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Lincoln National

501 hedge funds and large institutions have $3.44B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 145 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
7.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
100
Increased
145
Reduced
189
Closed
65
Calls
$105M
Puts
$215M
Net Calls
-$110M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Shares
Change %
HH
326
Hilltop Holdings
Texas
$235K -$15.6K -578 -6%
Dodge & Cox
327
Dodge & Cox
California
$235K -$115M -4,267,811 -100%
BAM
328
Brave Asset Management
New Jersey
$233K +$2.16K +80 +0.9%
SW
329
SteelPeak Wealth
California
$231K -$15.8K -584 -6%
CAM
330
Concorde Asset Management
Michigan
$231K +$231K +8,578 New
ECM
331
Evergreen Capital Management
Washington
$230K -$4.29K -159 -2%
PI
332
Putnam Investments
Massachusetts
$229K -$54.2K -2,008 -19%
ONB
333
Old National Bancorp
Indiana
$229K -$13.2K -490 -5%
LNWWM
334
Laird Norton Wetherby Wealth Management
California
$229K -$84.5K -3,134 -27%
BFM
335
Boothbay Fund Management
New York
$228K +$228K +8,472 New
HAG
336
HighPoint Advisor Group
Illinois
$226K +$226K +7,578 New
HI
337
Harbour Investments
Wisconsin
$225K +$7.01K +260 +3%
IRC
338
Investors Research Corp
Georgia
$224K -$56.6K -2,100 -20%
SPIA
339
Steward Partners Investment Advisory
New York
$221K +$46.5K +1,725 +27%
PL
340
Plancorp LLC
Missouri
$218K -$917 -34 -0.4%
BFS
341
Bradley Foster & Sargent
Connecticut
$216K +$270 +10 +0.1%
X
342
Xponance
Pennsylvania
$215K -$10.1K -373 -4%
SCM
343
Shelton Capital Management
Colorado
$213K -$42.3K -1,570 -17%
PWA
344
Provenance Wealth Advisors
Florida
$213K
PA
345
Parallel Advisors
California
$212K -$7.69K -285 -4%
SI
346
Stephens Inc
Arkansas
$208K +$208K +7,702 New
SC
347
Sapient Capital
Indiana
$205K +$205K +7,616 New
VFA
348
Valeo Financial Advisors
Indiana
$205K +$205K +7,615 New
CWM
349
Congress Wealth Management
Massachusetts
$203K +$203K +7,518 New
PA
350
Profund Advisors
Maryland
$202K +$202K +7,494 New