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Lincoln National

533 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 178 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
178
Reduced
179
Closed
42
Calls
$97M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SAI
251
Systematic Alpha Investments
New Jersey
$645K
S
252
SignatureFD
Georgia
$642K +$475K +15,271 +284%
AWM
253
AE Wealth Management
Kansas
$642K +$60.3K +1,938 +10%
Creative Planning
254
Creative Planning
Kansas
$637K -$85.1K -2,736 -12%
OFG
255
OmniStar Financial Group
North Carolina
$636K -$12.7K -409 -2%
JIP
256
Jaffetilchin Investment Partners
Florida
$629K +$30.6K +984 +5%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$622K +$35.6K +1,144 +6%
HWM
258
HB Wealth Management
Georgia
$609K +$19.7K +632 +3%
UCFA
259
United Capital Financial Advisors
Texas
$607K -$62.4K -2,005 -9%
GLA
260
Great Lakes Advisors
Illinois
$605K -$113K -3,629 -16%
IC
261
IEQ Capital
California
$605K +$208K +6,689 +52%
TI
262
Tidal Investments
Wisconsin
$602K -$345K -11,103 -36%
1IA
263
1620 Investment Advisors
Massachusetts
$597K +$5.41K +174 +0.9%
KWM
264
Kingsview Wealth Management
Oregon
$594K -$2.82M -90,734 -83%
DF
265
Donoghue Forlines
Massachusetts
$581K +$581K +18,670 New
PFM
266
Phillips Financial Management
Indiana
$579K +$467 +15 +0.1%
MIM
267
MTM Investment Management
South Carolina
$579K
CB
268
Commerce Bank
Missouri
$575K
PI
269
PFG Investments
New York
$562K +$242K +7,787 +76%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$559K -$86.3K -2,774 -13%
CL
271
Choreo LLC
Illinois
$555K +$555K +17,723 New
PFS
272
Prospera Financial Services
Texas
$538K +$23.6K +758 +5%
CIM
273
Contravisory Investment Management
Massachusetts
$537K -$1.71K -55 -0.3%
Bessemer Group
274
Bessemer Group
New Jersey
$536K -$32.2K -1,035 -6%
CIM
275
CIM Investment Management
Pennsylvania
$532K -$4.23K -136 -0.8%