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Northern Trust
NTRS

Overview Fund Activity

715 hedge funds and large institutions have $15B invested in Northern Trust in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 242 increasing their positions, 262 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+28
Holders Change %
+4.08%
% of All Funds
10.34%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
91
Increased
242
Reduced
262
Closed
55
Calls
$69.1M
Puts
$45.9M
Net Calls
+$23.2M
Net Calls Change
+$12.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.64B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$84.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$429M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$387M
5
UBS Group
5
UBS Group
Switzerland
$72.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$224M
2
FMI
2
Fiduciary Management Inc
Wisconsin
$85.6M
3
NI
3
Nuance Investments
Missouri
$164M
4
Amundi
4
Amundi
France
$148M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
501
Welch Group
Alabama
$276K – – –
CCMG
502
Clark Capital Management Group
Pennsylvania
$272K – – –
LC
503
Lincoln Capital
Nebraska
$270K -$2.07K -23 -0.8%
WEG
504
World Equity Group
Illinois
$270K – – –
FNA
505
First National Advisers
Nebraska
$266K +$9K +100 +4%
HWM
506
HB Wealth Management
Georgia
$265K -$3.33K -37 -1%
HTC
507
Haverford Trust Company
Pennsylvania
$261K +$14.7K +163 +6%
JCIA
508
Jackson Creek Investment Advisors
Colorado
$260K -$5.4K -60 -2%
GAM
509
Groupama Asset Management
France
$259K +$138K +3,822 +114%
PWP
510
Perfromance Wealth Partners
Illinois
$256K -$360 -4 -0.1%
Wolverine Trading
511
Wolverine Trading
Illinois
$249K +$249K +2,765 New
WF
512
Welch & Forbes
Massachusetts
$248K – – –
FMLI
513
Fukoku Mutual Life Insurance
Japan
$248K – – –
QIM
514
Quantitative Investment Management
Virginia
$247K +$247K +2,751 New
HI
515
Horizon Investments
North Carolina
$246K -$25.7K -286 -9%
JF
516
Jump Financial
Illinois
$243K -$1.7M -18,917 -87%
LB
517
Legacy Bridge
Iowa
$243K – – –
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$242K – – –
OAM
519
Oppenheimer Asset Management
New York
$241K -$994K -11,045 -80%
MSWM
520
Mowery & Schoenfeld Wealth Management
Illinois
$239K -$10.1K -112 -4%
BTI
521
Blue Trust Inc
Georgia
$238K +$137K +1,635 +136%
CTC
522
Central Trust Company
Missouri
$237K -$8.46K -94 -3%
OTL
523
Oak Thistle LLC
New York
$236K +$236K +2,620 New
Jones Financial Companies
524
Jones Financial Companies
Missouri
$236K +$106K +1,174 +81%
Lido Advisors
525
Lido Advisors
California
$232K -$26.4K -293 -10%
19 20
21
22 23