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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
MIM
426
Miller Investment Management
Pennsylvania
$268K -$39.7K -940 -13%
CI
427
Conning Inc
Connecticut
$268K +$2.11K +50 +0.8%
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$265K
Thrivent Financial for Lutherans
429
Thrivent Financial for Lutherans
Minnesota
$260K -$131K -3,111 -33%
WTIM
430
Wilmington Trust Investment Management
Delaware
$260K
FCI
431
Financial Counselors Inc
Kansas
$259K -$12K -285 -4%
SC
432
Savant Capital
Illinois
$259K -$2.96K -70 -1%
SC
433
Stratford Consulting
Texas
$259K +$760 +18 +0.3%
WFM
434
Wilmington Funds Management
Delaware
$255K
RCM
435
Reynolds Capital Management
Nevada
$248K +$249K +5,900 New
MYLI
436
Meiji Yasuda Life Insurance
Japan
$245K -$158K -3,747 -39%
RT
437
Reliance Trust
Georgia
$244K -$14.1K -335 -5%
AIP
438
Ameritas Investment Partners
Nebraska
$240K +$241K +5,708 New
FTIOP
439
Fiduciary Trust International of Pennsylvania
Pennsylvania
$238K
MYAM
440
Meiji Yasuda Asset Management
Japan
$235K -$157K -3,730 -40%
DC
441
Davenport & Co
Virginia
$234K -$54.8K -1,298 -19%
RJT
442
Raymond James Trust
Florida
$234K -$113K -2,677 -32%
CC
443
ClearArc Capital
Ohio
$227K +$228K +5,396 New
RNS
444
Robert N. Shapiro
$221K +$6.33K +150 +3%
CC
445
Courier Capital
New York
$219K +$220K +5,219 New
AP
446
Advisor Partners
California
$218K +$219K +5,188 New
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$211K +$213K +5,037 New
BF
448
BOK Financial
Oklahoma
$210K -$654K -15,503 -76%
TSWM
449
Triangle Securities Wealth Management
North Carolina
$204K
QBFM
450
QS Batterymarch Financial Management
New York
$201K -$14K -331 -6%