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Northern Trust
NTRS

Overview Fund Activity

678 hedge funds and large institutions have $18.4B invested in Northern Trust in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 193 increasing their positions, 229 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+75
Holders Change %
+12.44%
% of All Funds
13.39%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.26%
New
118
Increased
193
Reduced
229
Closed
29
Calls
$49.3M
Puts
$15.7M
Net Calls
+$33.6M
Net Calls Change
+$7.86M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$191M
2
BlackRock
BlackRock
New York
$1.55B
3
Citadel Advisors
Citadel Advisors
Florida
$62.6M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$73.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$114M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
2
American Century Companies
American Century Companies
Missouri
$411M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$517M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$905M
5
NI
Nuance Investments
Missouri
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
626
FSA Wealth Management
Massachusetts
$14K +$14K +133 New
SLF
627
Sun Life Financial
Ontario, Canada
$13K -$5.12K -50 -28%
AF
628
Advisornet Financial
Minnesota
$13K – – –
TSW
629
Thompson Siegel & Walmsley
Virginia
$13K +$13K +125 New
VCM
630
Versant Capital Management
Arizona
$12K -$2.05K -20 -15%
WB
631
Webster Bank
Connecticut
$11K – – –
AP
632
Atwood & Palmer
Missouri
$11K – – –
FHA
633
Flagship Harbor Advisors
Massachusetts
$11K – – –
EWM
634
EPG Wealth Management
Georgia
$11K +$11K +100 New
TPWA
635
TRUE Private Wealth Advisors
Oregon
$11K +$11K +112 New
BAMG
636
Brand Asset Management Group
Missouri
$10K – – –
ACA
637
Atlas Capital Advisors
Wyoming
$9.46K – – –
IRC
638
Investors Research Corp
Georgia
$9K – – –
PCG
639
Private Capital Group
Connecticut
$9K – – –
EWA
640
Evolution Wealth Advisors
Florida
$8K +$2.25K +20 +39%
HWM
641
HighMark Wealth Management
Minnesota
$8K +$8K +80 New
IUHSA
642
Itau Unibanco Holding S.A.
Brazil
$8K +$8K +80 New
CCM
643
Covington Capital Management
California
$7K +$7K +64 New
SQA
644
Simon Quick Advisors
New Jersey
$6K +$6K +58 New
DI
645
Disciplined Investments
Oklahoma
$6K +$6K +58 New
TRCT
646
Tower Research Capital (TRC)
New York
$5K -$616K -5,298 -99%
TFO
647
Tarbox Family Office
California
$5K -$1.14K -10 -19%
BCM
648
Bourgeon Capital Management
Connecticut
$5K – – –
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
SSB
650
Sandy Spring Bank
Maryland
$5K +$5K +43 New
24 25
26
27 28