We are live on ! Find out more
LINC icon

Lincoln Educational Services
LINC

77 hedge funds and large institutions have $154M invested in Lincoln Educational Services in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

25% more capital invested

Capital invested by funds: $123M → $154M (+$30.4M)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

12% more funds holding

Funds holding: 69 → 77 (+8)

3.63% more ownership

Funds ownership: 69.05% → 72.68% (+3.6%)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
25
Reduced
21
Closed
12
Calls
$138K
Puts
–
Net Calls
+$138K
Net Calls Change
+$137K

Top Buyers

1
HIG
Herr Investment Group
Texas
+$6.23M
2
BlackRock
BlackRock
New York
+$5.37M
3
EIM
Essex Investment Management
Massachusetts
+$1.91M
4
CC
Cannell Capital
Wyoming
+$1.49M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.36M

Top Sellers

1
JIC
Juniper Investment Company
New York
-$10.4M
2
RA
Royce & Associates
New York
-$2.52M
3
Millennium Management
Millennium Management
New York
-$1.19M
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$1.07M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$975K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Legato Capital Management
California
$1.09M +$935K +148,362 +1,061%
EST
27
EA Series Trust
Pennsylvania
$953K +$891K +141,360 New
EF
28
Empowered Funds
Pennsylvania
$953K +$891K +141,360 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$880K +$377K +59,745 +84%
PCM
30
Perritt Capital Management
Illinois
$549K – – –
B
31
Bailard
California
$474K +$15.8K +2,503 +4%
Charles Schwab
32
Charles Schwab
California
$437K +$341K +54,128 +509%
Bank of America
33
Bank of America
North Carolina
$415K +$255K +40,410 +191%
WC
34
Weil Company
California
$390K +$132K +20,978 +57%
PM
35
Penbrook Management
New York
$390K – – –
Two Sigma Advisers
36
Two Sigma Advisers
New York
$386K -$46.7K -7,400 -11%
American Century Companies
37
American Century Companies
Missouri
$356K +$57K +9,039 +21%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$319K -$94.5K -14,996 -24%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$304K -$203K -32,171 -42%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$260K +$53.3K +8,454 +28%
Morgan Stanley
41
Morgan Stanley
New York
$240K -$48.7K -7,726 -18%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$211K – – –
N
43
Nuveen
North Carolina
$206K +$193K +30,587 New
Goldman Sachs
44
Goldman Sachs
New York
$201K -$162K -25,688 -46%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$169K +$158K +25,013 New
Marshall Wace
46
Marshall Wace
United Kingdom
$154K +$144K +22,846 New
RWM
47
Ritholtz Wealth Management
New York
$153K -$44K -6,978 -23%
JP Morgan Chase
48
JP Morgan Chase
New York
$127K +$119K +18,877 New
SOW
49
State of Wyoming
Wyoming
$118K +$58.8K +9,332 +114%
ACI
50
Alpha Cubed Investments
California
$118K – – –
1
2
3 4

LINC Hedge Fund Activity: Q2 2023 in Review

77 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lincoln Educational Services (LINC) for Q2 2023, worth a combined $154M — up 25% from $123M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LINC positions and 12 closed out — a net gain of 8 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Herr Investment Group, adding an estimated $6.23M. The largest seller was Juniper Investment Company, cutting an estimated $10.4M.

  • 77 institutional investors held Lincoln Educational Services (LINC) as of Q2 2023, up from 69 in Q1 2023.
  • Funds reported $154M of Lincoln Educational Services stock for Q2 2023, up 25% quarter-over-quarter.
  • 20 funds opened new Lincoln Educational Services positions in Q2 2023 and 12 closed out, a net change of +8 holders.
  • The largest Lincoln Educational Services buyer in Q2 2023 was Herr Investment Group, an estimated $6.23M added.
  • The largest Lincoln Educational Services seller in Q2 2023 was Juniper Investment Company, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2023.