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Northern Trust
NTRS

Overview Fund Activity

666 hedge funds and large institutions have $14.6B invested in Northern Trust in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 249 reducing their positions, and 62 closing their positions.

Holders
666
Holders Change
+29
Holders Change %
+4.55%
% of All Funds
9.77%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
101
Increased
207
Reduced
249
Closed
62
Calls
$50.4M
Puts
$51.3M
Net Calls
-$954K
Net Calls Change
-$14.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$490M
2
Morgan Stanley
2
Morgan Stanley
New York
$385M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$551M
4
Goldman Sachs
4
Goldman Sachs
New York
$513M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$97.4M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$25.2M
2
Ameriprise
2
Ameriprise
Minnesota
$42.9M
3
American Century Companies
3
American Century Companies
Missouri
$372M
4
CIC
4
Crawford Investment Counsel
Georgia
$17.7M
5
NI
5
Nuance Investments
Missouri
$260M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
626
Centennial Bank
Arkansas
$5.06K 60 – –
BWL
627
Bogart Wealth LLC
Virginia
$5.06K 60 – –
HIA
628
Harbor Investment Advisory
Maryland
$5.06K 60 +60 New
RCM
629
Raleigh Capital Management
North Carolina
$5.01K 59 +45 +321%
FWM
630
FSA Wealth Management
Massachusetts
$5K 56 +56 New
MCM
631
Manchester Capital Management
Vermont
$4.81K 57 +17 +43%
TCWA
632
Turtle Creek Wealth Advisors
Texas
$4.56K 54 +54 New
PWMG
633
Prestige Wealth Management Group
New Jersey
$4.34K 51 -28 -35%
WTG
634
West Tower Group
Virginia
$4.14K 49 -379 -89%
CAL
635
Capital Analysts LLC
Pennsylvania
$4K 43 +43 New
VWM
636
Venturi Wealth Management
Texas
$3.88K 46 +24 +109%
MHR
637
Matthew Hamilton Rosenberg
$3.38K 40 – –
GI
638
Gradient Investments
Minnesota
$3.04K 36 – –
AWM
639
Abound Wealth Management
Tennessee
$2.87K 34 – –
SWM
640
Spire Wealth Management
Virginia
$2.84K 35 -17 -33%
GWM
641
Geneos Wealth Management
Colorado
$2.79K 33 +8 +32%
CTWM
642
Cherry Tree Wealth Management
Minnesota
$2.19K 26 – –
BCM
643
Bourgeon Capital Management
Connecticut
$2.11K 25 – –
AW
644
Avion Wealth
Texas
$2K 21 – –
SIC
645
SJS Investment Consulting
Ohio
$1.86K 22 +3 +16%
WWM
646
Wolff Wiese Magana
California
$1.69K 20 +20 New
DF
647
Dunhill Financial
United Kingdom
$1.42K 17 +17 New
FCA
648
FinTrust Capital Advisors
South Carolina
$1.35K 16 – –
FBC
649
Fairfield, Bush & Co
Connecticut
$1.18K 14 +14 New
DPW
650
DiNuzzo Private Wealth
Pennsylvania
$1.1K 13 +13 New
24 25
26
27 28