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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 %
VI
376
Vestcor Inc
New Brunswick, Canada
$112K +$21.3K +807 +23%
BCV
377
Banque Cantonale Vaudoise
Switzerland
$107K – – –
S
378
SignatureFD
Georgia
$106K -$50.2K -1,900 -32%
AWA
379
Arkadios Wealth Advisors
Georgia
$100K +$94.6K +3,594 +1,711%
Parallax Volatility Advisers
380
Parallax Volatility Advisers
California
$99K +$79.2K +2,999 +399%
PCM
381
Prelude Capital Management
New York
$93K -$303K -11,523 -77%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$91K +$45.2K +1,720 +99%
MCM
383
McMillion Capital Management
North Carolina
$88K +$4.68K +177 +6%
AIP
384
Ameritas Investment Partners
Nebraska
$87K -$8.06K -309 -8%
TPWA
385
TRUE Private Wealth Advisors
Oregon
$80K +$104 +4 +0.1%
AF
386
Allworth Financial
California
$74K +$79 +3 +0.1%
JCM
387
Jacobi Capital Management
Pennsylvania
$74K +$63.5K +2,423 +603%
SSB
388
Sandy Spring Bank
Maryland
$73K – – –
PA
389
Parallel Advisors
California
$72K +$52.3K +1,998 +266%
SMFS
390
Squar Milner Financial Services
California
$71K -$366 -14 -0.5%
CFG
391
Citizens Financial Group
Rhode Island
$71K +$41.9K +1,579 +144%
AAP
392
Arax Advisory Partners
Colorado
$68K +$68K +2,595 New
FG
393
Formula Growth
Quebec, Canada
$66K +$66K +2,520 New
BCWM
394
Bartlett & Co Wealth Management
Ohio
$65.1K -$38K -1,445 -37%
BC
395
Bartlett & Co
Ohio
$65K +$65K +2,472 New
SPIA
396
Steward Partners Investment Advisory
New York
$64K -$22.7K -871 -26%
SWM
397
Sugarloaf Wealth Management
Georgia
$63K +$17.4K +658 +38%
CFGS
398
Concourse Financial Group Securities
Alabama
$62K +$14.6K +559 +31%
BGIM
399
Brandywine Global Investment Management
Pennsylvania
$61K -$4.29M -160,929 -99%
WT
400
Whittier Trust
California
$59K -$2.35K -89 -4%
14 15
16
17 18