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Lincoln Educational Services

94 hedge funds and large institutions have $231M invested in Lincoln Educational Services in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more call options, than puts

Call options by funds: $107K | Put options by funds: $16K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

19% more capital invested

Capital invested by funds: $194M → $231M (+$36.7M)

6% more funds holding

Funds holding: 8994 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 73.38%73.39% (+0%)

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
37
Reduced
31
Closed
6
Calls
$107K
Puts
$16K
Net Calls
+$91K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$1.7M +$139K +15,253 +10%
LCM
27
Legato Capital Management
California
$1.54M
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$1.45M +$90.8K +9,947 +7%
PAG
29
Private Advisor Group
New Jersey
$1.39M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.35M +$24.7K +2,703 +2%
Morgan Stanley
31
Morgan Stanley
New York
$1.31M +$891K +97,674 +301%
N
32
Nuveen
North Carolina
$1.08M
EI
33
EAM Investors
California
$972K -$1.01M -110,493 -53%
Marshall Wace
34
Marshall Wace
United Kingdom
$886K -$26.1K -2,859 -3%
American Century Companies
35
American Century Companies
Missouri
$879K -$251K -27,473 -24%
First Trust Advisors
36
First Trust Advisors
Illinois
$787K +$17K +1,864 +2%
B
37
Bailard
California
$716K -$244K -26,700 -27%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$671K +$279K +30,559 +84%
Charles Schwab
39
Charles Schwab
California
$655K -$25K -2,742 -4%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$646K +$137K +15,000 +30%
PM
41
Penbrook Management
New York
$573K -$6.39K -700 -1%
TI
42
Trexquant Investment
Connecticut
$534K +$231K +25,333 +91%
PCM
43
Perritt Capital Management
Illinois
$520K -$237K -26,000 -33%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$466K +$32.8K +3,592 +8%
Bank of America
45
Bank of America
North Carolina
$458K -$215K -23,545 -34%
Invesco
46
Invesco
Georgia
$447K +$406K +44,520 New
WC
47
Weil Company
California
$410K -$64.3K -7,046 -15%
SOW
48
State of Wyoming
Wyoming
$363K +$25.5K +2,796 +8%
Barclays
49
Barclays
United Kingdom
$328K +$258K +28,252 +637%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$322K +$4.97K +545 +2%

LINC Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lincoln Educational Services (LINC) for Q4 2023, worth a combined $231M — up 19% from $194M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LINC positions and 6 closed out — a net gain of 5 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Rice Hall James & Associates, opening a new position worth an estimated $1.83M. The largest seller was Royce & Associates, cutting an estimated $2.47M.

  • 94 institutional investors held Lincoln Educational Services (LINC) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $231M of Lincoln Educational Services stock for Q4 2023, up 19% quarter-over-quarter.
  • 11 funds opened new Lincoln Educational Services positions in Q4 2023 and 6 closed out, a net change of +5 holders.
  • The largest Lincoln Educational Services buyer in Q4 2023 was Rice Hall James & Associates, an estimated $1.83M added.
  • The largest Lincoln Educational Services seller in Q4 2023 was Royce & Associates, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2023.