We are live on ! Find out more
NTRS icon

Northern Trust

676 hedge funds and large institutions have $20.1B invested in Northern Trust in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 243 increasing their positions, 238 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $16.1M

1.58% more ownership

Funds ownership: 81.56%83.14% (+1.6%)

2% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 238

1% less capital invested

Capital invested by funds: $20.2B → $20.1B (-$112M)

5% less funds holding

Funds holding: 710676 (-34)

32% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 79

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
676
Holders Change
-34
Holders Change %
-4.79%
% of All Funds
10.66%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
54
Increased
243
Reduced
238
Closed
79
Calls
$38.1M
Puts
$16.1M
Net Calls
+$22M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
501
InterOcean Capital Group
Tennessee
$242K +$44.3K +374 +22%
LNC
502
Lincoln National Corp
Pennsylvania
$241K +$5.45K +46 +2%
B
503
Bailard
California
$239K -$79.5K -671 -25%
HI
504
Horizon Investments
North Carolina
$238K +$242K +2,043 New
MCM
505
MAI Capital Management
Ohio
$237K +$20K +169 +9%
CT
506
Chicago Trust
Illinois
$234K
MWM
507
Minot Wealth Management
Massachusetts
$233K
GLLW
508
Graves Light Lenhart Wealth
Virginia
$233K +$119K +1,000 +100%
AWS
509
Atria Wealth Solutions
New York
$233K +$236K +1,989 New
WA
510
WestEnd Advisors
North Carolina
$232K -$237 -2 Closed
Lido Advisors
511
Lido Advisors
California
$232K +$2.85K +24 +1%
OLA
512
Oliver Luxxe Assets
New Jersey
$232K +$236K +1,990 New
CI
513
Conning Inc
Connecticut
$231K -$48.6K -410 -17%
DBIA
514
Dumont & Blake Investment Advisors
New Jersey
$231K -$19.6K -165 -8%
MFW
515
Meristem Family Wealth
Minnesota
$225K -$6.05K -51 -3%
DGAM
516
Desjardins Global Asset Management
Quebec, Canada
$223K -$3.56K -30 -2%
HFAS
517
Hummer Financial Advisory Services
Illinois
$223K
NPPM
518
North Point Portfolio Managers
Ohio
$221K
MAM
519
Meeder Asset Management
Ohio
$220K +$224K +1,886 New
GCM
520
Gables Capital Management
Florida
$219K
NL
521
NWAM LLC
Washington
$218K -$9.6K -81 -4%
NFC
522
Northeast Financial Consultants
Connecticut
$217K
MYIA
523
Mount Yale Investment Advisors
Colorado
$216K -$26.7K -225 -11%
ECM
524
Element Capital Management
New York
$216K +$220K +1,855 New
QT
525
Quantamental Technologies
New York
$215K -$1.17M -9,907 -84%

NTRS Hedge Fund Activity: Q1 2022 in Review

676 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Northern Trust (NTRS) for Q1 2022, worth a combined $20.1B — down 0.55% from $20.2B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of NTRS and 54 opened new positions — a net loss of 25 holders — while 238 trimmed existing stakes and 243 added.

The largest buyer was Ameriprise, adding an estimated $274M. The largest seller was Prudential Financial, cutting an estimated $80.8M.

  • 676 institutional investors held Northern Trust (NTRS) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $20.1B of Northern Trust stock for Q1 2022, down 0.55% quarter-over-quarter.
  • 54 funds opened new Northern Trust positions in Q1 2022 and 79 closed out, a net change of -25 holders.
  • The largest Northern Trust buyer in Q1 2022 was Ameriprise, an estimated $274M added.
  • The largest Northern Trust seller in Q1 2022 was Prudential Financial, an estimated $80.8M sold.

Based on aggregated 13F filings for Q1 2022.