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Northern Trust

687 hedge funds and large institutions have $14B invested in Northern Trust in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 257 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+12
Holders Change %
+1.78%
% of All Funds
9.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
74
Increased
230
Reduced
257
Closed
53
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$32.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
501
Mirabella Financial Services
United Kingdom
$245K -$572K -6,809 -70%
Lido Advisors
502
Lido Advisors
California
$243K -$87.1K -1,029 -26%
GI
503
GAMMA Investing
California
$243K +$68.3K +813 +39%
FNA
504
First National Advisers
Nebraska
$240K -$76.3K -909 -24%
WA
505
Waverly Advisors
Alabama
$239K +$239K +2,851 New
CW
506
CreativeOne Wealth
Kansas
$239K +$23K +274 +11%
PWP
507
Perfromance Wealth Partners
Illinois
$239K
MSWM
508
Mowery & Schoenfeld Wealth Management
Illinois
$232K
Walleye Trading
509
Walleye Trading
New York
$232K +$232K +2,758 New
WF
510
Welch & Forbes
Massachusetts
$231K -$50.4K -600 -18%
FMLI
511
Fukoku Mutual Life Insurance
Japan
$231K
HTC
512
Haverford Trust Company
Pennsylvania
$230K
CTC
513
Central Trust Company
Missouri
$229K -$37.8K -450 -14%
LB
514
Legacy Bridge
Iowa
$227K
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$226K
VFA
516
Valeo Financial Advisors
Indiana
$224K -$35K -417 -14%
AIP
517
Ameritas Investment Partners
Nebraska
$224K -$840 -10 -0.4%
QT
518
Quantbot Technologies
New York
$221K +$221K +2,635 New
PP
519
Paloma Partners
Connecticut
$220K -$1.44M -17,199 -87%
AWM
520
Apollon Wealth Management
South Carolina
$219K -$7.47K -89 -3%
SP
521
Symmetry Partners
Connecticut
$219K
BP
522
Ballentine Partners
Massachusetts
$216K -$101K -1,197 -32%
CAM
523
Close Asset Management
United Kingdom
$216K +$111K +1,320 +106%
EWA
524
EP Wealth Advisors
California
$216K +$8.57K +102 +4%
SAG
525
SageView Advisory Group
California
$211K +$211K +2,508 New