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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
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$659K +$19.4K +351 +3%
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$658K -$103K -1,872 -15%
AB
328
Amalgamated Bank
New York
$658K -$21.8K -395 -4%
HNB
329
Huntington National Bank
Ohio
$656K -$8.29K -150 -1%
LIA
330
LS Investment Advisors
Michigan
$650K -$121K -2,193 -17%
FAF
331
Första AP-fonden
Sweden
$648K +$575K +10,400 New
BFO
332
Boston Family Office
Massachusetts
$639K
X
333
Xponance
Pennsylvania
$628K -$3.21K -58 -0.6%
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$627K -$10.4K -188 -2%
ACM
335
AlphaCrest Capital Management
New York
$626K -$241K -4,363 -30%
PAG
336
Private Advisor Group
New Jersey
$624K +$15.4K +279 +3%
GFA
337
Gifford Fong Associates
California
$623K
FC
338
Full18 Capital
Connecticut
$616K +$748K +13,541 New
VI
339
Versor Investments
New York
$615K +$546K +9,879 New
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$609K
HFP
341
Holistic Financial Partners
Indiana
$600K
William Blair & Company
342
William Blair & Company
Illinois
$598K -$497 -9 -0.1%
MAM
343
Meeder Asset Management
Ohio
$596K +$431K +7,806 +441%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$595K +$528K +9,550 New
CAM
345
ClariVest Asset Management
California
$581K -$166 -3 -0%
SBIA
346
Sheaff Brock Investment Advisors
Indiana
$578K -$11.1K -200 -2%
IAA
347
Independent Advisor Alliance
North Carolina
$565K -$27.6K -499 -5%
S
348
Seeyond
France
$563K -$45.7K -827 -8%
EOJOAM
349
E. Ohman J:or Asset Management
Sweden
$560K
FAM
350
Fulcrum Asset Management
United Kingdom
$553K