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Lincoln National

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473519 (+46)

2.82% more ownership

Funds ownership: 85.58%88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
376
Washington Capital Management
Washington
$432K -$198K -4,700 -31%
BFO
377
Boston Family Office
Massachusetts
$431K
JIP
378
Jaffetilchin Investment Partners
Florida
$431K +$433K +10,254 New
BIM
379
BRC Investment Management
Colorado
$426K +$428K +10,148 New
RIM
380
Regent Investment Management
Kentucky
$420K
YMRC
381
Yorktown Management & Research Company
Virginia
$420K +$422K +10,000 New
ZCM
382
Ziegler Capital Management
Illinois
$414K -$2.39M -56,622 -85%
V
383
Veritable
Delaware
$400K +$16K +378 +4%
LTFS
384
Ladenburg Thalmann Financial Services
Florida
$398K +$12.3K +292 +3%
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$396K +$398K +9,423 New
GAM
386
Gotham Asset Management
New York
$393K -$38.8K -920 -9%
MERSOM
387
Municipal Employees' Retirement System of Michigan
Michigan
$386K +$388K +9,200 New
PNC
388
Park National Corp
Ohio
$384K -$2.11K -50 -0.5%
EMG
389
Ellington Management Group
Connecticut
$382K +$384K +9,100 New
ACM
390
Azimuth Capital Management
Michigan
$380K +$382K +9,060 New
SAM
391
Silvercrest Asset Management
New York
$377K +$23.2K +550 +7%
IIM
392
Intact Investment Management
Quebec, Canada
$374K +$376K +8,900 New
PA
393
Profund Advisors
Maryland
$368K -$12.6K -298 -3%
ST
394
Smithfield Trust
Pennsylvania
$364K +$366K +8,670 New
CAN
395
Cetera Advisor Networks
California
$359K +$3.8K +90 +1%
STC
396
SEI Trust Company
Pennsylvania
$358K -$68.6K -1,625 -16%
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$339K +$316K +7,491 +1,317%
JIR
398
James Investment Research
Ohio
$338K
GG
399
Gofen & Glossberg
Illinois
$337K
Rafferty Asset Management
400
Rafferty Asset Management
New York
$334K -$132K -3,135 -28%