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Lincoln National
LNC

Overview Fund Activity

559 hedge funds and large institutions have $5.6B invested in Lincoln National in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 169 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+44
Holders Change %
+8.54%
% of All Funds
11.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
96
Increased
169
Reduced
221
Closed
49
Calls
$52.2M
Puts
$49.5M
Net Calls
+$2.7M
Net Calls Change
+$16.5M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$161M
2
APG Asset Management
APG Asset Management
Netherlands
+$57.3M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$42.1M
4
Prudential Financial
Prudential Financial
New Jersey
+$36.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$24.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$58.6M
2
CVA
Ceredex Value Advisors
Florida
-$42.2M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$38.3M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$30.5M
5
Truist Financial
Truist Financial
North Carolina
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRS
326
Kentucky Retirement Systems
Kentucky
$396K -$103K -2,788 -21%
Creative Planning
327
Creative Planning
Kansas
$396K +$29.7K +807 +8%
AIP
328
Ahrens Investment Partners
Louisiana
$394K +$394K +10,700 New
NMIMC
329
Northwestern Mutual Investment Management Company
Wisconsin
$391K +$11.6K +315 +3%
BAM
330
Blueshift Asset Management
New Jersey
$390K +$390K +10,608 New
SIC
331
Salem Investment Counselors
North Carolina
$389K – – –
X
332
Xponance
Pennsylvania
$387K +$387K +10,518 New
IAA
333
Independent Advisor Alliance
North Carolina
$382K +$7.92K +215 +2%
VFA
334
Valeo Financial Advisors
Indiana
$381K +$1.25K +34 +0.3%
BFO
335
Boston Family Office
Massachusetts
$378K -$37 -1 -0%
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$377K -$1.93M -52,551 -84%
Capstone Investment Advisors
337
Capstone Investment Advisors
New York
$376K +$177K +4,810 +89%
RIM
338
Regent Investment Management
Kentucky
$373K +$89.5K +2,432 +32%
GI
339
Gradient Investments
Minnesota
$371K – – –
VPIM
340
Vanguard Personalized Indexing Management
California
$371K +$371K +10,074 New
GFA
341
Gifford Fong Associates
California
$368K – – –
BOC
342
Barbara Oil Co
Illinois
$368K – – –
CI
343
Cigna Investments
Connecticut
$368K +$368K +10,010 New
LAM
344
Lingohr Asset Management
Germany
$360K -$19.2K -515 -5%
SFC
345
SYM Financial Corp
Indiana
$358K – – –
SBIA
346
Sheaff Brock Investment Advisors
Indiana
$357K – – –
HFP
347
Holistic Financial Partners
Indiana
$354K – – –
ONST
348
Old North State Trust
North Carolina
$352K – – –
WAM
349
World Asset Management
Michigan
$351K -$78.2K -2,126 -18%
LCM
350
Laurion Capital Management
New York
$350K +$350K +9,525 New
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14
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