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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 %
MYLI
401
Meiji Yasuda Life Insurance
Japan
$391K – – –
BC
402
Barnett & Company
Tennessee
$388K -$16.2K -320 -4%
SPC
403
Stewart & Patten Company
California
$385K -$5.07K -100 -1%
MYAM
404
Meiji Yasuda Asset Management
Japan
$385K +$5.07K +100 +1%
RNS
405
Robert N. Shapiro
$384K +$46.3K +915 +14%
TBA
406
Tower Bridge Advisors
Pennsylvania
$383K – – –
RCM
407
Reynolds Capital Management
Nevada
$370K – – –
SC
408
Scotia Capital
Ontario, Canada
$369K -$613K -12,123 -62%
Daiwa Securities Group
409
Daiwa Securities Group
Japan
$367K – – –
GCP
410
GSA Capital Partners
United Kingdom
$363K -$1.25M -24,695 -78%
MHIC
411
Marble Harbor Investment Counsel
Massachusetts
$362K – – –
SIC
412
Salem Investment Counselors
North Carolina
$353K +$17.8K +350 +5%
CICI
413
Capital Investment Counsel Inc
North Carolina
$349K -$41.7K -825 -11%
GAM
414
Gotham Asset Management
New York
$346K +$19.8K +391 +6%
LIA
415
LS Investment Advisors
Michigan
$344K +$109K +2,160 +47%
DDC
416
DF Dent & Co
Maryland
$341K – – –
DY
417
Dowling & Yahnke
California
$339K -$26.6K -525 -7%
Adage Capital Partners
418
Adage Capital Partners
Massachusetts
$339K +$339K +6,693 New
MIM
419
Miller Investment Management
Pennsylvania
$336K +$19.8K +391 +6%
SM
420
Salzhauer Michael
$334K – – –
AB
421
Amalgamated Bank
New York
$330K -$6.38K -126 -2%
BIM
422
Bridges Investment Management
Nebraska
$329K – – –
HB
423
Homrich & Berg
Georgia
$329K – – –
UCFA
424
United Capital Financial Advisors
Texas
$327K -$13.7K -271 -4%
NG
425
NatWest Group
United Kingdom
$326K -$1.07M -21,047 -77%
15 16
17
18 19