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Lincoln National
LNC

Overview Fund Activity

515 hedge funds and large institutions have $4.08B invested in Lincoln National in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 202 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-103
Holders Change %
-16.67%
% of All Funds
11.38%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
54
Increased
187
Reduced
202
Closed
149
Calls
$17M
Puts
$30.8M
Net Calls
-$13.8M
Net Calls Change
-$2.62M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.4M
2
CVA
Ceredex Value Advisors
Florida
+$42.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
4
CIP
Cornerstone Investment Partners
Georgia
+$30.1M
5
Dodge & Cox
Dodge & Cox
California
+$29.8M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$132M
2
EIP
Easterly Investment Partners
Massachusetts
-$75.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$73.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
351
Plancorp LLC
Missouri
$218K – – –
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$214K -$68.3K -2,599 -24%
ER
353
Enlightenment Research
Florida
$213K +$213K +4,700 New
RIL
354
Rothschild Investment LLC
Illinois
$212K – – –
AAM
355
Advisors Asset Management
Colorado
$211K +$24.7K +940 +13%
AC
356
Allstate Corporation
Illinois
$210K -$33.5K -1,272 -14%
Rafferty Asset Management
357
Rafferty Asset Management
New York
$209K -$664K -25,216 -76%
CSIC
358
Clifford Swan Investment Counsel
California
$209K – – –
ACM
359
AlphaCrest Capital Management
New York
$207K -$238K -9,032 -53%
PP
360
Paloma Partners
Connecticut
$204K -$1.8M -68,254 -90%
RIM
361
Regent Investment Management
Kentucky
$203K -$2.64K -100 -1%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$201K +$26.8K +1,018 +15%
Walleye Trading
363
Walleye Trading
New York
$200K +$182K +6,912 +1,032%
SFM
364
Systematic Financial Management
New Jersey
$192K -$79K -3,000 -29%
SIA
365
Sit Investment Associates
Minnesota
$187K -$2.09M -79,275 -92%
QCG
366
Quadrant Capital Group
Ohio
$181K +$91.2K +3,496 +101%
CFB
367
Cullen/Frost Bankers
Texas
$172K – – –
DCM
368
Dupont Capital Management
Delaware
$163K -$220K -8,346 -57%
BFC
369
Bedel Financial Consulting
Indiana
$156K – – –
GC
370
Globeflex Capital
California
$153K – – –
ALAM
371
Asahi Life Asset Management
Japan
$149K +$149K +5,650 New
NSIM
372
North Star Investment Management
Illinois
$148K – – –
Capstone Investment Advisors
373
Capstone Investment Advisors
New York
$143K -$210K -7,935 -59%
DSC
374
Duncker Streett & Co
Missouri
$127K -$7.22K -275 -5%
BWA
375
BDO Wealth Advisors
Florida
$115K -$5.28K -200 -4%
13 14
15
16 17