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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
ONB
401
Old National Bancorp
Indiana
$334K -$51.2K -1,214 -13%
SPC
402
Stewart & Patten Company
California
$332K -$88.6K -2,100 -21%
OMCS
403
Old Mutual Customised Solutions
South Africa
$332K
MME
404
Meag Munich Ergo
Germany
$332K +$333K +7,890 New
FSA
405
Franklin Street Advisors
North Carolina
$326K
SIC
406
Salem Investment Counselors
North Carolina
$325K -$57.5K -1,362 -15%
CICI
407
Capital Investment Counsel Inc
North Carolina
$324K -$5.74K -136 -2%
SNC
408
Stifel Nicolaus & Co
Missouri
$323K +$51.3K +1,215 +19%
Daiwa Securities Group
409
Daiwa Securities Group
Japan
$321K -$25.3K -600 -7%
DY
410
Dowling & Yahnke
California
$321K -$21.1K -500 -6%
TBA
411
Tower Bridge Advisors
Pennsylvania
$318K +$1.27K +30 +0.4%
TU
412
TDAM USA
Ontario, Canada
$317K -$175K -4,150 -36%
QT
413
Quantbot Technologies
New York
$314K +$84.2K +1,994 +36%
BIM
414
Bridges Investment Management
Nebraska
$314K +$316K +7,475 New
MHIC
415
Marble Harbor Investment Counsel
Massachusetts
$300K
MCM
416
Monarch Capital Management
Indiana
$294K
Creative Planning
417
Creative Planning
Kansas
$290K +$78.2K +1,853 +37%
CC
418
Cipher Capital
New York
$290K +$292K +6,911 New
DL
419
Delta Lloyd
Netherlands
$287K
UCFA
420
United Capital Financial Advisors
Texas
$287K +$289K +6,846 New
PAM
421
PartnerRe Asset Management
Connecticut
$283K -$42.4K -1,005 -13%
DDC
422
DF Dent & Co
Maryland
$283K
Macquarie Group
423
Macquarie Group
Australia
$274K
GF
424
Gerstein Fisher
New York
$272K +$16.8K +399 +7%
OPCM
425
Osborne Partners Capital Management
California
$271K -$4.22K -100 -2%