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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 %
MAM
426
Meeder Asset Management
Ohio
$29K +$4.46K +171 +18%
HI
427
Human Investing
Oregon
$28K -$5.37K -202 -16%
CCM
428
Covington Capital Management
California
$27K – – –
AF
429
Advisornet Financial
Minnesota
$27K +$26.5K +1,000 +5,263%
KFI
430
Key Financial Inc
Pennsylvania
$27K +$27K +1,000 New
WFMPM
431
Woodley Farra Manion Portfolio Management
Indiana
$26K – – –
WT
432
Washington Trust
Rhode Island
$26K +$26K +1,000 New
CIA
433
CSat Investment Advisory
Michigan
$25K +$764 +30 +3%
HPC
434
HM Payson & Co
Maine
$24K – – –
WAM
435
Wolverine Asset Management
Illinois
$23K +$5.36K +205 +30%
BC
436
Barnett & Company
Tennessee
$22K -$7.38K -285 -25%
NFG
437
Next Financial Group
Texas
$22K – – –
FHA
438
Flagship Harbor Advisors
Massachusetts
$21K +$828 +31 +4%
Credit Agricole
439
Credit Agricole
France
$21K +$21K +800 New
OC
440
Oakworth Capital
Alabama
$20K – – –
SCA
441
Stonebridge Capital Advisors
Minnesota
$18K – – –
MA
442
MUFG Americas
New York
$17K – – –
APWM
443
Atlas Private Wealth Management
New York
$15K – – –
Bank Julius Baer & Co
444
Bank Julius Baer & Co
Switzerland
$15K +$15K +565 New
AWMS
445
Advocacy Wealth Management Services
Georgia
$14K +$14K +591 New
AIM
446
Anchor Investment Management
South Carolina
$13.1K -$9.21K -350 -41%
HCM
447
Highlander Capital Management
New Jersey
$13K – – –
SFS
448
Sowell Financial Services
Arkansas
$13K +$105 +4 +0.8%
TPCW
449
TD Private Client Wealth
New York
$12.3K -$17.2K -653 -58%
PCG
450
Private Capital Group
Connecticut
$12K -$1.37K -54 -10%
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