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Lincoln National

670 hedge funds and large institutions have $9.05B invested in Lincoln National in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 183 increasing their positions, 252 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+40
Holders Change %
+6.35%
% of All Funds
10.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
183
Reduced
252
Closed
56
Calls
$94.7M
Puts
$98.1M
Net Calls
-$3.42M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
326
Greenleaf Trust
Michigan
$724K +$10.9K +160 +2%
SIC
327
Salem Investment Counselors
North Carolina
$722K
SRC
328
Shufro Rose & Co
New York
$722K
LNWWM
329
Laird Norton Wetherby Wealth Management
California
$721K +$7.23K +106 +1%
HNB
330
Huntington National Bank
Ohio
$714K +$68 +1 +0%
SMDAM
331
Sumitomo Mitsui DS Asset Management
Japan
$711K
IIM
332
Intact Investment Management
Quebec, Canada
$710K -$184K -2,700 -21%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$709K +$11.7K +172 +2%
KRS
334
Kentucky Retirement Systems
Kentucky
$704K +$12.5K +183 +2%
BFO
335
Boston Family Office
Massachusetts
$692K -$410 -6 -0.1%
BL
336
Balentine LLC
Georgia
$689K +$108K +1,577 +19%
GFA
337
Gifford Fong Associates
California
$683K
Cerity Partners
338
Cerity Partners
New York
$681K +$681K +9,909 New
CIM
339
CIM Investment Management
Pennsylvania
$659K -$12.2K -179 -2%
AIP
340
Ahrens Investment Partners
Louisiana
$659K +$63K +924 +11%
DA
341
Duality Advisers
Florida
$659K +$659K +9,647 New
SC
342
Savant Capital
Illinois
$658K +$32.1K +470 +5%
HFP
343
Holistic Financial Partners
Indiana
$657K
PA
344
Parallel Advisors
California
$646K +$3.55K +52 +0.6%
MFA
345
Mayflower Financial Advisors
Massachusetts
$645K +$103K +1,501 +19%
IB
346
Intrust Bank
Kansas
$641K -$27.3K -400 -4%
KPWS
347
Kestra Private Wealth Services
Texas
$638K -$56.1K -822 -8%
CAM
348
ClariVest Asset Management
California
$636K
NA
349
NewEdge Advisors
Louisiana
$633K +$633K +9,268 New
RVPG
350
Relative Value Partners Group
$628K +$17.1K +250 +3%