NTRS icon

Northern Trust
NTRS

Overview Fund Activity

660 hedge funds and large institutions have $12.7B invested in Northern Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
–
Holders Change %
0%
% of All Funds
10.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
71
Increased
225
Reduced
229
Closed
70
Calls
$40.7M
Puts
$26.3M
Net Calls
+$14.4M
Net Calls Change
+$3.89M

Top Buyers

1
NI
Nuance Investments
Missouri
+$61.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$56M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$46.1M
4
BTW
Boston Trust Walden
Massachusetts
+$29.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$27.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$335M
2
Goldman Sachs
Goldman Sachs
New York
-$69M
3
Bank of America
Bank of America
North Carolina
-$49M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$40.1M
5
Artisan Partners
Artisan Partners
Wisconsin
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
451
First Trust Direct Indexing
Massachusetts
$282K -$106K -1,425 -27%
MF
452
Magnetar Financial
Illinois
$281K +$281K +3,790 New
PA
453
Pinnacle Associates
New York
$280K +$33K +445 +13%
GT
454
Glenview Trust
Kentucky
$280K +$79.3K +1,069 +40%
TCM
455
Teza Capital Management
Illinois
$277K +$277K +3,735 New
AMG
456
Advisors Management Group
Wisconsin
$271K – – –
TC
457
Telemus Capital
Michigan
$267K -$3.49K -47 -1%
LWAM
458
Legacy Wealth Asset Management
Minnesota
$267K +$5.26K +71 +2%
PP
459
Paloma Partners
Connecticut
$266K +$266K +3,583 New
CC
460
Centiva Capital
New York
$265K -$629K -8,478 -70%
CCM
461
Coldstream Capital Management
Washington
$263K -$32.6K -440 -11%
Wealthfront Advisers
462
Wealthfront Advisers
California
$262K -$196K -2,638 -43%
Cetera Investment Advisers
463
Cetera Investment Advisers
Illinois
$261K +$222 +3 +0.1%
CAN
464
Cetera Advisor Networks
California
$260K -$47.3K -638 -15%
ET
465
Equitable Trust
Tennessee
$259K +$75.6K +1,020 +41%
WP
466
Waycross Partners
Kentucky
$256K +$256K +3,450 New
LCM
467
Liberty Capital Management
Michigan
$254K -$52.6K -710 -17%
AP
468
Appleton Partners
Massachusetts
$253K -$20.4K -275 -7%
MIM
469
Meridiem Investment Management
United Kingdom
$252K – – –
MC
470
Moors & Cabot
Massachusetts
$250K – – –
LRPA
471
L. Roy Papp & Associates
Arizona
$245K – – –
DBIA
472
Dumont & Blake Investment Advisors
New Jersey
$244K +$40.1K +541 +20%
AWS
473
Atria Wealth Solutions
New York
$243K -$1.12K -15 -0.5%
LC
474
Lincoln Capital
Nebraska
$239K – – –
SP
475
Symmetry Partners
Connecticut
$239K – – –
17 18
19
20 21