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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
401
Point72 (DIFC)
United Arab Emirates
$205K +$189K +5,971 +1,247%
OFS
402
OneAscent Financial Services
Alabama
$204K +$204K +6,434 New
ECM
403
Everence Capital Management
Indiana
$203K -$645K -20,380 -76%
DAS
404
Diversify Advisory Services
Utah
$203K +$203K +6,751 New
ESBC
405
E.S. Barr & Co
Kentucky
$203K -$7.45K -235 -4%
MAS
406
Meeder Advisory Services
Ohio
$202K -$3.84K -121 -2%
AWM
407
Apollon Wealth Management
South Carolina
$200K -$3.58K -113 -2%
AssetMark Inc
408
AssetMark Inc
California
$186K -$444 -14 -0.2%
NSIM
409
North Star Investment Management
Illinois
$178K – – –
AF
410
Allworth Financial
California
$169K -$1.49K -45 -0.9%
IA
411
IFP Advisors
Florida
$162K -$802K -24,903 -83%
DAM
412
Delta Asset Management
Tennessee
$159K – – –
HNB
413
Huntington National Bank
Ohio
$157K +$1.87K +59 +1%
QCG
414
Quadrant Capital Group
Ohio
$138K -$761 -24 -0.5%
Nomura Asset Management
415
Nomura Asset Management
Japan
$137K – – –
Parallax Volatility Advisers
416
Parallax Volatility Advisers
California
$132K +$132K +4,150 New
BCWM
417
Bartlett & Co Wealth Management
Ohio
$127K – – –
SAM
418
Smartleaf Asset Management
Massachusetts
$123K +$65.3K +2,071 +112%
Lazard Asset Management
419
Lazard Asset Management
New York
$123K +$122K +3,878 +18,467%
FIA
420
FNY Investment Advisers
New York
$123K +$123K +3,900 New
HCP
421
Hexagon Capital Partners
Arkansas
$111K -$127 -4 -0.1%
MIM
422
MetLife Investment Management
New Jersey
$94.7K +$254 +8 +0.3%
VFM
423
Vision Financial Markets
Connecticut
$88.8K +$88.8K +2,800 New
SSB
424
Sandy Spring Bank
Maryland
$88.6K – – –
CA
425
Clearstead Advisors
Ohio
$82.4K +$190 +6 +0.2%
15 16
17
18 19