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Lincoln National

501 hedge funds and large institutions have $3.44B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 145 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
7.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
100
Increased
145
Reduced
189
Closed
65
Calls
$105M
Puts
$215M
Net Calls
-$110M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
376
AssetMark Inc
California
$79.8K +$8.74K +324 +12%
SSB
377
Sandy Spring Bank
Maryland
$75.4K -$5.26K -195 -7%
SWM
378
Sugarloaf Wealth Management
Georgia
$72.4K -$2.05K -76 -3%
AIM
379
Anchor Investment Management
South Carolina
$67.3K
PFA
380
Pathway Financial Advisers
Indiana
$64.2K -$29.1K -1,078 -31%
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.8K
FFA
382
Farther Finance Advisors
California
$60.4K +$35K +1,299 +138%
DIP
383
DT Investment Partners
Pennsylvania
$57.1K
WTG
384
West Tower Group
Virginia
$54.8K +$54.8K +2,032 New
EC
385
EntryPoint Capital
New York
$49.8K +$49.8K +1,847 New
VCM
386
Versant Capital Management
Arizona
$49.1K -$3.67K -136 -7%
BBPWM
387
Blue Bell Private Wealth Management
Pennsylvania
$43.4K
WTC
388
WhitTier Trust Company
Nevada
$40.9K -$1.62K -60 -4%
HCM
389
Highlander Capital Management
New Jersey
$40.5K +$27K +1,000 +200%
FCA
390
FinTrust Capital Advisors
South Carolina
$37.7K +$37.7K +1,398 New
EWA
391
EverSource Wealth Advisors
Alabama
$37.6K -$10.6K -393 -22%
CFO
392
CVA Family Office
Colorado
$37.1K +$37.1K +1,375 New
DMBA
393
Deseret Mutual Benefit Administrators
Utah
$37K -$11.4K -422 -24%
LC
394
Lindbrook Capital
California
$35K
TCG
395
Transcendent Capital Group
Oklahoma
$35K +$35K +1,298 New
CT
396
Cambridge Trust
Massachusetts
$34.5K
GRP
397
Global Retirement Partners
California
$34.1K -$9.95K -367 -23%
CFGS
398
Concourse Financial Group Securities
Alabama
$32.9K
BC
399
Barrett & Company
Rhode Island
$32.4K
SAM
400
Smartleaf Asset Management
Massachusetts
$32.1K +$32.1K +1,178 New