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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 %
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$1.74M +$1.74M +34,313 New
BCM
277
Birmingham Capital Management
Alabama
$1.65M – – –
JG
278
Jefferies Group
New York
$1.64M +$684K +13,506 +71%
WA
279
Whitebox Advisors
Minnesota
$1.64M +$899K +17,750 +121%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$1.63M -$22.6K -446 -1%
NJBEST
281
New Jersey Better Educational Savings Trust
New Jersey
$1.62M – – –
Jane Street
282
Jane Street
New York
$1.61M +$1.13M +22,228 +232%
AAM
283
Aureus Asset Management
Massachusetts
$1.56M -$61.7K -1,218 -4%
FMT
284
First Mercantile Trust
Tennessee
$1.52M +$441K +8,700 +41%
William Blair & Company
285
William Blair & Company
Illinois
$1.49M +$334K +6,595 +29%
RC
286
RegentAtlantic Capital
New Jersey
$1.48M +$367K +7,250 +33%
BOH
287
Bank of Hawaii
Hawaii
$1.48M -$786K -15,511 -35%
Natixis Advisors
288
Natixis Advisors
Massachusetts
$1.47M +$311K +6,139 +27%
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$1.44M -$13.8M -272,636 -91%
NC
290
Northpointe Capital
Michigan
$1.44M -$153K -3,029 -10%
FMWA
291
Forvis Mazars Wealth Advisors
Missouri
$1.41M – – –
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$1.41M -$108K -2,137 -7%
WT
293
Wilmington Trust
Delaware
$1.35M +$43.7K +862 +3%
GL
294
GLG LLC
New York
$1.35M +$1.35M +26,682 New
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$1.35M -$1.09M -21,455 -45%
KBC Group
296
KBC Group
Belgium
$1.34M -$250K -4,925 -16%
CPC
297
Cookson Peirce & Co
Pennsylvania
$1.3M +$70.9K +1,400 +6%
AAM
298
Aberdeen Asset Management
United Kingdom
$1.29M -$30.4K -600 -2%
Bessemer Group
299
Bessemer Group
New Jersey
$1.28M +$50K +986 +4%
ACI
300
Alpha Cubed Investments
California
$1.27M -$36.9K -727 -3%
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