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Northern Trust
NTRS

Overview Fund Activity

714 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, 261 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
+28
Holders Change %
+4.08%
% of All Funds
10.33%
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
261
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 %
FPFS
626
First Personal Financial Services
North Carolina
$22.5K – – –
BIG
627
Brooklyn Investment Group
New York
$22.5K +$22.5K +250 New
BGA
628
Battery Global Advisors
Massachusetts
$21.7K +$21.7K +239 New
TSMHT
629
Thurston Springer Miller Herd & Titak
Indiana
$21.4K – – –
TWD
630
True Wealth Design
Ohio
$20.8K +$20.8K +231 New
HWA
631
HHM Wealth Advisors
Tennessee
$19.8K – – –
PTC
632
Private Trust Company
Ohio
$18.5K +$810 +9 +5%
LJHT
633
Laurie J. Hall Trustee
$18K -$4.5K -50 -20%
ADL
634
Asset Dedication LLC
California
$17.6K – – –
WT
635
Whittier Trust
California
$16.7K -$90K -1,000 -84%
AWM
636
Avior Wealth Management
Nebraska
$15.3K +$270 +3 +2%
WOC
637
West Oak Capital
California
$14.7K -$135 -150 -0.9%
RCM
638
Raleigh Capital Management
North Carolina
$14K +$2.25K +25 +19%
CFB
639
Cullen/Frost Bankers
Texas
$13.3K – – –
FHA
640
First Horizon Advisors
Tennessee
$13.1K -$18.4K -204 -58%
AGWCA
641
Annis Gardner Whiting Capital Advisors
Florida
$13.1K +$6.6K +73 +101%
SIC
642
Salem Investment Counselors
North Carolina
$12.6K – – –
GG
643
Gleason Group
Kentucky
$12K +$179 +2 +2%
OP
644
ORG Partners
Indiana
$11.4K – – –
HCP
645
Hexagon Capital Partners
Arkansas
$11.3K +$4.59K +51 +69%
ATS
646
Ashton Thomas Securities
New York
$11.2K +$11.2K +124 New
GKIM
647
GW&K Investment Management
Massachusetts
$11K +$182 +2 +2%
MA
648
MCF Advisors
Kentucky
$9.78K +$2.99K +33 +44%
GRP
649
Global Retirement Partners
California
$9.29K -$992 -11 -10%
NBT
650
Northwest Bank & Trust
Iowa
$9.09K – – –
24 25
26
27 28