management
Arizona
$25K
TDC
522
Thompson Davis & Co
Virginia
$24K -$905 -13 -3%
S
523
SignatureFD
Georgia
$23K -$209 -3 -0.8%
ANBT
524
American National Bank & Trust
Texas
$23K
EWM
525
Endurance Wealth Management
Rhode Island
$20K