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Lincoln National
LNC

Overview Fund Activity

567 hedge funds and large institutions have $9.56B invested in Lincoln National in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 189 increasing their positions, 234 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
-19
Holders Change %
-3.24%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
52
Increased
189
Reduced
234
Closed
68
Calls
$45.6M
Puts
$31.4M
Net Calls
+$14.1M
Net Calls Change
-$12.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.6M
2
Marshall Wace
Marshall Wace
United Kingdom
+$31.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$29.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
5
PP
Prudential plc
United Kingdom
+$22.1M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$69.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$66.1M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$61.6M
4
Principal Financial Group
Principal Financial Group
Iowa
-$55M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
351
Colony Group
Massachusetts
$595K +$5.51K +116 +0.9%
HIC
352
Holderness Investments Company
North Carolina
$587K +$14.6K +308 +3%
BC
353
Banced Corp
Illinois
$580K -$70.6K -1,488 -11%
LIM
354
Leavell Investment Management
Alabama
$579K – – –
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$565K -$3.84K -81 -0.7%
CIM
356
Calvert Investment Management
Maryland
$555K +$27.8K +586 +5%
DnB Asset Management
357
DnB Asset Management
Norway
$543K – – –
HIS
358
Horizon Investment Services
Indiana
$541K -$55.8K -1,175 -9%
PAM
359
Panagora Asset Management
Massachusetts
$533K +$13.3K +280 +3%
Verition Fund Management
360
Verition Fund Management
Connecticut
$530K +$530K +11,160 New
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$528K -$73K -1,540 -12%
IAM
362
Integre Asset Management
New York
$527K – – –
WF
363
Welch & Forbes
Massachusetts
$526K -$122K -2,560 -19%
RIL
364
Rothschild Investment LLC
Illinois
$520K – – –
LIA
365
LS Investment Advisors
Michigan
$520K +$49.3K +1,037 +10%
FAM
366
Formidable Asset Management
Ohio
$518K – – –
MIP
367
Marietta Investment Partners
Wisconsin
$510K -$3.36M -61,023 -87%
BFO
368
Boston Family Office
Massachusetts
$488K – – –
Nordea Investment Management
369
Nordea Investment Management
Sweden
$484K – – –
BOC
370
Barbara Oil Co
Illinois
$475K – – –
RIM
371
Regent Investment Management
Kentucky
$475K +$14.3K +300 +3%
LWM
372
LBA Wealth Management
Florida
$474K -$40.4K -851 -8%
ZIM
373
Zacks Investment Management
Illinois
$471K +$2K +42 +0.4%
TMAM
374
Tokio Marine Asset Management
Japan
$469K +$39.5K +832 +9%
DVM
375
Dreman Value Management
Florida
$462K +$21.1K +445 +5%
13 14
15
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