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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 %
LWM
651
Liberty Wealth Management
California
$5K +$5K +48 New
GRP
652
Global Retirement Partners
California
$4K -$1.6K -16 -29%
EIM
653
Essex Investment Management
Massachusetts
$4K – – –
TWA
654
TCI Wealth Advisors
Arizona
$4K +$2.05K +20 +105%
SWA
655
Sutton Wealth Advisors
Florida
$3.93K – – –
IA
656
IFP Advisors
Florida
$3K -$15.7K -178 -84%
AIC
657
Ameritas Investment Company
Nebraska
$3K -$7.82K -86 -72%
SL
658
Savior LLC
Massachusetts
$3K +$3K +26 New
TFA
659
Transamerica Financial Advisors
Florida
$2K – – –
WEC
660
Winslow Evans & Crocker
Massachusetts
$2K – – –
FCA
661
FinTrust Capital Advisors
South Carolina
$2K – – –
SCA
662
Stuart Chaussee & Associates
California
$2K – – –
NFG
663
Next Financial Group
Texas
$2K +$476 +5 +31%
BL
664
Balentine LLC
Georgia
$2K +$800 +6 +67%
GWS
665
Glassman Wealth Services
Virginia
$2K +$875 +7 +78%
SBL
666
Sargent Bickham Lagudis
Colorado
$2K +$2K +20 New
WCM
667
Wealthcare Capital Management
Virginia
$2K +$2K +22 New
HWA
668
Heritage Wealth Advisors
Virginia
$1.59K +$1.59K +15 New
AWA
669
Arkadios Wealth Advisors
Georgia
$1.44K +$1.44K +14 New
WQ
670
Wealth Quarterback
New Jersey
$1.31K +$1.31K +12 New
BWM
671
BerganKDV Wealth Management
Minnesota
$1K – – –
LFG
672
Larson Financial Group
Missouri
$1K +$429 +3 +75%
KPW
673
Kore Private Wealth
New York
$1K +$1K +6 New
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +11 New
LP
675
LMR Partners
United Kingdom
$274 +$274 +2,576 New
25 26
27
28 29