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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
376
Macquarie Group
Australia
$528K – – –
AAM
377
Advisors Asset Management
Colorado
$526K +$305K +6,017 +138%
BFO
378
Boston Family Office
Massachusetts
$521K – – –
BOC
379
Barbara Oil Co
Illinois
$507K – – –
TU
380
TDAM USA
Ontario, Canada
$479K -$12.8K -253 -3%
CLOS
381
Compagnie Lombard Odier SCmA
Switzerland
$472K +$31.4K +619 +7%
PCM
382
Prelude Capital Management
New York
$471K +$173K +3,425 +58%
KRSITF
383
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$461K -$10K -198 -2%
RIM
384
Regent Investment Management
Kentucky
$461K – – –
SAM
385
Silvercrest Asset Management
New York
$455K – – –
MERSOM
386
Municipal Employees' Retirement System of Michigan
Michigan
$451K -$15.2K -300 -3%
Tudor Investment Corp
387
Tudor Investment Corp
Connecticut
$443K +$184K +3,637 +71%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$441K +$77.9K +1,535 +21%
Rafferty Asset Management
389
Rafferty Asset Management
New York
$438K -$190K -3,743 -30%
DL
390
Delta Lloyd
Netherlands
$434K – – –
PA
391
Profund Advisors
Maryland
$433K +$33.8K +667 +8%
PNC
392
Park National Corp
Ohio
$431K -$18.5K -366 -4%
CI
393
Conning Inc
Connecticut
$419K +$27.3K +540 +7%
CFA
394
Carroll Financial Associates
North Carolina
$414K -$236K -4,647 -36%
ST
395
Smithfield Trust
Pennsylvania
$414K -$557 -11 -0.1%
ACM
396
Azimuth Capital Management
Michigan
$408K -$50.6K -1,000 -11%
GG
397
Gofen & Glossberg
Illinois
$402K – – –
OMCS
398
Old Mutual Customised Solutions
South Africa
$400K – – –
IIM
399
Intact Investment Management
Quebec, Canada
$395K – – –
FSA
400
Franklin Street Advisors
North Carolina
$393K – – –
14 15
16
17 18