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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.

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

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$35.2M
2
BAM
2
Burgundy Asset Management
Ontario, Canada
$0
3
Truist Financial
3
Truist Financial
North Carolina
$48.3M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$11M
5
Norges Bank
5
Norges Bank
Norway
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
651
Evermay Wealth Management
Virginia
$10K +$10K +85 New
OSNBOA
652
Old Second National Bank of Aurora
Illinois
$9K -$4.77K -53 -35%
BIA
653
Bell Investment Advisors
California
$9K -$474 -4 -5%
PWMG
654
Prestige Wealth Management Group
New Jersey
$9K – – –
TWA
655
TCI Wealth Advisors
Arizona
$8K – – –
ST
656
Smithfield Trust
Pennsylvania
$8K – – –
SC
657
SouthState Corp
Florida
$8K +$914 +8 +13%
MCM
658
MV Capital Management
Maryland
$8K +$1.58K +13 +25%
TWM
659
Tradition Wealth Management
Minnesota
$7K – – –
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$7K +$1.05K +9 +18%
WTA
661
Washington Trust Advisors
Massachusetts
$7K +$7K +57 New
EBA
662
Eagle Bay Advisors
New York
$6K -$4.42K -39 -42%
CAL
663
Capital Analysts LLC
Pennsylvania
$6K – – –
TFO
664
Tarbox Family Office
California
$6K – – –
NIC
665
Northwest Investment Counselors
Oregon
$6K +$6K +50 New
HCP
666
Hexagon Capital Partners
Arkansas
$5K – – –
MHR
667
Matthew Hamilton Rosenberg
$5K – – –
FPWM
668
FSB Premier Wealth Management
Iowa
$5K +$5K +46 New
MCM
669
Manchester Capital Management
Vermont
$4K – – –
SSB
670
Sandy Spring Bank
Maryland
$4K – – –
PPWM
671
PFG Private Wealth Management
Florida
$4K – – –
MSFP
672
Mark Sheptoff Financial Planning
Connecticut
$4K +$4K +31 New
GWSG
673
GPS Wealth Strategies Group
Colorado
$4K +$4K +36 New
SWA
674
Sutton Wealth Advisors
Florida
$3.71K – – –
GRP
675
Global Retirement Partners
California
$3K – – –
25 26
27
28 29