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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 %
IUHSA
551
Itau Unibanco Holding S.A.
Brazil
$40.4K +$40.4K +545 New
SPIA
552
Steward Partners Investment Advisory
New York
$38.9K -$2.67K -36 -6%
SIC
553
Salem Investment Counselors
North Carolina
$37.7K – – –
CSPIA
554
Cary Street Partners Investment Advisory
Virginia
$33.4K -$519 -7 -2%
DMBA
555
Deseret Mutual Benefit Administrators
Utah
$32.1K +$1.34K +18 +4%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$29.8K +$2.97K +40 +11%
BWP
557
Baldwin Wealth Partners
Massachusetts
$29.7K – – –
WBC
558
Westpac Banking Corp
Australia
$26.9K -$1.14M -15,404 -98%
GBT
559
Grove Bank & Trust
Florida
$26.6K -$40.3K -543 -60%
LJHT
560
Laurie J. Hall Trustee
$26K – – –
TCOV
561
Trust Company of Vermont
Vermont
$25.7K – – –
CB
562
CNB Bank
Pennsylvania
$25.6K – – –
SOW
563
State of Wyoming
Wyoming
$24.5K +$445 +6 +2%
CFGS
564
Concourse Financial Group Securities
Alabama
$24.2K +$749 +10 +3%
CFO
565
CVA Family Office
Colorado
$22.6K +$20.8K +280 +1,120%
PFG
566
Piershale Financial Group
Illinois
$22.2K – – –
AS
567
AM Squared
Hong Kong
$22.2K +$22.2K +300 New
EWM
568
Endurance Wealth Management
Rhode Island
$22K – – –
HIA
569
Harbor Investment Advisory
Maryland
$21.1K – – –
SWM
570
Spire Wealth Management
Virginia
$20.6K -$1.49K -20 -7%
RG
571
Retirement Group
California
$20.4K – – –
AF
572
Allworth Financial
California
$20.3K -$2.97K -40 -13%
SSG
573
Summit Securities Group
New York
$20K -$10K -136 -33%
DAC
574
Dividend Assets Capital
South Carolina
$19K – – –
FPFS
575
First Personal Financial Services
North Carolina
$18.5K – – –
21 22
23
24 25