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Northern Trust
NTRS

Overview Fund Activity

706 hedge funds and large institutions have $20.2B invested in Northern Trust in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 216 increasing their positions, 228 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+50
Holders Change %
+7.62%
% of All Funds
10.9%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
110
Increased
216
Reduced
228
Closed
53
Calls
$31.6M
Puts
$19.9M
Net Calls
+$11.7M
Net Calls Change
+$14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
2
Prudential Financial
Prudential Financial
New Jersey
$106M
3
Ameriprise
Ameriprise
Minnesota
$578M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$500M
5
Goldman Sachs
Goldman Sachs
New York
$360M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$35.2M
2
BAM
Burgundy Asset Management
Ontario, Canada
$0
3
Truist Financial
Truist Financial
North Carolina
$48.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11M
5
Norges Bank
Norges Bank
Norway
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
601
CVA Family Office
Colorado
$56K +$56K +470 New
NICM
602
Neo Ivy Capital Management
New York
$53K +$53K +444 New
SPIA
603
Steward Partners Investment Advisory
New York
$52K +$843 +7 +2%
PCG
604
Private Capital Group
Connecticut
$51K – – –
FPFS
605
First Personal Financial Services
North Carolina
$50K – – –
CCA
606
Column Capital Advisors
Indiana
$50K +$1.92K +16 +4%
HIA
607
Harbor Investment Advisory
Maryland
$49K – – –
BWP
608
Baldwin Wealth Partners
Massachusetts
$48K – – –
LJHT
609
Laurie J. Hall Trustee
$42K – – –
CB
610
CNB Bank
Pennsylvania
$41K – – –
CFA
611
Carroll Financial Associates
North Carolina
$40K +$1.18K +10 +3%
AAM
612
Advisors Asset Management
Colorado
$37K – – –
DA
613
Denali Advisors
California
$36K – – –
EWM
614
Endurance Wealth Management
Rhode Island
$36K – – –
PMFA
615
Plante Moran Financial Advisors
Michigan
$36K – – –
TCOV
616
Trust Company of Vermont
Vermont
$36K +$36K +300 New
C
617
Covestor
United Kingdom
$36K +$36K +301 New
AP
618
Atwood & Palmer
Missouri
$35K – – –
CFB
619
Cullen/Frost Bankers
Texas
$34K -$27.1K -226 -44%
CFGS
620
Concourse Financial Group Securities
Alabama
$32K – – –
SCA
621
Snowden Capital Advisors
New York
$31K +$31K +261 New
ZB
622
Zions Bancorporation
Utah
$30K +$486 +4 +2%
GAM
623
Gemmer Asset Management
California
$30K +$729 +6 +2%
TSW
624
Thompson Siegel & Walmsley
Virginia
$29K – – –
IBOK
625
Independence Bank of Kentucky
Kentucky
$27K – – –
23 24
25
26 27