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Lincoln National

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
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
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DS
276
Dudley & Shanley
Florida
$284K +$284K +11,500 New
GT
277
Glenmede Trust
Pennsylvania
$283K -$247K -10,011 -47%
PCA
278
Pallas Capital Advisors
Massachusetts
$281K +$19.2K +897 +7%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$33K -1,337 -11%
WS
280
Wedbush Securities
California
$274K -$58.8K -2,385 -18%
CD
281
Chapin Davis
Maryland
$274K
BC
282
Bridgefront Capital
Texas
$270K +$270K +10,946 New
MCM
283
Mill Capital Management
North Carolina
$270K -$49.9K -2,020 -16%
TIAA Trust, National Association
284
TIAA Trust, National Association
North Carolina
$269K +$269K +10,880 New
CA
285
Clearstead Advisors
Ohio
$268K +$134K +5,431 +100%
PI
286
PineBridge Investments
New York
$267K +$267K +10,822 New
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$267K +$8.63K +349 +3%
USAA
288
United Services Automobile Association
Texas
$264K +$264K +10,690 New
MIC
289
Meridian Investment Counsel
California
$263K -$6.17K -250 -2%
LWM
290
Laidlaw Wealth Management
New York
$261K +$261K +10,580 New
PI
291
Putnam Investments
Massachusetts
$259K +$259K +10,485 New
IRC
292
Investors Research Corp
Georgia
$257K
1WA
293
180 Wealth Advisors
Washington
$257K +$53.8K +2,179 +27%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$248K +$248K +10,038 New
GIA
295
Gateway Investment Advisers
Ohio
$247K -$13K -525 -5%
GFA
296
Gifford Fong Associates
California
$247K
AIG
297
American International Group
New York
$246K -$793K -32,102 -76%
LIM
298
Leavell Investment Management
Alabama
$244K
JPMPWA
299
J.P. Morgan Private Wealth Advisors
California
$243K +$243K +9,835 New
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
$242K +$242K +9,793 New