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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$1.02M +$109K +1,968 +14%
Janney Montgomery Scott
277
Janney Montgomery Scott
Pennsylvania
$1.02M -$285K -5,154 -24%
SPC
278
Sigma Planning Corp
Michigan
$1.02M +$87K +1,575 +11%
TNA
279
True North Advisors
Texas
$998K -$774 -14 -0.1%
IIM
280
Intact Investment Management
Quebec, Canada
$996K +$884K +16,000 New
TF
281
TIAA FSB
Florida
$994K -$43K -778 -5%
CL
282
CSS LLC
Illinois
$979K +$869K +15,723 New
SW
283
SVB Wealth
Massachusetts
$966K +$342K +6,187 +66%
SAM
284
Securian Asset Management
Minnesota
$950K -$35.8K -647 -4%
Creative Planning
285
Creative Planning
Kansas
$934K +$21.8K +394 +3%
DA
286
Duality Advisers
Florida
$929K -$173K -3,125 -17%
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$919K +$815K +14,756 New
Holocene Advisors
288
Holocene Advisors
New York
$897K -$1.67M -30,215 -68%
N
289
Natixis
France
$890K +$172K +3,116 +28%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$870K -$56.2K -1,017 -7%
HIC
291
Holderness Investments Company
North Carolina
$870K +$25.7K +465 +3%
EMPI
292
Elo Mutual Pension Insurance
Finland
$868K +$11.3K +204 +1%
GT
293
Glenmede Trust
Pennsylvania
$860K -$101K -1,834 -12%
BC
294
Bridgefront Capital
Texas
$856K +$235K +4,244 +45%
Verition Fund Management
295
Verition Fund Management
Connecticut
$842K +$748K +13,527 New
JIC
296
Johnson Investment Counsel
Ohio
$820K
CSS
297
Cubist Systematic Strategies
Connecticut
$819K -$2.63M -47,498 -78%
VPIM
298
Vanguard Personalized Indexing Management
California
$819K +$181K +3,283 +33%
HT
299
HAP Trading
New York
$818K -$214K -3,867 -23%
EI
300
Ethic Inc
New York
$807K +$192K +3,472 +37%