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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 %
GWM
401
Geneos Wealth Management
Colorado
$58K -$38.4K -1,400 -40%
M
402
Mirova
France
$57K -$27.2K -1,034 -32%
CA
403
Clearstead Advisors
Ohio
$57K +$57K +2,179 New
OPS
404
Orion Portfolio Solutions
Nebraska
$56K +$2.14K +81 +4%
CAL
405
Capital Analysts LLC
Pennsylvania
$53K +$21.6K +823 +69%
ME
406
McIlrath & Eck
Washington
$52K +$43.2K +1,650 +488%
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K +$10.4K +400 +26%
EP
408
Eudaimonia Partners
Tennessee
$49K +$2.71K +103 +6%
Rockefeller Capital Management
409
Rockefeller Capital Management
New York
$47K -$2.81K -107 -6%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
CAW
411
Cornerstone Advisors (Washington)
Washington
$45K +$12K +457 +37%
FMT
412
First Mercantile Trust
Tennessee
$44K +$4.78K +183 +12%
WTC
413
WhitTier Trust Company
Nevada
$43K – – –
RIM
414
Rampart Investment Management
Connecticut
$42K -$21.2K -803 -34%
First Manhattan
415
First Manhattan
New York
$42K +$701 +27 +2%
IA
416
IFP Advisors
Florida
$41K +$6.36K +213 +18%
FCA
417
FinTrust Capital Advisors
South Carolina
$40K -$11.4K -432 -22%
PO
418
Private Ocean
California
$40K – – –
EI
419
Ellevest Inc
New York
$39K +$8.83K +339 +29%
BCA
420
Berman Capital Advisors
Georgia
$38K +$27.6K +1,095 +266%
VCM
421
Versant Capital Management
Arizona
$35K +$236 +9 +0.7%
IRC
422
Investors Research Corp
Georgia
$34K – – –
TFA
423
Toth Financial Advisory
Virginia
$33K -$166K -6,325 -83%
LWANC
424
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K – – –
GWS
425
Glassman Wealth Services
Virginia
$29K +$909 +34 +3%
15 16
17
18 19