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Lincoln National

502 hedge funds and large institutions have $3.94B invested in Lincoln National in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 161 increasing their positions, 174 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
502
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
68
Increased
161
Reduced
174
Closed
63
Calls
$101M
Puts
$188M
Net Calls
-$87.1M
Net Calls Change
+$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
251
Phillips Financial Management
Indiana
$594K -$12.8K -400 -2%
CB
252
Commerce Bank
Missouri
$590K -$1.5K -47 -0.3%
Bessemer Group
253
Bessemer Group
New Jersey
$584K -$492K -15,389 -46%
BWM
254
BlackDiamond Wealth Management
New York
$584K -$4.12K -129 -0.7%
PCM
255
Prelude Capital Management
New York
$580K +$8.11K +254 +1%
IAA
256
Independent Advisor Alliance
North Carolina
$576K +$185K +5,797 +47%
JCM
257
Jacobi Capital Management
Pennsylvania
$571K +$6.77K +212 +1%
Teacher Retirement System of Texas
258
Teacher Retirement System of Texas
Texas
$554K -$42.8K -1,341 -7%
CIM
259
Contravisory Investment Management
Massachusetts
$553K +$553K +17,321 New
CIM
260
CIM Investment Management
Pennsylvania
$551K
CL
261
COWA LLC
Oklahoma
$540K +$157K +4,915 +41%
PFS
262
Prospera Financial Services
Texas
$528K -$14K -438 -3%
MC
263
Matisse Capital
Oregon
$527K
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$526K +$1.28K +40 +0.2%
AT
265
Arden Trust
Delaware
$522K +$52.5K +1,645 +11%
EBSAM
266
Eubel Brady & Suttman Asset Management
Ohio
$500K
SA
267
SpiderRock Advisors
Delaware
$498K +$498K +18,325 New
ACM
268
Aquatic Capital Management
Illinois
$495K -$2.14M -67,100 -81%
CIA
269
Concurrent Investment Advisors
Florida
$482K +$482K +15,110 New
FTDI
270
First Trust Direct Indexing
Massachusetts
$480K +$4.41K +138 +0.9%
GCP
271
GSA Capital Partners
United Kingdom
$479K -$2.9M -90,787 -86%
PAS
272
Point72 Asia (Singapore)
Singapore
$470K +$470K +14,713 New
RVPG
273
Relative Value Partners Group
$460K -$2.64K -96 -0.6%
1WA
274
180 Wealth Advisors
Washington
$455K +$21.6K +676 +5%
SI
275
Stephens Inc
Arkansas
$444K +$198K +6,200 +80%