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Lincoln National
LNC

Overview Fund Activity

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

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
251
OmniStar Financial Group
North Carolina
$655K +$2.98K +94 +0.5%
TI
252
Tidal Investments
Wisconsin
$651K +$121K +3,813 +23%
RFA
253
Register Financial Advisors
Georgia
$651K -$82.4K -2,597 -11%
Walleye Trading
254
Walleye Trading
New York
$632K -$2.45M -77,195 -79%
1IA
255
1620 Investment Advisors
Massachusetts
$616K +$1.87K +59 +0.3%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$611K -$11.5K -363 -2%
VF
257
Virtu Financial
New York
$606K +$194K +6,114 +47%
AWM
258
AE Wealth Management
Kansas
$605K -$42.6K -1,344 -7%
CL
259
COWA LLC
Oklahoma
$604K +$3.49K +110 +0.6%
AC
260
AXQ Capital
New Jersey
$601K -$1.04M -32,903 -63%
MIM
261
MTM Investment Management
South Carolina
$590K – – –
CIC
262
Cornercap Investment Counsel
Georgia
$589K – – –
KWM
263
Kingsview Wealth Management
Oregon
$578K -$7.26K -229 -1%
CB
264
Commerce Bank
Missouri
$577K -$7.17K -226 -1%
SSG
265
Summit Securities Group
New York
$571K +$571K +18,000 New
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$570K – – –
S
267
SignatureFD
Georgia
$563K -$96.8K -3,053 -15%
OC
268
Oppenheimer & Co
New York
$560K -$529K -16,687 -49%
DG
269
DMC Group
Alabama
$555K +$555K +17,499 New
UCFA
270
United Capital Financial Advisors
Texas
$553K -$38.1K -1,200 -6%
TPM
271
Triasima Portfolio Management
Quebec, Canada
$546K +$22.2K +699 +4%
CIM
272
Contravisory Investment Management
Massachusetts
$540K +$761 +24 +0.1%
WSFS
273
Wilmington Savings Fund Society
Delaware
$539K -$63 -2 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
274
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$538K +$75.6K +2,385 +16%
PFS
275
Prospera Financial Services
Texas
$537K -$5.46K -172 -1%
9 10
11
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