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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
World Asset Management
Michigan
$541K -$25.5K -461 -5%
SC
352
Savant Capital
Illinois
$535K +$11.9K +216 +3%
RVPG
353
Relative Value Partners Group
$534K +$4.42K +80 +0.9%
Baird Financial Group
354
Baird Financial Group
Wisconsin
$529K +$18.2K +330 +4%
PP
355
Paloma Partners
Connecticut
$529K +$58.1K +1,052 +14%
SAM
356
Silvercrest Asset Management
New York
$528K
S
357
SignatureFD
Georgia
$521K +$48.9K +884 +12%
American Century Companies
358
American Century Companies
Missouri
$519K +$180K +3,253 +64%
GI
359
Gradient Investments
Minnesota
$518K -$104K -1,881 -18%
Brown Advisory
360
Brown Advisory
Maryland
$517K -$2.65K -48 -0.6%
D.E. Shaw & Co
361
D.E. Shaw & Co
New York
$514K -$933K -16,881 -67%
NMIMC
362
Northwestern Mutual Investment Management Company
Wisconsin
$509K -$98.9K -1,789 -18%
ONB
363
Old National Bancorp
Indiana
$508K -$90.6K -1,639 -17%
RIM
364
Regent Investment Management
Kentucky
$506K
BFS
365
Bradley Foster & Sargent
Connecticut
$498K -$13.8K -250 -3%
LC
366
Lavaca Capital
Texas
$498K +$442K +8,000 New
PL
367
Plancorp LLC
Missouri
$495K
HMS
368
Hanseatic Management Services
New Mexico
$488K +$12.3K +223 +3%
B
369
BP
United Kingdom
$487K -$134K -2,430 -24%
HighTower Advisors
370
HighTower Advisors
Illinois
$485K -$2.82K -51 -0.7%
BDF
371
Balasa Dinverno & Foltz
$481K +$26.8K +485 +7%
PAM
372
Panagora Asset Management
Massachusetts
$477K -$103K -1,855 -19%
LAM
373
Lingohr Asset Management
Germany
$472K -$64.9K -1,174 -13%
WANY
374
Wealthspire Advisors (New York)
New York
$472K +$20K +361 +5%
KFA
375
Krane Funds Advisors
New York
$464K +$412K +7,447 New