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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 %
EWM
576
Endurance Wealth Management
Rhode Island
$26K
HIA
577
Harbor Investment Advisory
Maryland
$25K
DAC
578
Dividend Assets Capital
South Carolina
$23K
FPFS
579
First Personal Financial Services
North Carolina
$22K -$10.1K -115 -32%
C
580
Covestor
United Kingdom
$21K -$19K -218 -47%
TSW
581
Thompson Siegel & Walmsley
Virginia
$21K
MCM
582
MV Capital Management
Maryland
$19.2K -$264 -3 -1%
RG
583
Retirement Group
California
$19K
DA
584
Denali Advisors
California
$17.6K -$26.4K -300 -60%
VCM
585
Versant Capital Management
Arizona
$17.5K -$529 -6 -3%
LS
586
Livforsakringsbolaget Skandia
Sweden
$17.4K
ADL
587
Asset Dedication LLC
California
$17K
Loomis, Sayles & Company
588
Loomis, Sayles & Company
Massachusetts
$17K +$17K +189 New
GWS
589
Glassman Wealth Services
Virginia
$16.8K -$793 -9 -5%
FRA
590
Front Row Advisors
California
$16K -$173 -2 -1%
HCP
591
Hexagon Capital Partners
Arkansas
$15.7K +$1.15K +13 +8%
IBOK
592
Independence Bank of Kentucky
Kentucky
$15.4K
BWM
593
BerganKDV Wealth Management
Minnesota
$12.4K
TWC
594
TD Waterhouse Canada
Ontario, Canada
$11.7K
TFP
595
Tilia Fiduciary Partners
North Carolina
$11.4K
PFP
596
Pinnacle Financial Partners
Tennessee
$10.9K
DWA
597
Delos Wealth Advisors
Texas
$10.8K
IA
598
IFP Advisors
Florida
$10.3K -$7.94K -75 -44%
AT
599
Avalon Trust
New Mexico
$10.2K +$10.2K +116 New
FFA
600
Farther Finance Advisors
California
$9.52K -$10.7K -121 -53%