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Lincoln National

501 hedge funds and large institutions have $3.44B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 145 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
7.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
100
Increased
145
Reduced
189
Closed
65
Calls
$105M
Puts
$215M
Net Calls
-$110M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
226
Kestra Advisory Services
Texas
$584K -$173K -6,407 -23%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$578K
QCM
228
Qsemble Capital Management
New York
$570K -$1.67M -61,848 -75%
LIM
229
Longfellow Investment Management
Massachusetts
$562K -$1.43M -52,900 -72%
SAI
230
Systematic Alpha Investments
New Jersey
$559K
Cerity Partners
231
Cerity Partners
New York
$558K +$91.4K +3,386 +20%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$528K +$96.8K +3,590 +22%
PFM
233
Phillips Financial Management
Indiana
$512K +$49.1K +1,819 +11%
State of Wisconsin Investment Board
234
State of Wisconsin Investment Board
Wisconsin
$512K -$4.8K -178 -0.9%
APM
235
Advanced Portfolio Management
New York
$511K +$511K +18,956 New
Teacher Retirement System of Texas
236
Teacher Retirement System of Texas
Texas
$504K +$151K +5,586 +43%
MIM
237
MTM Investment Management
South Carolina
$502K -$20.5K -761 -4%
CB
238
Commerce Bank
Missouri
$500K +$512 +19 +0.1%
RAG
239
RIA Advisory Group
Iowa
$494K +$494K +848 New
BWM
240
BlackDiamond Wealth Management
New York
$490K -$48K -1,805 -9%
WG
241
Winton Group
United Kingdom
$487K +$487K +18,061 New
PCM
242
Prelude Capital Management
New York
$483K +$155K +5,740 +47%
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$481K +$44.4K +1,680 +10%
JCM
244
Jacobi Capital Management
Pennsylvania
$477K -$37.8K -1,401 -7%
A
245
AlphaQuest
New York
$475K +$475K +17,599 New
HWM
246
HB Wealth Management
Georgia
$469K -$143K -5,295 -23%
CIM
247
CIM Investment Management
Pennsylvania
$465K
Acadian Asset Management
248
Acadian Asset Management
Massachusetts
$458K +$458K +17,004 New
PFS
249
Prospera Financial Services
Texas
$458K -$21.3K -790 -4%
RVPG
250
Relative Value Partners Group
$455K -$78.8K -2,921 -15%