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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 %
VI
476
Versor Investments
New York
$410K -$636K -6,200 -61%
SAM
477
Shell Asset Management
Netherlands
$410K – – –
AA
478
ALPS Advisors
Colorado
$410K – – –
SGAM
479
Smith Group Asset Management
Texas
$410K +$410K +4,000 New
GS
480
GTS Securities
New York
$405K -$306K -2,987 -43%
Assenagon Asset Management
481
Assenagon Asset Management
Luxembourg
$404K +$17K +166 +4%
MAS
482
Meeder Advisory Services
Ohio
$398K +$82K +800 +26%
HT
483
Heritage Trust
Oklahoma
$394K +$394K +3,841 New
OAM
484
Ostrum Asset Management
France
$393K -$16.2K -158 -4%
OA
485
Oceanside Advisors
South Carolina
$390K +$30.8K +300 +9%
MCM
486
MAI Capital Management
Ohio
$388K +$67.3K +657 +21%
CPCPP
487
Canada Post Corporation Pension Plan
Canada
$383K +$383K +3,732 New
MML Investors Services
488
MML Investors Services
Massachusetts
$378K +$18.9K +184 +5%
PGFC
489
Peapack-Gladstone Financial Corp
New Jersey
$373K +$97.7K +953 +35%
CPBTD
490
Central Pacific Bank - Trust Division
Hawaii
$369K -$103K -1,000 -22%
BFG
491
Beacon Financial Group
Texas
$369K -$34.3K -335 -9%
Jones Financial Companies
492
Jones Financial Companies
Missouri
$366K +$97.8K +954 +36%
MC
493
Moors & Cabot
Massachusetts
$365K +$14K +137 +4%
TC
494
Taika Capital
Florida
$360K +$360K +3,510 New
DC
495
Diametric Capital
Massachusetts
$359K +$359K +3,500 New
BFO
496
Boston Family Office
Massachusetts
$358K – – –
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$357K -$51K -498 -13%
NP
498
NorthRock Partners
Minnesota
$356K +$2.17K +21 +0.6%
HTIM
499
Harbour Trust & Investment Management
Indiana
$355K -$26.9K -262 -7%
EI
500
Ellevest Inc
New York
$350K +$11.6K +113 +3%
18 19
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