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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWI
251
Thomas White International
Illinois
$2.36M +$186K +3,667 +9%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$2.28M +$18.7K +370 +0.8%
SAM
253
Shell Asset Management
Netherlands
$2.28M – – –
FCM
254
Fairholme Capital Management
Florida
$2.25M – – –
Fiera Capital (Canada)
255
Fiera Capital (Canada)
Quebec, Canada
$2.24M +$2.24M +44,200 New
Schroder Investment Management Group
256
Schroder Investment Management Group
United Kingdom
$2.21M -$29.1M -573,363 -93%
MSA
257
Mason Street Advisors
Wisconsin
$2.21M -$3.67M -72,376 -62%
OTPPB
258
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.18M -$477K -9,416 -18%
AB
259
AT Bancorp
Iowa
$2.18M -$17.1K -338 -0.8%
BO
260
Bank OZK
Arkansas
$2.1M -$38.4K -758 -2%
MLL
261
Moody Lynn & Lieberson
Massachusetts
$2.06M -$7.62M -150,330 -79%
PWAG
262
Polaris Wealth Advisory Group
California
$2.06M +$338K +6,664 +20%
WBC
263
Westpac Banking Corp
Australia
$2.03M -$797K -15,736 -28%
MOACM
264
Mutual of America Capital Management
New York
$2.01M -$24.5K -484 -1%
BC
265
Brinker Capital
Pennsylvania
$1.96M +$49.8K +983 +3%
PP
266
PDT Partners
New York
$1.95M +$1.95M +38,500 New
Victory Capital Management
267
Victory Capital Management
Texas
$1.94M -$532K -10,500 -22%
Janus Henderson Group
268
Janus Henderson Group
United Kingdom
$1.93M +$506K +9,988 +35%
MC
269
Menta Capital
California
$1.92M +$765K +15,100 +66%
WAM
270
World Asset Management
Michigan
$1.84M -$248K -4,904 -12%
SFM
271
Soros Fund Management
New York
$1.82M +$1.82M +36,000 New
KCM
272
Kempner Capital Management
Texas
$1.81M -$5.93K -117 -0.3%
Nomura Asset Management
273
Nomura Asset Management
Japan
$1.8M -$292K -5,760 -14%
LMGAM
274
Liberty Mutual Group Asset Management
Massachusetts
$1.8M +$277K +5,470 +18%
AIM
275
abrdn Investment Management
United Kingdom
$1.78M +$684K +13,504 +63%
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