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Lincoln National

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HFP
301
Holistic Financial Partners
Indiana
$238K
SCM
302
Shelton Capital Management
Colorado
$234K +$234K +9,471 New
GCP
303
GSA Capital Partners
United Kingdom
$231K -$839K -33,932 -78%
HH
304
Hilltop Holdings
Texas
$229K +$14.5K +587 +7%
URS
305
Utah Retirement Systems
Utah
$227K -$488K -19,750 -68%
FTDI
306
First Trust Direct Indexing
Massachusetts
$227K +$227K +9,181 New
SW
307
SteelPeak Wealth
California
$226K -$35.8K -1,448 -14%
SWM
308
SeaCrest Wealth Management
New York
$226K +$2.69K +109 +1%
CGH
309
Crossmark Global Holdings
Texas
$225K -$53.3K -2,247 -19%
ONB
310
Old National Bancorp
Indiana
$221K -$1.11K -45 -0.5%
SRC
311
Sage Rhino Capital
California
$218K +$218K +8,823 New
CC
312
Cipher Capital
New York
$218K +$218K +8,822 New
OQS
313
Occudo Quantitative Strategies
Florida
$217K +$217K +8,804 New
ECM
314
Evergreen Capital Management
Washington
$214K +$2.62K +106 +1%
SW
315
SVB Wealth
Massachusetts
$212K +$212K +8,573 New
BAM
316
Brave Asset Management
New Jersey
$212K -$47.7K -1,932 -18%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$208K -$65.9K -2,666 -24%
SFS
318
Security Financial Services
Indiana
$208K +$617 +25 +0.3%
BFS
319
Bradley Foster & Sargent
Connecticut
$206K
X
320
Xponance
Pennsylvania
$206K -$553K -22,402 -73%
SC
321
Savant Capital
Illinois
$204K +$204K +8,264 New
MP
322
MSD Partners
New York
$203K
HNB
323
Huntington National Bank
Ohio
$202K +$494 +20 +0.2%
PA
324
Parallel Advisors
California
$201K -$1.26K -51 -0.6%
PL
325
Plancorp LLC
Missouri
$201K +$395 +16 +0.2%