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Lincoln Educational Services

66 hedge funds and large institutions have $121M invested in Lincoln Educational Services in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $88.1M → $121M (+$33M)

22% more funds holding

Funds holding: 5466 (+12)

22.18% more ownership

Funds ownership: 60.38%82.55% (+22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
16
Reduced
19
Closed
4
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Perritt Capital Management
Illinois
$571K -$89.3K -15,133 -13%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$537K -$133K -22,593 -20%
State Street
28
State Street
Massachusetts
$535K -$2.95K -500 -0.5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$426K -$51.3K -8,699 -11%
B
30
Bailard
California
$392K +$400K +67,771 New
PM
31
Penbrook Management
New York
$361K
American Century Companies
32
American Century Companies
Missouri
$286K +$79.6K +13,491 +38%
Two Sigma Investments
33
Two Sigma Investments
New York
$267K +$272K +46,150 New
Northern Trust
34
Northern Trust
Illinois
$264K -$714 -121 -0.3%
RWM
35
Ritholtz Wealth Management
New York
$229K -$11.8K -1,995 -5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$218K +$222K +37,663 New
Citigroup
37
Citigroup
New York
$194K +$198K +33,557 New
HSBC Holdings
38
HSBC Holdings
United Kingdom
$181K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$173K +$32.1K +5,443 +22%
WC
40
Weil Company
California
$156K +$159K +27,000 New
Morgan Stanley
41
Morgan Stanley
New York
$147K +$4.12K +699 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$129K
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$122K -$17.8K -3,018 -13%
SOW
44
State of Wyoming
Wyoming
$119K +$97.4K +16,519 +406%
Bank of America
45
Bank of America
North Carolina
$106K -$1.67K -283 -2%
ACI
46
Alpha Cubed Investments
California
$101K +$103K +17,500 New
Jane Street
47
Jane Street
New York
$101K +$102K +17,365 New
LCM
48
Legato Capital Management
California
$81K +$82.5K +13,989 New
TI
49
Trexquant Investment
Connecticut
$75K +$76.5K +12,960 New
Stifel Financial
50
Stifel Financial
Missouri
$67.6K +$68.8K +11,669 New

LINC Hedge Fund Activity: Q4 2022 in Review

66 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lincoln Educational Services (LINC) for Q4 2022, worth a combined $121M — up 37% from $88.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LINC positions and 4 closed out — a net gain of 12 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Juniper Investment Company, adding an estimated $28M. The largest seller was Cannell Capital, cutting an estimated $5.49M.

  • 66 institutional investors held Lincoln Educational Services (LINC) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $121M of Lincoln Educational Services stock for Q4 2022, up 37% quarter-over-quarter.
  • 16 funds opened new Lincoln Educational Services positions in Q4 2022 and 4 closed out, a net change of +12 holders.
  • The largest Lincoln Educational Services buyer in Q4 2022 was Juniper Investment Company, an estimated $28M added.
  • The largest Lincoln Educational Services seller in Q4 2022 was Cannell Capital, an estimated $5.49M sold.

Based on aggregated 13F filings for Q4 2022.