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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 %
SWM
676
Spire Wealth Management
Virginia
$3.15K – – –
AWM
677
Abound Wealth Management
Tennessee
$3.06K – – –
GWM
678
Geneos Wealth Management
Colorado
$2.97K – – –
RTL
679
Red Tortoise LLC
Georgia
$2.7K – – –
WWP
680
WR Wealth Planners
Missouri
$2.52K +$2.52K +28 New
CTWM
681
Cherry Tree Wealth Management
Minnesota
$2.34K – – –
SIC
682
SJS Investment Consulting
Ohio
$2.25K – – –
DPW
683
DiNuzzo Private Wealth
Pennsylvania
$1.89K – – –
DF
684
Dunhill Financial
United Kingdom
$1.87K +$89 +1 +5%
WWM
685
Wolff Wiese Magana
California
$1.8K – – –
VWA
686
Valued Wealth Advisors
Utah
$1.45K -$362 -4 -20%
FCA
687
FinTrust Capital Advisors
South Carolina
$1.44K – – –
EBA
688
Eagle Bay Advisors
New York
$1.36K – – –
CA
689
CoreCap Advisors
Michigan
$1.35K +$1.35K +15 New
CAC
690
Core Alternative Capital
Georgia
$1.17K – – –
KFI
691
Key Financial Inc
Pennsylvania
$1.08K +$1.08K +12 New
PCM
692
Penserra Capital Management
California
$1K – – –
CAL
693
Capital Advisors Ltd
Ohio
$1K – – –
CAL
694
Capital Analysts LLC
Pennsylvania
$1K – – –
AW
695
Avion Wealth
Texas
$1K +$462 +6 +86%
RTC
696
Riverview Trust Company
Washington
$900 +$900 +10 New
TCA
697
Trifecta Capital Advisors
Illinois
$811 – – –
CHA
698
Carmichael Hill & Associates
Maryland
$721 – – –
CWC
699
Carolinas Wealth Consulting
North Carolina
$636 – – –
CA
700
Claris Advisors
Missouri
$630 +$630 +7 New
26 27
28
29 30