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Northern Trust
NTRS

Overview Fund Activity

655 hedge funds and large institutions have $14.4B invested in Northern Trust in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 203 increasing their positions, 267 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
-33
Holders Change %
-4.8%
% of All Funds
14.62%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
68
Increased
203
Reduced
267
Closed
95
Calls
$20M
Puts
$10.6M
Net Calls
+$9.43M
Net Calls Change
+$12.7M

Top Buyers

1
Primecap Management
Primecap Management
California
$407M
2
American Century Companies
American Century Companies
Missouri
$356M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$466M
4
CC
Carlson Capital
Texas
$66.6M
5
EVM
Eaton Vance Management
Massachusetts
$59.7M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
$557K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B
3
Millennium Management
Millennium Management
New York
$35.1M
4
JCM
Junto Capital Management
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
626
Proficio Capital Partners
Massachusetts
$4K -$1.19K -14 -23%
KTC
627
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
GWM
628
Geneos Wealth Management
Colorado
$4K +$4K +55 New
LFA
629
Legacy Financial Advisors
Kentucky
$3K -$3.29K -45 -52%
TFO
630
Tarbox Family Office
California
$3K -$1.14K -14 -27%
OFW
631
Omnia Family Wealth
Florida
$3K – – –
AC
632
Avestar Capital
New York
$3K – – –
FC
633
Ferris Capital
Massachusetts
$3K – – –
CAL
634
Capital Advisors Ltd
Ohio
$3K – – –
ACS
635
Archford Capital Strategies
Illinois
$3K – – –
TCOV
636
Trust Company of Vermont
Vermont
$3K – – –
GRP
637
Global Retirement Partners
California
$3K +$3K +34 New
EIM
638
Essex Investment Management
Massachusetts
$3K +$3K +40 New
CB
639
CNB Bank
Pennsylvania
$2K – – –
WEC
640
Winslow Evans & Crocker
Massachusetts
$2K – – –
SCA
641
Stuart Chaussee & Associates
California
$2K – – –
UB
642
UMB Bank
Missouri
$1.91K +$40 +478 +2%
TWA
643
TCI Wealth Advisors
Arizona
$1K -$333 -3 -25%
GWS
644
Glassman Wealth Services
Virginia
$1K – – –
TFA
645
Transamerica Financial Advisors
Florida
$1K – – –
NFG
646
Next Financial Group
Texas
$1K – – –
LFG
647
Larson Financial Group
Missouri
$1K +$1K +6 New
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$875 +7 +700%
UFF
649
USA Financial Formulas
Michigan
$1K +$1K +10 New
BWM
650
BerganKDV Wealth Management
Minnesota
$1K +$1K +10 New
24 25
26
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