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Northern Trust
NTRS

Overview Fund Activity

773 hedge funds and large institutions have $17.8B invested in Northern Trust in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 248 increasing their positions, 267 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+58
Holders Change %
+8.11%
% of All Funds
10.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
123
Increased
248
Reduced
267
Closed
51
Calls
$36.5M
Puts
$33.6M
Net Calls
+$2.84M
Net Calls Change
-$20.3M

Top Buyers

1
KBC Group
KBC Group
Belgium
$98.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$153M
3
Cerity Partners
Cerity Partners
New York
$56.9M
4
State Street
State Street
Massachusetts
$947M
5
ECM
ExodusPoint Capital Management
New York
$42.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$304M
2
American Century Companies
American Century Companies
Missouri
$307M
3
NI
Nuance Investments
Missouri
$94.9M
4
FMI
Fiduciary Management Inc
Wisconsin
$0
5
BlackRock
BlackRock
New York
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
ADIM
401
Alpha DNA Investment Management
Maryland
$741K +$741K +7,227 New
SSA
402
Sierra Summit Advisors
Nevada
$734K +$164K +1,600 +29%
USGIU
403
U.S. Global Investors (USGI)
Texas
$728K -$236K -2,300 -24%
WorldQuant Millennium Advisors
404
WorldQuant Millennium Advisors
New York
$727K +$727K +7,088 New
EF
405
Empirical Finance
Pennsylvania
$724K -$10K -98 -1%
CAM
406
Cresset Asset Management
Illinois
$720K -$2M -19,373 -74%
TCWM
407
Total Clarity Wealth Management
Illinois
$702K -$76.9K -750 -10%
LIM
408
Longfellow Investment Management
Massachusetts
$687K -$392K -3,822 -36%
GC
409
Guggenheim Capital
Illinois
$673K -$1.18M -11,535 -64%
Nomura Holdings
410
Nomura Holdings
Japan
$669K +$669K +6,527 New
MYAM
411
Meiji Yasuda Asset Management
Japan
$665K -$121K -1,180 -15%
CG
412
CFO4Life Group
Texas
$649K +$649K +6,336 New
HSA
413
Hussman Strategic Advisors
Maryland
$646K +$646K +6,300 New
CCM
414
Coldstream Capital Management
Washington
$645K +$8.4K +82 +1%
NMIMC
415
Northwestern Mutual Investment Management Company
Wisconsin
$645K -$9.94K -97 -2%
CWM
416
Compass Wealth Management
Connecticut
$638K – – –
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$634K +$91.8K +896 +17%
PA
418
Profund Advisors
Maryland
$631K +$63.8K +622 +11%
CC
419
Centiva Capital
New York
$625K +$625K +6,094 New
PCA
420
Pallas Capital Advisors
Massachusetts
$624K +$11K +107 +2%
AC
421
Allstate Corporation
Illinois
$620K +$620K +6,049 New
CCFCSB
422
Cape Cod Five Cents Savings Bank
Massachusetts
$619K – – –
TMAM
423
Tokio Marine Asset Management
Japan
$615K – – –
OF
424
Outfitter Financial
Maine
$615K +$615K +6,000 New
MIM
425
Morningstar Investment Management
Illinois
$602K -$1.01M -9,886 -63%
15 16
17
18 19