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Lincoln National
LNC

Overview Fund Activity

539 hedge funds and large institutions have $11.9B invested in Lincoln National in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 259 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.49%
New
59
Increased
146
Reduced
259
Closed
35
Calls
$89.6M
Puts
$130M
Net Calls
-$40.4M
Net Calls Change
-$27.5M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$119M
2
Goldman Sachs
Goldman Sachs
New York
+$61M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$52M
4
DCM
Discovery Capital Management
Connecticut
+$49.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$37M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$106M
2
MCM
Munder Capital Management
Michigan
-$44.4M
3
Ameriprise
Ameriprise
Minnesota
-$43.3M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$35.1M
5
SFM
Systematic Financial Management
New Jersey
-$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSI
226
Daiwa SB Investments
Japan
$3.15M -$107K -2,070 -3%
PFM
227
Phillips Financial Management
Indiana
$3.11M -$158K -3,104 -5%
Robeco Institutional Asset Management
228
Robeco Institutional Asset Management
Netherlands
$3.05M -$954K -18,474 -24%
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$3.04M +$934K +18,100 +44%
HNB
230
Huntington National Bank
Ohio
$3.04M -$210K -4,071 -6%
WC
231
Woodstock Corp
Massachusetts
$2.99M +$2.99M +57,850 New
EVM
232
Eaton Vance Management
Massachusetts
$2.97M -$47K -910 -2%
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$2.96M -$13.1M -253,763 -82%
RFC
234
Regions Financial Corp
Alabama
$2.94M -$94.6K -1,832 -3%
WBC
235
Westpac Banking Corp
Australia
$2.88M -$253K -4,894 -8%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$2.75M – – –
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.7M -$575K -11,136 -18%
CCMG
238
Clark Capital Management Group
Pennsylvania
$2.7M -$137K -2,649 -5%
BNP Paribas Asset Management
239
BNP Paribas Asset Management
France
$2.7M -$97.3K -1,884 -3%
TAM
240
Tocqueville Asset Management
New York
$2.66M -$18.7K -362 -0.7%
FMBTD
241
First Midwest Bank Trust Division
Illinois
$2.64M +$283K +5,485 +12%
B
242
Barings
North Carolina
$2.6M – – –
COPPSERS
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.59M -$204K -3,943 -7%
Victory Capital Management
244
Victory Capital Management
Texas
$2.52M -$103K -2,000 -4%
Zurich Cantonal Bank
245
Zurich Cantonal Bank
Switzerland
$2.51M +$19.2K +372 +0.8%
Parallax Volatility Advisers
246
Parallax Volatility Advisers
California
$2.48M +$2.38M +46,104 +2,425%
URS
247
Utah Retirement Systems
Utah
$2.47M – – –
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$2.46M -$339K -6,666 -12%
TT
249
Tower Trust
Indiana
$2.45M – – –
PP
250
Paloma Partners
Connecticut
$2.4M +$943K +18,278 +65%
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