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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$1.8M +$323K +5,841 +25%
NGA
227
Naples Global Advisors
Florida
$1.79M +$7.35K +133 +0.5%
LCM
228
Laurion Capital Management
New York
$1.78M +$837K +15,147 +113%
GAG
229
GM Advisory Group
New York
$1.77M +$188K +3,400 +14%
GC
230
Gillson Capital
Illinois
$1.77M +$1.57M +28,404 New
KWM
231
Kingsview Wealth Management
Oregon
$1.76M +$7.63K +138 +0.5%
SOADOR
232
State of Alaska Department of Revenue
Alaska
$1.76M -$70.5K -1,276 -4%
Bessemer Group
233
Bessemer Group
New Jersey
$1.68M -$389K -7,043 -21%
Walleye Trading
234
Walleye Trading
New York
$1.53M +$488K +8,830 +56%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$1.51M -$98.4K -1,780 -7%
AUB
236
Atlantic Union Bankshares
Virginia
$1.48M +$26.1K +472 +2%
MLICM
237
Metropolitan Life Insurance Company (MetLife)
New York
$1.48M -$73.1K -1,322 -5%
II
238
IFM Investors
Australia
$1.47M +$277K +5,011 +27%
CG
239
Cutler Group
California
$1.45M +$776K +14,044 +151%
CGH
240
Crossmark Global Holdings
Texas
$1.44M -$234K -4,242 -16%
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$1.43M +$387K +7,010 +44%
FP
242
Factorial Partners
New York
$1.43M +$287K +5,200 +29%
CC
243
Cornerstone Capital
California
$1.43M +$541K +9,796 +74%
OC
244
Oppenheimer & Co
New York
$1.42M +$182K +3,293 +17%
PFPT
245
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.41M
COPPSERS
246
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.41M -$7.35K -133 -0.6%
PA
247
Pinnacle Associates
New York
$1.4M -$64.1K -1,160 -5%
AF
248
Alerus Financial
North Dakota
$1.38M +$1.22M +22,101 New
PFM
249
Phillips Financial Management
Indiana
$1.36M -$41.9K -759 -3%
DILIC
250
Dai-ichi Life Insurance Company
Japan
$1.36M