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Northern Trust

675 hedge funds and large institutions have $14.8B invested in Northern Trust in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 240 increasing their positions, 230 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
9.79%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
73
Increased
240
Reduced
230
Closed
60
Calls
$84.2M
Puts
$41.9M
Net Calls
+$42.4M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
501
MAI Capital Management
Ohio
$264K +$17.4K +196 +7%
VFA
502
Valeo Financial Advisors
Indiana
$260K -$31.3K -371 -11%
PWP
503
Perfromance Wealth Partners
Illinois
$253K -$1.51K -17 -0.6%
MSWM
504
Mowery & Schoenfeld Wealth Management
Illinois
$246K
FMLI
505
Fukoku Mutual Life Insurance
Japan
$245K
HTC
506
Haverford Trust Company
Pennsylvania
$244K
LB
507
Legacy Bridge
Iowa
$240K
AWM
508
Apollon Wealth Management
South Carolina
$240K +$10.5K +118 +5%
PGFC
509
Peapack-Gladstone Financial Corp
New Jersey
$239K +$26K +292 +12%
AIP
510
Ameritas Investment Partners
Nebraska
$238K -$25.3K -284 -10%
HWM
511
HB Wealth Management
Georgia
$237K -$2.93K -33 -1%
SP
512
Symmetry Partners
Connecticut
$232K
CW
513
CreativeOne Wealth
Kansas
$229K +$229K +2,574 New
DWA
514
Delap Wealth Advisory
Oregon
$226K +$226K +2,542 New
AP
515
Appleton Partners
Massachusetts
$224K -$12K -135 -5%
PCA
516
Pallas Capital Advisors
Massachusetts
$222K +$222K +2,498 New
ACM
517
AlphaStar Capital Management
North Carolina
$221K +$221K +2,487 New
FSA
518
Franklin Street Advisors
North Carolina
$220K
EWA
519
EP Wealth Advisors
California
$219K +$8.27K +93 +4%
CMAI
520
Capital Management Associates Inc
Minnesota
$217K +$217K +2,440 New
SW
521
SVB Wealth
Massachusetts
$216K -$8.27K -93 -4%
PCMF
522
Private Capital Management (Florida)
Florida
$216K
TAM
523
Trust Asset Management
Texas
$215K
Qube Research & Technologies (QRT)
524
Qube Research & Technologies (QRT)
United Kingdom
$214K
CWS
525
Confluence Wealth Services
Pennsylvania
$213K +$213K +2,396 New