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Northern Trust
NTRS

Overview Fund Activity

654 hedge funds and large institutions have $19.7B invested in Northern Trust in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 225 increasing their positions, 219 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+6
Holders Change %
+0.93%
% of All Funds
11.42%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
62
Increased
225
Reduced
219
Closed
50
Calls
$29.9M
Puts
$27.1M
Net Calls
+$2.86M
Net Calls Change
-$9.2M

Top Buyers

1
JCM
1
Junto Capital Management
New York
$85.9M
2
Macquarie Group
2
Macquarie Group
Australia
$52.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$67.9M
4
Millennium Management
4
Millennium Management
New York
$41.9M
5
BlackRock
5
BlackRock
New York
$1.71B

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$527M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$80.9M
3
NIPH
3
NN Investment Partners Holdings
Netherlands
$193M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$734M
5
CIP
5
Champlain Investment Partners
Vermont
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
626
Creative Financial Designs
Indiana
$5K – – –
TWA
627
TCI Wealth Advisors
Arizona
$5K – – –
MHR
628
Matthew Hamilton Rosenberg
$5K – – –
SB
629
Strategic Blueprint
Georgia
$5K +$5K +41 New
HF
630
Halpern Financial
Virginia
$4.63K -$4.39K -38 -49%
LWM
631
Liberty Wealth Management
California
$4K -$343 -3 -8%
MCM
632
Manchester Capital Management
Vermont
$4K – – –
SSB
633
Sandy Spring Bank
Maryland
$4K +$4K +32 New
MCM
634
MV Capital Management
Maryland
$4K +$3.37K +32 +533%
IRAG
635
Investment Research & Advisory Group
Georgia
$4K +$4K +35 New
SWA
636
Sutton Wealth Advisors
Florida
$3.35K – – –
KFP
637
KB Financial Partners
New Jersey
$3K – – –
SFSIG
638
San Francisco Sentry Investment Group
California
$3K – – –
BCM
639
Bourgeon Capital Management
Connecticut
$3K – – –
SWA
640
SOA Wealth Advisors
New York
$3K +$667 +6 +29%
ONST
641
Old North State Trust
North Carolina
$3K +$3K +24 New
Nisa Investment Advisors
642
Nisa Investment Advisors
Missouri
$2.33K -$618 -5,345 -21%
GRP
643
Global Retirement Partners
California
$2K -$3.69K -24 -65%
SBL
644
Sargent Bickham Lagudis
Colorado
$2K – – –
FCA
645
FinTrust Capital Advisors
South Carolina
$2K – – –
FMP
646
Financial Management Professionals
Texas
$2K – – –
SFO
647
Standard Family Office
South Dakota
$2K – – –
NFG
648
Next Financial Group
Texas
$2K +$2K +12 New
Walleye Capital
649
Walleye Capital
New York
$1.95K +$1.95K +16,886 New
JWM
650
Janiczek Wealth Management
Colorado
$1K – – –
24 25
26
27 28