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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 %
MC
251
Matisse Capital
Oregon
$445K +$445K +16,500 New
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$443K +$443K +16,425 New
RFA
253
Register Financial Advisors
Georgia
$439K +$54.7K +2,030 +14%
OA
254
Oracle Alpha
Ontario, Canada
$425K +$425K +15,744 New
SPC
255
Sigma Planning Corp
Michigan
$424K -$718K -26,639 -63%
EBSAM
256
Eubel Brady & Suttman Asset Management
Ohio
$423K
AIM
257
Aigen Investment Management
New York
$418K +$418K +15,491 New
FTDI
258
First Trust Direct Indexing
Massachusetts
$402K +$154K +5,710 +62%
AT
259
Arden Trust
Delaware
$396K +$54.6K +2,023 +16%
FHC
260
First Heartland Consultants
Missouri
$396K -$427K -15,828 -52%
Alyeska Investment Group
261
Alyeska Investment Group
Illinois
$394K +$394K +14,599 New
Verition Fund Management
262
Verition Fund Management
Connecticut
$390K -$583K -21,617 -60%
HIC
263
Holderness Investments Company
North Carolina
$376K +$61.9K +2,294 +20%
Schroder Investment Management Group
264
Schroder Investment Management Group
United Kingdom
$375K +$375K +13,795 New
CA
265
Cetera Advisors
Colorado
$373K -$290K -10,766 -44%
Brown Advisory
266
Brown Advisory
Maryland
$371K -$27K -1,000 -7%
1WA
267
180 Wealth Advisors
Washington
$371K +$86.5K +3,166 +30%
Allianz Asset Management
268
Allianz Asset Management
Germany
$366K -$122K -4,539 -25%
SVWAG
269
Sound View Wealth Advisors Group
Georgia
$364K +$17.8K +661 +5%
SPA
270
Sherbrooke Park Advisers
New York
$360K -$67K -2,485 -16%
Parallax Volatility Advisers
271
Parallax Volatility Advisers
California
$354K +$354K +13,135 New
PCA
272
Pallas Capital Advisors
Massachusetts
$347K -$6.37K -236 -2%
IMC Chicago
273
IMC Chicago
Illinois
$338K +$338K +12,538 New
RBCM
274
Raub Brock Capital Management
California
$337K -$121K -4,500 -26%
CCM
275
Coldstream Capital Management
Washington
$336K -$137K -5,065 -29%