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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
351
Moneta Group Investment Advisors
Missouri
$670K +$33.7K +665 +5%
PAM
352
Paradigm Asset Management
New York
$661K +$127K +2,500 +24%
PL
353
Plancorp LLC
Missouri
$659K – – –
LPL Financial
354
LPL Financial
California
$658K -$266K -5,250 -29%
BT
355
Bankers Trust
Iowa
$637K +$637K +12,588 New
SC
356
SouthState Corp
Florida
$628K +$628K +12,378 New
SIM
357
Sentry Investment Management
Wisconsin
$623K – – –
LIM
358
Leavell Investment Management
Alabama
$619K -$85.5K -1,687 -12%
FAM
359
Formidable Asset Management
Ohio
$617K +$7.02K +150 +1%
RIL
360
Rothschild Investment LLC
Illinois
$601K -$50.7K -1,000 -8%
ONB
361
Old National Bancorp
Indiana
$601K +$200K +3,950 +50%
PFP
362
Pinnacle Financial Partners
Tennessee
$598K -$208K -4,100 -26%
GVT
363
Genesee Valley Trust
New York
$598K -$78.2K -1,545 -12%
PAM
364
Princeton Alpha Management
New Jersey
$597K +$155K +3,067 +35%
ICM
365
IMS Capital Management
Oregon
$590K +$590K +11,645 New
IAM
366
Integre Asset Management
New York
$585K – – –
LA
367
Lau Associates
Delaware
$583K -$50.7K -1,000 -8%
P
368
Pitcairn
Pennsylvania
$581K -$63.8K -1,259 -10%
GF
369
Gerstein Fisher
New York
$576K -$406K -8,010 -41%
SCM
370
Stux Capital Management
New York
$547K -$45.6K -900 -8%
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$541K +$114K +2,248 +27%
QAM
372
Quantres Asset Management
Cayman Islands
$537K +$537K +10,600 New
WF
373
Welch & Forbes
Massachusetts
$535K – – –
CSIC
374
Clifford Swan Investment Counsel
California
$533K -$15.3K -302 -3%
WEC
375
Winslow Evans & Crocker
Massachusetts
$529K -$20.3K -400 -4%
13 14
15
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