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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 %
NPPM
426
North Point Portfolio Managers
Ohio
$324K – – –
PAM
427
PartnerRe Asset Management
Connecticut
$323K +$2.94K +58 +0.9%
RJT
428
Raymond James Trust
Florida
$322K +$33.8K +668 +12%
SC
429
Savant Capital
Illinois
$321K -$1.52K -30 -0.5%
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$319K – – –
PG
431
PEAK6 Group
Illinois
$319K +$319K +6,303 New
SC
432
Stratford Consulting
Texas
$315K +$1.07K +21 +0.3%
Thrivent Financial for Lutherans
433
Thrivent Financial for Lutherans
Minnesota
$314K – – –
ST
434
Spot Trading
Illinois
$313K +$313K +6,168 New
WFM
435
Wilmington Funds Management
Delaware
$308K – – –
SI
436
Stephens Inc
Arkansas
$305K +$40.8K +805 +15%
WCM
437
Washington Capital Management
Washington
$289K -$203K -4,000 -41%
MCM
438
Monarch Capital Management
Indiana
$289K -$65.9K -1,300 -19%
FTIOP
439
Fiduciary Trust International of Pennsylvania
Pennsylvania
$287K – – –
RT
440
Reliance Trust
Georgia
$284K -$1.98K -39 -0.7%
Verition Fund Management
441
Verition Fund Management
Connecticut
$278K +$278K +5,477 New
FCI
442
Financial Counselors Inc
Kansas
$275K -$16.4K -325 -6%
LWCFA
443
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K – – –
CC
444
ClearArc Capital
Ohio
$265K +$17.9K +352 +7%
DVM
445
Dreman Value Management
Florida
$263K +$103K +2,038 +65%
AP
446
Advisor Partners
California
$256K -$5.57K -110 -2%
CC
447
Courier Capital
New York
$256K +$37.5K +742 +17%
LNWWM
448
Laird Norton Wetherby Wealth Management
California
$255K +$12.2K +242 +5%
CI
449
Constellation Investments
Ohio
$253K +$10.1K +200 +4%
Balyasny Asset Management
450
Balyasny Asset Management
Illinois
$253K +$253K +5,000 New
16 17
18
19 20