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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
FDx Advisors
Illinois
$1.23M +$339K +6,693 +38%
SAM
302
Securian Asset Management
Minnesota
$1.19M +$7.7K +152 +0.6%
TMAM
303
Tokio Marine Asset Management
Japan
$1.16M -$50.7K -1,000 -4%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$1.16M -$221K -4,386 -16%
CIC
305
Canal Insurance Company
South Carolina
$1.15M – – –
M&T Bank
306
M&T Bank
New York
$1.15M – – –
JPMPWA
307
J.P. Morgan Private Wealth Advisors
California
$1.14M +$1.14M +22,581 New
OA
308
OFI Advisors
Pennsylvania
$1.13M +$110K +2,162 +11%
WTNA
309
Wilmington Trust National Association
Delaware
$1.13M +$247K +4,880 +28%
Stifel Financial
310
Stifel Financial
Missouri
$1.12M +$1.12M +22,007 New
KRS
311
Kentucky Retirement Systems
Kentucky
$1.11M +$10.1K +199 +0.9%
BA
312
Bridgewater Associates
Connecticut
$1.1M +$1.1M +21,718 New
LSERS
313
Louisiana State Employees Retirement System
Louisiana
$1.06M -$10.1K -200 -0.9%
Envestnet Asset Management
314
Envestnet Asset Management
Illinois
$1.05M +$62.9K +1,241 +6%
DCM
315
Dupont Capital Management
Delaware
$1.03M – – –
MPI
316
Mairs & Power Inc
Minnesota
$1.01M – – –
CAM
317
Capstone Asset Management
Texas
$1.01M -$249K -4,920 -20%
GCA
318
Gideon Capital Advisors
New York
$995K -$327K -6,460 -25%
LC
319
Loews Corp
New York
$988K – – –
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$983K -$26.3K -520 -3%
RJFSA
321
Raymond James Financial Services Advisors
Florida
$972K -$212K -4,175 -18%
1IC
322
1919 Investment Counsel
Maryland
$966K -$22.8K -450 -2%
CPIM
323
Columbia Partners Investment Management
Virginia
$960K +$9.07K +179 +1%
PP
324
Palladium Partners
Virginia
$953K -$1.27K -25 -0.1%
IMS
325
Index Management Solutions
Pennsylvania
$943K +$879K +17,337 +1,364%
11 12
13
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