LNC icon

Lincoln National
LNC

Overview Fund Activity

515 hedge funds and large institutions have $4.08B invested in Lincoln National in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 202 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-103
Holders Change %
-16.67%
% of All Funds
11.38%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
54
Increased
187
Reduced
202
Closed
149
Calls
$17M
Puts
$30.8M
Net Calls
-$13.8M
Net Calls Change
-$2.62M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.4M
2
CVA
Ceredex Value Advisors
Florida
+$42.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
4
CIP
Cornerstone Investment Partners
Georgia
+$30.1M
5
Dodge & Cox
Dodge & Cox
California
+$29.8M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$132M
2
EIP
Easterly Investment Partners
Massachusetts
-$75.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$73.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFA
326
Gifford Fong Associates
California
$263K – – –
LI
327
Leap Investments
Illinois
$263K +$263K +10,000 New
Creative Planning
328
Creative Planning
Kansas
$262K +$110K +4,162 +72%
FT
329
Fiduciary Trust
Massachusetts
$259K -$29.9K -1,137 -10%
TCM
330
Twin Capital Management
Pennsylvania
$256K +$1.32K +50 +0.5%
SFC
331
SYM Financial Corp
Indiana
$256K +$256K +9,737 New
SBIA
332
Sheaff Brock Investment Advisors
Indiana
$255K -$23.7K -900 -8%
HFP
333
Holistic Financial Partners
Indiana
$253K – – –
ONST
334
Old North State Trust
North Carolina
$252K – – –
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$249K +$11.8K +450 +5%
PAM
336
Panagora Asset Management
Massachusetts
$243K -$3.64M -138,203 -94%
FWP
337
FAS Wealth Partners
Kansas
$240K +$240K +9,105 New
SAM
338
Shell Asset Management
Netherlands
$239K -$134K -5,075 -36%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$238K – – –
EOJOAM
340
E. Ohman J:or Asset Management
Sweden
$237K -$36.8K -1,400 -13%
Baird Financial Group
341
Baird Financial Group
Wisconsin
$236K -$7.89K -300 -3%
NGA
342
Naples Global Advisors
Florida
$234K -$3.61K -137 -2%
William Blair & Company
343
William Blair & Company
Illinois
$229K -$2.82K -107 -1%
WP
344
WealthSource Partners
California
$229K +$89.7K +3,410 +64%
FWIA
345
Fort Washington Investment Advisors
Ohio
$227K +$91.7K +3,486 +68%
BFS
346
Bradley Foster & Sargent
Connecticut
$224K -$6.59K -250 -3%
SAM
347
Silvercrest Asset Management
New York
$223K – – –
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$221K -$26.3K -1,000 -11%
UB
349
UMB Bank
Missouri
$220K -$124K -4,729 -36%
PAG
350
Private Advisor Group
New Jersey
$219K -$490K -18,637 -69%
12 13
14
15 16