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Lincoln National

543 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 204 increasing their positions, 194 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $88.2M | Put options by funds: $73.6M

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

5% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 194

1% more capital invested

Capital invested by funds: $11.5B → $11.6B (+$88.9M)

0% more funds holding

Funds holding: 541543 (+2)

0.87% less ownership

Funds ownership: 85.98%85.11% (-0.87%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
543
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.61%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
43
Increased
204
Reduced
194
Closed
36
Calls
$88.2M
Puts
$73.6M
Net Calls
+$14.6M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$1.76M
MIU
277
Man Investments (UK)
United Kingdom
$1.68M +$1.61M +32,625 New
BCM
278
Birmingham Capital Management
Alabama
$1.68M
NJBEST
279
New Jersey Better Educational Savings Trust
New Jersey
$1.65M
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$1.6M -$52.1K -1,055 -3%
SC
281
SouthState Corp
Florida
$1.58M +$906K +18,327 +148%
Parallax Volatility Advisers
282
Parallax Volatility Advisers
California
$1.57M +$198K +4,001 +15%
WT
283
Wilmington Trust
Delaware
$1.55M +$165K +3,346 +13%
FMT
284
First Mercantile Trust
Tennessee
$1.54M
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$1.53M -$7.14M -144,401 -83%
BA
286
Bridgewater Associates
Connecticut
$1.53M +$399K +8,074 +37%
EVM
287
Eaton Vance Management
Massachusetts
$1.52M -$1.34M -27,045 -48%
Stifel Financial
288
Stifel Financial
Missouri
$1.5M +$355K +7,190 +33%
IGIM
289
I.G. Investment Management
Manitoba, Canada
$1.5M +$723K +14,630 +101%
ACI
290
Alpha Cubed Investments
California
$1.49M +$197K +3,991 +16%
FA
291
FDx Advisors
Illinois
$1.49M +$228K +4,604 +19%
ST
292
Sentinel Trust
Texas
$1.47M +$1.41M +28,600 New
William Blair & Company
293
William Blair & Company
Illinois
$1.43M -$71.7K -1,451 -5%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$1.43M -$1.78K -36 -0.1%
WTNA
295
Wilmington Trust National Association
Delaware
$1.42M +$264K +5,342 +24%
CSS
296
Cubist Systematic Strategies
Connecticut
$1.41M +$1.35M +27,382 New
VKH
297
Virtu KCG Holdings
New York
$1.38M +$554K +11,217 +72%
GL
298
GLG LLC
New York
$1.37M
JMPWA
299
JP Morgan Private Wealth Advisors
California
$1.35M +$186K +3,756 +17%
DCM
300
Dynamic Capital Management
Jersey
$1.33M +$496K +10,045 +64%