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Lincoln National
LNC

Overview Fund Activity

625 hedge funds and large institutions have $6.07B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-21
Holders Change %
-3.25%
% of All Funds
10.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
216
Reduced
221
Closed
84
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$102M
2
BlackRock
BlackRock
New York
+$53.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Millennium Management
Millennium Management
New York
+$27.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$31M
4
Korea Investment Corp
Korea Investment Corp
South Korea
-$30.6M
5
State Street
State Street
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
376
MQS Management
New York
$375K +$113K +2,421 +43%
BFS
377
Bradley Foster & Sargent
Connecticut
$374K – – –
MIC
378
Meridian Investment Counsel
California
$374K +$156K +3,340 +72%
SI
379
Stephens Inc
Arkansas
$372K -$9.35K -200 -2%
PL
380
Plancorp LLC
Missouri
$372K -$2.67K -57 -0.7%
SWM
381
SeaCrest Wealth Management
New York
$359K +$93.6K +2,000 +35%
QIM
382
Quantitative Investment Management
Virginia
$359K +$359K +7,689 New
XT
383
XTX Topco
Cayman Islands
$358K +$45.8K +977 +15%
CC
384
Centiva Capital
New York
$357K +$357K +7,633 New
PAG
385
Private Advisor Group
New Jersey
$347K +$20.6K +441 +6%
FRM
386
Fox Run Management
Connecticut
$343K +$343K +7,335 New
ECM
387
Everence Capital Management
Indiana
$342K – – –
ANB
388
Amarillo National Bank
Texas
$341K – – –
ICM
389
IMS Capital Management
Oregon
$340K +$340K +7,274 New
VIA
390
Vident Investment Advisory
Georgia
$334K +$25.7K +558 +8%
SIA
391
Sit Investment Associates
Minnesota
$332K – – –
Janney Montgomery Scott
392
Janney Montgomery Scott
Pennsylvania
$330K -$83.3K -1,711 -20%
S
393
SignatureFD
Georgia
$330K -$52.2K -1,116 -14%
CIM
394
Contravisory Investment Management
Massachusetts
$327K -$7.25K -155 -2%
IAA
395
Independent Advisor Alliance
North Carolina
$323K -$2.9K -62 -0.9%
RIL
396
Rothschild Investment LLC
Illinois
$321K – – –
MAM
397
Meeder Asset Management
Ohio
$317K -$7.1K -152 -2%
1WA
398
180 Wealth Advisors
Washington
$317K +$21.4K +449 +7%
HWM
399
HB Wealth Management
Georgia
$317K +$317K +6,784 New
RCAG
400
Rehmann Capital Advisory Group
Michigan
$311K -$1.68K -36 -0.5%
14 15
16
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