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Lincoln National

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
226
Davenport & Co
Virginia
$866K +$68.8K +2,170 +9%
Jones Financial Companies
227
Jones Financial Companies
Missouri
$864K +$417K +13,141 +93%
Simplex Trading
228
Simplex Trading
Illinois
$858K +$858K +27,076 New
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$838K -$29.2K -920 -3%
MOACM
230
Mutual of America Capital Management
New York
$818K +$6.5K +205 +0.8%
TRCT
231
Tower Research Capital (TRC)
New York
$784K +$653K +20,586 +498%
DADC
232
D.A. Davidson & Co
Montana
$783K -$87.4K -2,755 -10%
BCM
233
BluePath Capital Management
Georgia
$776K +$129K +4,205 +20%
IFU
234
iSAM Funds (UK)
United Kingdom
$776K +$398K +12,545 +105%
BPC
235
Bearing Point Capital
Minnesota
$772K +$772K +24,350 New
PFP
236
Pinnacle Financial Partners
Tennessee
$771K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$761K -$11.4K -360 -1%
BCFD
238
Boit C.F. David
$761K
Creative Planning
239
Creative Planning
Kansas
$758K +$62.8K +1,980 +9%
VI
240
Versor Investments
New York
$758K +$497K +15,684 +191%
NAAA
241
New Age Alpha Advisors
New York
$745K +$745K +23,508 New
HWM
242
HB Wealth Management
Georgia
$702K +$93.9K +2,961 +15%
A
243
AlphaQuest
New York
$692K +$452K +14,256 +188%
Neuberger Berman Group
244
Neuberger Berman Group
New York
$688K -$26.8K -845 -4%
PFM
245
Phillips Financial Management
Indiana
$683K +$64.7K +2,040 +10%
MML Investors Services
246
MML Investors Services
Massachusetts
$682K -$38.2K -1,205 -5%
IAA
247
Independent Advisor Alliance
North Carolina
$668K +$3.23K +102 +0.5%
HSA
248
Hussman Strategic Advisors
Maryland
$666K +$666K +21,000 New
CA
249
Cullinan Associates
Kentucky
$660K
SAI
250
Systematic Alpha Investments
New Jersey
$658K