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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
301
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$718K -$857K -20,157 -59%
EMPI
302
Elo Mutual Pension Insurance
Finland
$691K +$584K +13,739 New
CCMG
303
Clark Capital Management Group
Pennsylvania
$684K +$578K +13,605 New
HIC
304
Holderness Investments Company
North Carolina
$680K -$54.9K -1,291 -9%
LCM
305
Laurion Capital Management
New York
$676K +$571K +13,431 New
CC
306
Cornerstone Capital
California
$663K +$560K +13,176 New
JIC
307
Johnson Investment Counsel
Ohio
$662K -$2.76K -65 -0.5%
QC
308
Quadrature Capital
United Kingdom
$661K -$2.75M -64,679 -83%
SFM
309
Systematic Financial Management
New Jersey
$647K +$364K +8,560 +199%
AIM
310
Aigen Investment Management
New York
$645K -$4.46M -104,989 -89%
CFA
311
Carroll Financial Associates
North Carolina
$635K
LIA
312
LS Investment Advisors
Michigan
$635K +$4.12K +97 +0.8%
IB
313
Intrust Bank
Kansas
$627K -$42.4K -997 -7%
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$626K -$60.2K -1,415 -10%
NMERB
315
New Mexico Educational Retirement Board
New Mexico
$622K
GCP
316
GSA Capital Partners
United Kingdom
$620K +$524K +12,331 New
1IA
317
1834 Investment Advisors
Wisconsin
$618K -$181K -4,252 -26%
FQ
318
First Quadrant
California
$612K
AC
319
Allstate Corporation
Illinois
$608K
IG
320
ING Group
Netherlands
$606K +$512K +12,050 New
CS
321
Cannell & Spears
New York
$604K -$54.5K -1,282 -10%
LIM
322
Leavell Investment Management
Alabama
$602K -$17K -400 -3%
BCI
323
Brinker Capital Investments
Pennsylvania
$601K -$499K -11,748 -50%
KRS
324
Kentucky Retirement Systems
Kentucky
$591K +$49.3K +1,160 +11%
SIM
325
Sentry Investment Management
Wisconsin
$586K

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.