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Northern Trust
NTRS

Overview Fund Activity

586 hedge funds and large institutions have $13B invested in Northern Trust in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 196 increasing their positions, 229 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
-92
Holders Change %
-13.57%
% of All Funds
12.94%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
43
Increased
196
Reduced
229
Closed
125
Calls
$43.4M
Puts
$30.1M
Net Calls
+$13.3M
Net Calls Change
-$20.3M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$132M
2
NI
Nuance Investments
Missouri
+$94.8M
3
FMI
Fiduciary Management Inc
Wisconsin
+$93.7M
4
Truist Financial
Truist Financial
North Carolina
+$58M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$111M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$95.5M
3
Wells Fargo
Wells Fargo
California
-$64.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$54.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$39.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
526
Steward Partners Investment Advisory
New York
$20K +$4.48K +60 +29%
MCA
527
Mercer Capital Advisers
New Jersey
$19K – – –
IBOK
528
Independence Bank of Kentucky
Kentucky
$18K – – –
ZB
529
Zions Bancorporation
Utah
$17K -$26.3K -340 -61%
BCA
530
Berman Capital Advisors
Georgia
$16K -$717 -10 -4%
KPW
531
Kore Private Wealth
New York
$16K +$15.5K +200 +3,333%
AA
532
Advisory Alpha
Michigan
$15.1K – – –
RE
533
RBC Europe
United Kingdom
$15.1K – – –
CFG
534
Citizens Financial Group
Rhode Island
$15K +$3.66K +49 +32%
CFA
535
Carroll Financial Associates
North Carolina
$14K – – –
BBHC
536
Brown Brothers Harriman & Co
New York
$13K -$28.5K -368 -69%
GAM
537
Gemmer Asset Management
California
$13K – – –
M
538
Mirova
France
$12K – – –
EW
539
Evoke Wealth
California
$11.2K -$3.88K -51 -26%
TI
540
Truehand Inc
New Hampshire
$11K – – –
SIM
541
Sonora Investment Management
Arizona
$11K – – –
SLF
542
Sun Life Financial
Ontario, Canada
$10K -$79 -1 -0.8%
FWM
543
FSA Wealth Management
Massachusetts
$10K – – –
AIC
544
Ameritas Investment Company
Nebraska
$10K +$7.56K +102 +309%
BL
545
Balentine LLC
Georgia
$10K +$8.86K +116 +773%
JG
546
Jefferies Group
New York
$9K -$2.58M -34,455 -100%
AF
547
Advisornet Financial
Minnesota
$9K – – –
OSNBOA
548
Old Second National Bank of Aurora
Illinois
$8K -$4K -50 -33%
VCM
549
Versant Capital Management
Arizona
$8K -$211 -3 -3%
AP
550
Atwood & Palmer
Missouri
$8K – – –
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