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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
226
BNP Paribas Asset Management
France
$3.04M +$389K +7,686 +15%
Connor, Clark & Lunn Investment Management (CC&L)
227
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.03M -$610K -10,900 -17%
DSI
228
Daiwa SB Investments
Japan
$2.96M -$131K -2,583 -4%
AC
229
Allstate Corporation
Illinois
$2.9M +$1.33M +26,247 +84%
OPERF
230
Oregon Public Employees Retirement Fund
Oregon
$2.87M -$122K -2,400 -4%
EVM
231
Eaton Vance Management
Massachusetts
$2.86M -$55K -1,085 -2%
RFC
232
Regions Financial Corp
Alabama
$2.83M -$55.9K -1,104 -2%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$2.76M +$1.7M +33,597 +162%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$2.75M +$50.7K +1,000 +2%
AIP
235
Ameritas Investment Partners
Nebraska
$2.73M +$2.45M +48,365 +878%
IG
236
ING Group
Netherlands
$2.64M -$596K -11,770 -18%
PFM
237
Phillips Financial Management
Indiana
$2.62M -$319K -6,643 -11%
TAM
238
Tocqueville Asset Management
New York
$2.56M -$48.8K -964 -2%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.56M +$22.7K +448 +0.9%
B
240
Barings
North Carolina
$2.55M – – –
B
241
BP
United Kingdom
$2.53M +$2.53M +50,000 New
STC
242
SEI Trust Company
Pennsylvania
$2.53M +$1.86M +36,700 +278%
Citadel Advisors
243
Citadel Advisors
Florida
$2.48M +$281K +5,554 +13%
AI
244
Atria Investments
North Carolina
$2.45M +$2.23M +43,947 +1,018%
URS
245
Utah Retirement Systems
Utah
$2.44M +$15.2K +300 +0.6%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$2.42M -$40.3K -796 -2%
FMBTD
247
First Midwest Bank Trust Division
Illinois
$2.41M -$187K -3,692 -7%
TT
248
Tower Trust
Indiana
$2.41M – – –
HNB
249
Huntington National Bank
Ohio
$2.39M -$593K -11,701 -20%
CCMG
250
Clark Capital Management Group
Pennsylvania
$2.37M -$279K -5,501 -11%
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