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Lincoln National
475 hedge funds and large institutions have $3.11B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 166 increasing their positions, 158 reducing their positions, and 78 closing their positions.
New
Increased
Maintained
Reduced
Closed
5% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 158
0.87% more ownership
Funds ownership: 73.04% → 73.91% (+0.87%)
2% less capital invested
Capital invested by funds: $3.18B → $3.11B (-$75.6M)
4% less funds holding
Funds holding: 495 → 475 (-20)
21% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 78
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
54% less call options, than puts
Call options by funds: $95M | Put options by funds: $206M
Holders
475
Holders Change
-20
Holders Change %
-4.04%
% of All Funds
7.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
166
Reduced
158
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M
Top Buyers
| 1 |
BlackRock
New York
|
+$143M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$107M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$28.7M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$20.7M |
| 5 |
Two Sigma Investments
New York
|
+$20.3M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$147M |
| 2 |
State Street
Boston,
Massachusetts
|
-$81.3M |
| 3 |
MCM
Moore Capital Management
New York
|
-$35.2M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$25.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.8M |
