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Lincoln National

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
226
Jacobi Capital Management
Pennsylvania
$471K +$16.2K +657 +4%
TCM
227
Teza Capital Management
Illinois
$463K -$443K -17,948 -49%
CB
228
Commerce Bank
Missouri
$457K -$14K -567 -3%
Allianz Asset Management
229
Allianz Asset Management
Germany
$447K +$447K +18,115 New
SEC
230
Seven Eight Capital
New York
$444K +$444K +17,967 New
PFS
231
Prospera Financial Services
Texas
$439K -$26.8K -1,086 -6%
BWM
232
BlackDiamond Wealth Management
New York
$433K +$164K +7,666 +61%
CCM
233
Coldstream Capital Management
Washington
$432K +$129K +5,212 +42%
Cerity Partners
234
Cerity Partners
New York
$427K -$76.1K -3,079 -15%
IC
235
IEQ Capital
California
$427K +$143K +5,783 +50%
CIM
236
CIM Investment Management
Pennsylvania
$426K -$9.75K -395 -2%
PFM
237
Phillips Financial Management
Indiana
$424K +$49.4K +1,999 +13%
RBCM
238
Raub Brock Capital Management
California
$420K
IIM
239
INTECH Investment Management
Florida
$410K +$410K +16,623 New
Mitsubishi UFJ Asset Management
240
Mitsubishi UFJ Asset Management
Japan
$408K -$1.86M -75,467 -82%
CWM
241
Cornerstone Wealth Management
Missouri
$403K +$147K +5,951 +57%
PFO
242
Pathstone Family Office
New Jersey
$399K +$399K +16,145 New
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$394K +$40.9K +1,655 +12%
SPA
244
Sherbrooke Park Advisers
New York
$391K +$391K +15,845 New
William Blair & Company
245
William Blair & Company
Illinois
$387K -$18.5K -750 -5%
EBSAM
246
Eubel Brady & Suttman Asset Management
Ohio
$387K
KPWS
247
Kestra Private Wealth Services
Texas
$382K +$54.5K +2,206 +17%
JIP
248
Jaffetilchin Investment Partners
Florida
$380K -$94K -3,809 -20%
CCIA
249
Campbell & Co Investment Adviser
Maryland
$376K +$376K +15,223 New
TI
250
Tidal Investments
Wisconsin
$372K +$372K +15,075 New