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Lincoln National

670 hedge funds and large institutions have $9.05B invested in Lincoln National in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 183 increasing their positions, 252 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+40
Holders Change %
+6.35%
% of All Funds
10.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
183
Reduced
252
Closed
56
Calls
$94.7M
Puts
$98.1M
Net Calls
-$3.42M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
401
FAS Wealth Partners
Kansas
$416K +$4.65K +68 +1%
CAM
402
Cresset Asset Management
Illinois
$416K +$129K +1,894 +45%
WF
403
Welch & Forbes
Massachusetts
$410K
WA
404
Wealth Alliance
New York
$408K -$6.96K -102 -2%
RJT
405
Raymond James Trust
Florida
$406K +$2.25K +33 +0.6%
DC
406
Davenport & Co
Virginia
$403K +$26.7K +391 +7%
CIM
407
Contravisory Investment Management
Massachusetts
$403K +$403K +5,906 New
RIM
408
Redpoint Investment Management
Australia
$394K
NB
409
Norinchukin Bank
Japan
$389K -$21K -308 -5%
SWM
410
SeaCrest Wealth Management
New York
$387K
RC
411
RegentAtlantic Capital
New Jersey
$380K +$21.6K +316 +6%
CBFP
412
Cedar Brook Financial Partners
Ohio
$376K +$59K +865 +19%
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$376K +$79K +1,152 +27%
SIA
414
SkyView Investment Advisors
New Jersey
$373K -$23.7K -347 -6%
TPWA
415
TRUE Private Wealth Advisors
Oregon
$371K -$48.1K -706 -11%
CSIC
416
Clifford Swan Investment Counsel
California
$371K
CCM
417
Coldstream Capital Management
Washington
$371K +$371K +5,440 New
UCFA
418
United Capital Financial Advisors
Texas
$365K -$28.7K -421 -7%
IWA
419
Intercontinental Wealth Advisors
Texas
$363K -$4.85K -71 -1%
RPWA
420
Regent Peak Wealth Advisors
Georgia
$361K +$3.41K +50 +1%
MYAM
421
Meiji Yasuda Asset Management
Japan
$356K +$4.84K +71 +1%
WS
422
Wedbush Securities
California
$354K -$19.9K -292 -5%
ZF
423
Zhang Financial
Michigan
$353K +$353K +5,175 New
ONST
424
Old North State Trust
North Carolina
$350K -$32.7K -479 -9%
EI
425
Ellevest Inc
New York
$347K +$31.8K +466 +10%