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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 %
MAM
326
Mizuho Asset Management
Japan
$938K -$66.4K -1,310 -7%
PWW
327
Pettyjohn Wood & White
Virginia
$913K -$34.2K -675 -4%
SCM
328
Stevens Capital Management
Pennsylvania
$881K +$881K +17,384 New
WCA
329
Waratah Capital Advisors
Ontario, Canada
$876K -$7.39M -145,910 -89%
CG
330
Colony Group
Massachusetts
$875K +$47.2K +932 +6%
OAC
331
OMERS Administration Corp
Ontario, Canada
$872K +$872K +17,200 New
LWM
332
LBA Wealth Management
Florida
$860K -$11.4K -225 -1%
PAG
333
Private Advisor Group
New Jersey
$838K +$123K +2,423 +17%
Twin Tree Management
334
Twin Tree Management
Texas
$811K +$811K +16,007 New
DCM
335
Dynamic Capital Management
Jersey
$800K -$178K -3,518 -18%
KAM
336
Keeley Asset Management
Illinois
$798K – – –
VKH
337
Virtu KCG Holdings
New York
$789K -$375K -7,404 -32%
Mackenzie Financial
338
Mackenzie Financial
Ontario, Canada
$776K +$66.4K +1,310 +9%
V
339
Veritable
Delaware
$765K +$3.65K +72 +0.5%
VFP
340
Verus Financial Partners
Virginia
$754K – – –
JIC
341
Johnson Investment Counsel
Ohio
$750K -$112K -2,216 -13%
SCA
342
SAC Capital Advisors
Connecticut
$743K -$10.7M -211,286 -94%
DSC
343
Duncker Streett & Co
Missouri
$742K – – –
IGIM
344
I.G. Investment Management
Manitoba, Canada
$732K +$25.3K +500 +4%
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$724K +$85.8K +1,693 +13%
Creative Planning
346
Creative Planning
Kansas
$723K +$84.6K +1,670 +13%
YMRC
347
Yorktown Management & Research Company
Virginia
$715K -$30.4K -600 -4%
Nordea Investment Management
348
Nordea Investment Management
Sweden
$705K – – –
HighTower Advisors
349
HighTower Advisors
Illinois
$691K +$490K +9,666 +243%
HPBT
350
High Point Bank & Trust
North Carolina
$677K +$58.8K +1,160 +10%
12 13
14
15 16