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Lincoln National

539 hedge funds and large institutions have $11.9B invested in Lincoln National in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 259 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.49%
New
59
Increased
146
Reduced
259
Closed
35
Calls
$89.6M
Puts
$130M
Net Calls
-$40.4M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IRS
351
Invictus RG (Singapore)
Singapore
$689K +$130K +2,522 +23%
STC
352
SEI Trust Company
Pennsylvania
$681K +$241K +4,675 +55%
PL
353
Plancorp LLC
Missouri
$671K +$671K +12,984 New
RIL
354
Rothschild Investment LLC
Illinois
$664K
CFA
355
Carroll Financial Associates
North Carolina
$661K +$38K +737 +6%
P
356
Pitcairn
Pennsylvania
$657K -$111K -2,156 -14%
Commonwealth Equity Services
357
Commonwealth Equity Services
Massachusetts
$650K +$13K +252 +2%
Creative Planning
358
Creative Planning
Kansas
$650K +$294K +5,688 +82%
MGIA
359
Moneta Group Investment Advisors
Missouri
$648K -$96.8K -1,875 -13%
LA
360
Lau Associates
Delaware
$645K
FAM
361
Formidable Asset Management
Ohio
$642K -$411K -8,345 -39%
Rafferty Asset Management
362
Rafferty Asset Management
New York
$639K +$229K +4,435 +56%
SIM
363
Sentry Investment Management
Wisconsin
$635K
HPBT
364
High Point Bank & Trust
North Carolina
$630K
SCM
365
Stux Capital Management
New York
$604K +$15.5K +300 +3%
IAM
366
Integre Asset Management
New York
$596K
PCMI
367
Paradigm Capital Management Inc
New York
$569K
CSIC
368
Clifford Swan Investment Counsel
California
$559K
WEC
369
Winslow Evans & Crocker
Massachusetts
$559K +$559K +10,831 New
DTL
370
Dynamic Technology Lab
Singapore
$549K -$34.7K -671 -6%
WF
371
Welch & Forbes
Massachusetts
$545K
PAM
372
Paradigm Asset Management
New York
$545K -$67.1K -1,300 -11%
Macquarie Group
373
Macquarie Group
Australia
$538K +$201K +3,900 +60%
JIP
374
Jaffetilchin Investment Partners
Florida
$536K +$6.81K +132 +1%
BFO
375
Boston Family Office
Massachusetts
$530K