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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 %
AP
651
Atwood & Palmer
Missouri
$9K – – –
LFG
652
Larson Financial Group
Missouri
$9K +$8.91K +99 +9,900%
NB
653
NBT Bank
New York
$9K +$9K +100 New
BWAM
654
Boyd Watterson Asset Management
Ohio
$8.55K – – –
NMG
655
New Millennium Group
Utah
$8.46K – – –
CCM
656
Chilton Capital Management
Texas
$8.37K +$8.37K +93 New
JWA
657
JFS Wealth Advisors
Pennsylvania
$7.83K +$180 +2 +2%
LCM
658
Logan Capital Management
Pennsylvania
$7.65K – – –
AF
659
Advisornet Financial
Minnesota
$7.56K -$2.43K -27 -24%
IRC
660
Investors Research Corp
Georgia
$7.29K – – –
PA
661
PSI Advisors
Florida
$6.9K +$90 +1 +1%
DIP
662
DT Investment Partners
Pennsylvania
$6.75K +$6.75K +75 New
MCM
663
Manchester Capital Management
Vermont
$6.66K – – –
CFD
664
Creative Financial Designs
Indiana
$6.39K +$6.39K +71 New
ZB
665
Zions Bancorporation
Utah
$6.3K -$8.82K -98 -58%
AssetMark Inc
666
AssetMark Inc
California
$5.43K +$1.99K +22 +58%
CB
667
Centennial Bank
Arkansas
$5.4K – – –
BWL
668
Bogart Wealth LLC
Virginia
$5.4K – – –
HIA
669
Harbor Investment Advisory
Maryland
$5.4K – – –
SS
670
Sunbelt Securities
Texas
$5.4K +$5.4K +60 New
FWM
671
FSA Wealth Management
Massachusetts
$5.04K +$5.04K +56 New
BIA
672
Bell Investment Advisors
California
$4.95K -$630 -7 -11%
PWMG
673
Prestige Wealth Management Group
New Jersey
$4.63K – – –
MCM
674
MV Capital Management
Maryland
$4.32K -$6.48K -72 -60%
CIA
675
Cape Investment Advisory
Georgia
$4.32K +$4.32K +48 New
25 26
27
28 29