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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
301
Systematic Financial Management
New Jersey
$802K +$1.66K +30 +0.2%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$770K
AC
303
Allstate Corporation
Illinois
$768K +$13.2K +238 +2%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$766K +$39.6K +717 +6%
FQ
305
First Quadrant
California
$757K
CS
306
Cannell & Spears
New York
$747K
LOAMS
307
Lombard Odier Asset Management (Switzerland)
Switzerland
$747K +$663K +11,996 New
LIM
308
Leavell Investment Management
Alabama
$745K
IG
309
ING Group
Netherlands
$744K -$5.69K -103 -0.9%
CFA
310
Carroll Financial Associates
North Carolina
$738K -$42.8K -775 -6%
CG
311
Caprock Group
Idaho
$737K +$73.2K +1,324 +13%
GT
312
Greenleaf Trust
Michigan
$732K +$59.2K +1,071 +10%
DAS
313
Dynamic Advisor Solutions
Arizona
$722K +$240K +4,350 +60%
SRC
314
Shufro Rose & Co
New York
$715K
B
315
Barings
North Carolina
$712K +$288K +5,212 +84%
MF
316
Magnetar Financial
Illinois
$709K +$629K +11,383 New
QC
317
Quadrature Capital
United Kingdom
$701K -$103K -1,861 -14%
Mariner
318
Mariner
Kansas
$699K +$4.64K +84 +0.8%
IB
319
Intrust Bank
Kansas
$697K -$70.4K -1,273 -10%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$697K -$5.53K -100 -0.9%
HI
321
Harbour Investments
Wisconsin
$689K +$611K +11,062 New
Nordea Investment Management
322
Nordea Investment Management
Sweden
$688K -$68.7M -1,242,616 -99%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$665K
KRS
324
Kentucky Retirement Systems
Kentucky
$664K -$60.7K -1,098 -9%
SIC
325
Salem Investment Counselors
North Carolina
$659K