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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
351
Vanguard Personalized Indexing Management
California
$496K -$13.9K -327 -3%
ONB
352
Old National Bancorp
Indiana
$493K -$13.7K -323 -3%
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$492K
PAG
354
Private Advisor Group
New Jersey
$490K +$414K +9,742 New
HFP
355
Holistic Financial Partners
Indiana
$484K
William Blair & Company
356
William Blair & Company
Illinois
$483K +$25.9K +609 +7%
IAA
357
Independent Advisor Alliance
North Carolina
$482K -$21.2K -499 -5%
PAM
358
Panagora Asset Management
Massachusetts
$479K -$383K -9,007 -49%
SBIA
359
Sheaff Brock Investment Advisors
Indiana
$478K -$8.5K -200 -2%
BC
360
Bridgefront Capital
Texas
$478K +$404K +9,503 New
EI
361
Ethic Inc
New York
$477K +$106K +2,484 +35%
SW
362
SVB Wealth
Massachusetts
$470K +$397K +9,336 New
CAM
363
ClariVest Asset Management
California
$469K +$397K +9,326 New
SFC
364
SYM Financial Corp
Indiana
$466K -$20.4K -481 -5%
CG
365
Cutler Group
California
$466K +$355K +8,339 +891%
EOJOAM
366
E. Ohman J:or Asset Management
Sweden
$453K
WAM
367
World Asset Management
Michigan
$448K -$29K -682 -7%
LAM
368
Lingohr Asset Management
Germany
$440K -$8.76K -206 -2%
SAM
369
Silvercrest Asset Management
New York
$427K
RVPG
370
Relative Value Partners Group
$427K +$50.9K +1,197 +16%
SC
371
Savant Capital
Illinois
$421K -$6.25K -147 -2%
Capstone Investment Advisors
372
Capstone Investment Advisors
New York
$420K -$1.03M -24,313 -74%
Brown Advisory
373
Brown Advisory
Maryland
$420K -$370K -8,709 -51%
Federated Hermes
374
Federated Hermes
Pennsylvania
$418K -$202K -4,750 -36%
BFS
375
Bradley Foster & Sargent
Connecticut
$415K

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.