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Lincoln National

543 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 204 increasing their positions, 194 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $88.2M | Put options by funds: $73.6M

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

5% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 194

1% more capital invested

Capital invested by funds: $11.5B → $11.6B (+$88.9M)

0% more funds holding

Funds holding: 541543 (+2)

0.87% less ownership

Funds ownership: 85.98%85.11% (-0.87%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
543
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.61%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
43
Increased
204
Reduced
194
Closed
36
Calls
$88.2M
Puts
$73.6M
Net Calls
+$14.6M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
HPBT
351
High Point Bank & Trust
North Carolina
$687K
BT
352
Bankers Trust
Iowa
$685K +$35.6K +720 +6%
Connor, Clark & Lunn Investment Management (CC&L)
353
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$679K -$2.06M -41,703 -77%
FAM
354
Formidable Asset Management
Ohio
$665K -$12.6K -255 -2%
Rafferty Asset Management
355
Rafferty Asset Management
New York
$662K +$209K +4,233 +49%
JIC
356
Johnson Investment Counsel
Ohio
$660K -$97.1K -1,965 -13%
PAM
357
Panagora Asset Management
Massachusetts
$659K -$2.52M -50,898 -80%
LPL Financial
358
LPL Financial
California
$653K -$14.3K -290 -2%
CC
359
Cipher Capital
New York
$645K +$620K +12,539 New
PAM
360
Paradigm Asset Management
New York
$640K -$29.6K -600 -5%
LIM
361
Leavell Investment Management
Alabama
$628K
BC
362
Banced Corp
Illinois
$626K +$601K +12,168 New
GF
363
Gerstein Fisher
New York
$619K +$32.9K +665 +6%
RIL
364
Rothschild Investment LLC
Illinois
$610K
DnB Asset Management
365
DnB Asset Management
Norway
$610K +$586K +11,850 New
PFPT
366
Pinnacle Financial Partners (Tennessee)
Tennessee
$607K
ICM
367
IMS Capital Management
Oregon
$599K
IAM
368
Integre Asset Management
New York
$594K
AAM
369
Advisors Asset Management
Colorado
$594K +$57.4K +1,162 +11%
LA
370
Lau Associates
Delaware
$592K
DL
371
Delta Lloyd
Netherlands
$592K +$145K +2,936 +34%
GVT
372
Genesee Valley Trust
New York
$591K -$15.5K -313 -3%
SIM
373
Sentry Investment Management
Wisconsin
$590K -$41.5K -840 -7%
EFSCE
374
Enterprise Financial Services Corp (EFSC)
Missouri
$577K +$27.2K +550 +5%
ST
375
Spot Trading
Illinois
$575K +$248K +5,017 +81%