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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
276
Group One Trading
Illinois
$535K +$535K +16,867 New
CIM
277
CIM Investment Management
Pennsylvania
$529K -$698 -22 -0.1%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$511K +$38.8K +1,222 +8%
HA
279
Huntleigh Advisors
Missouri
$506K +$506K +15,968 New
JCM
280
Jacobi Capital Management
Pennsylvania
$505K +$1.33K +42 +0.3%
BWM
281
BlackDiamond Wealth Management
New York
$504K -$11.1K -350 -2%
State of Wisconsin Investment Board
282
State of Wisconsin Investment Board
Wisconsin
$503K +$48.5K +1,528 +11%
N
283
Numerai
California
$500K – – –
EBSAM
284
Eubel Brady & Suttman Asset Management
Ohio
$497K – – –
CL
285
Choreo LLC
Illinois
$494K -$55.8K -1,770 -10%
AIM
286
Aigen Investment Management
New York
$492K -$49.7K -1,568 -9%
HIC
287
Holderness Investments Company
North Carolina
$486K -$12.5K -395 -3%
D.E. Shaw & Co
288
D.E. Shaw & Co
New York
$486K -$872K -27,501 -64%
KRSITF
289
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$480K +$480K +9,290 New
1WA
290
180 Wealth Advisors
Washington
$476K +$444 +14 +0.1%
GIA
291
Guyasuta Investment Advisors
Pennsylvania
$476K – – –
IP
292
Intellectus Partners
California
$475K -$351K -11,074 -43%
CIBC World Market
293
CIBC World Market
Ontario, Canada
$460K +$460K +14,520 New
GC
294
Guggenheim Capital
Illinois
$455K +$114K +3,606 +34%
PTC
295
Petrus Trust Company
Texas
$453K -$380K -11,989 -46%
EF
296
Empowered Funds
Pennsylvania
$450K +$450K +14,179 New
Focus Partners Wealth
297
Focus Partners Wealth
Massachusetts
$445K +$445K +14,044 New
CAM
298
Cresset Asset Management
Illinois
$442K -$1.08M -33,956 -71%
SI
299
Stephens Inc
Arkansas
$441K -$25.4K -800 -5%
AWG
300
Altus Wealth Group
Colorado
$432K -$7.52K -237 -2%
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