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Lincoln National

526 hedge funds and large institutions have $3.85B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
48
Increased
186
Reduced
184
Closed
52
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
276
Jacobi Capital Management
Pennsylvania
$501K -$10.3K -326 -2%
N
277
Numerai
California
$497K -$818K -25,971 -62%
HIC
278
Holderness Investments Company
North Carolina
$495K
EBSAM
279
Eubel Brady & Suttman Asset Management
Ohio
$494K
GIA
280
Guyasuta Investment Advisors
Pennsylvania
$473K -$378K -12,000 -44%
1WA
281
180 Wealth Advisors
Washington
$472K +$25.5K +808 +6%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$469K +$18.6K +590 +4%
SI
283
Stephens Inc
Arkansas
$463K +$25.2K +800 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
284
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$460K +$460K +14,594 New
State of Wisconsin Investment Board
285
State of Wisconsin Investment Board
Wisconsin
$452K
Jones Financial Companies
286
Jones Financial Companies
Missouri
$443K +$139K +4,415 +46%
CIA
287
Concurrent Investment Advisors
Florida
$443K -$53.4K -1,695 -11%
AWG
288
Altus Wealth Group
Colorado
$436K +$126K +3,987 +40%
DM
289
Deerfield Management
New York
$428K +$428K +13,586 New
MC
290
Matisse Capital
Oregon
$425K
FFA
291
Farther Finance Advisors
California
$424K +$74.5K +2,363 +21%
SVWAG
292
Sound View Wealth Advisors Group
Georgia
$420K +$52K +1,650 +14%
Mitsubishi UFJ Trust & Banking
293
Mitsubishi UFJ Trust & Banking
Japan
$412K +$296K +9,378 +253%
VF
294
Virtu Financial
New York
$409K -$14.7K -467 -3%
Brown Advisory
295
Brown Advisory
Maryland
$404K -$315 -10 -0.1%
TIAA Trust, National Association
296
TIAA Trust, National Association
North Carolina
$403K +$64.4K +2,044 +19%
KeyBank National Association
297
KeyBank National Association
Ohio
$396K +$4.7K +149 +1%
Mackenzie Financial
298
Mackenzie Financial
Ontario, Canada
$393K -$1.18M -37,316 -75%
KIM
299
Kestra Investment Management
Texas
$386K +$386K +12,244 New
CCG
300
Ceeto Capital Group
Florida
$378K