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Lincoln National

526 hedge funds and large institutions have $3.85B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
48
Increased
186
Reduced
184
Closed
52
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$792K +$792K +27,340 New
DC
227
Davenport & Co
Virginia
$792K +$125K +3,955 +19%
OTL
228
Oak Thistle LLC
New York
$768K +$401K +12,724 +109%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$768K -$62.4K -1,980 -8%
PFP
230
Pinnacle Financial Partners
Tennessee
$766K
BCFD
231
Boit C.F. David
$734K
RFA
232
Register Financial Advisors
Georgia
$729K +$47.4K +1,503 +7%
MML Investors Services
233
MML Investors Services
Massachusetts
$716K -$181K -5,746 -20%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$710K -$26.1K -827 -4%
Teacher Retirement System of Texas
235
Teacher Retirement System of Texas
Texas
$703K +$246K +7,819 +54%
JFG
236
Jefferies Financial Group
New York
$693K +$693K +22,000 New
Creative Planning
237
Creative Planning
Kansas
$691K +$45.7K +1,451 +7%
CA
238
Cullinan Associates
Kentucky
$685K
BCM
239
BluePath Capital Management
Georgia
$663K -$113K -3,589 -15%
IAA
240
Independent Advisor Alliance
North Carolina
$660K -$686K -21,786 -51%
S
241
SignatureFD
Georgia
$656K +$5.33K +169 +0.8%
Wolverine Trading
242
Wolverine Trading
Illinois
$655K +$268K +8,527 +69%
SAI
243
Systematic Alpha Investments
New Jersey
$653K
OFG
244
OmniStar Financial Group
North Carolina
$648K +$2.96K +94 +0.5%
AWM
245
AE Wealth Management
Kansas
$643K -$6.71K -213 -1%
AWS
246
Atria Wealth Solutions
New York
$628K +$357K +11,341 +132%
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$619K -$11.3K -358 -2%
PFM
248
Phillips Financial Management
Indiana
$614K +$27.6K +877 +5%
1IA
249
1620 Investment Advisors
Massachusetts
$611K +$5.58K +177 +0.9%
HWM
250
HB Wealth Management
Georgia
$605K -$12.6K -399 -2%