Northern Trust
NTRS
710 hedge funds and large institutions have $20.2B invested in Northern Trust in 2021 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 216 increasing their positions, 230 reducing their positions, and 53 closing their positions.
109% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 53
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
59% more call options, than puts
Call options by funds: $31.6M | Put options by funds: $19.9M
11% more capital invested
Capital invested by funds: $18.1B → $20.2B (+$2.08B)
8% more funds holding
Funds holding: 659 → 710 (+51)
0.98% more ownership
Funds ownership: 80.58% → 81.56% (+0.98%)
6% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 230
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$261M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$57.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$50M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$47.6M |
| 5 |
Goldman Sachs
New York
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$82M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$72.7M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$62.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$57.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$49.8M |
NTRS Hedge Fund Activity: Q4 2021 in Review
710 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q4 2021, worth a combined $20.2B — up 11% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new NTRS positions and 53 closed out — a net gain of 58 holders — while 216 added to existing stakes and 230 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $261M. The largest seller was Baird Financial Group, cutting an estimated $82M.
- 710 institutional investors held Northern Trust (NTRS) as of Q4 2021, up from 659 in Q3 2021.
- Funds reported $20.2B of Northern Trust stock for Q4 2021, up 11% quarter-over-quarter.
- 111 funds opened new Northern Trust positions in Q4 2021 and 53 closed out, a net change of +58 holders.
- The largest Northern Trust buyer in Q4 2021 was Fidelity Investments, an estimated $261M added.
- The largest Northern Trust seller in Q4 2021 was Baird Financial Group, an estimated $82M sold.
Based on aggregated 13F filings for Q4 2021.