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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MYAM
426
Meiji Yasuda Asset Management
Japan
$336K +$298K +5,389 New
MML Investors Services
427
MML Investors Services
Massachusetts
$330K +$11.3K +205 +4%
WIA
428
Wealthstreet Investment Advisors
Texas
$329K
NNP
429
Nachman Norwood & Parrott
South Carolina
$329K +$3.48K +63 +1%
PWW
430
Pettyjohn Wood & White
Virginia
$327K
CBFP
431
Cedar Brook Financial Partners
Ohio
$326K +$13.3K +240 +5%
RC
432
RegentAtlantic Capital
New Jersey
$323K -$24.1K -436 -8%
BWP
433
BSW Wealth Partners
Colorado
$320K +$284K +5,139 New
ONGA
434
O'Neil Global Advisors
California
$319K +$283K +5,118 New
FWIA
435
Fort Washington Investment Advisors
Ohio
$316K -$11.1K -201 -4%
Federated Hermes
436
Federated Hermes
Pennsylvania
$311K -$183K -3,314 -40%
WA
437
Wealth Alliance
New York
$309K -$65.4K -1,184 -19%
HSA
438
HBK Sorce Advisory
Pennsylvania
$309K +$1.82K +33 +0.7%
WPW
439
Waldron Private Wealth
Pennsylvania
$308K
KTA
440
Keeley-Teton Advisors
Illinois
$306K
MFS
441
Mirabella Financial Services
United Kingdom
$306K +$272K +4,919 New
BF
442
BOK Financial
Oklahoma
$305K +$271K +4,910 New
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$304K -$27.1K -491 -9%
SCA
444
Snowden Capital Advisors
New York
$302K +$45.1K +816 +20%
SW
445
SkyOak Wealth
Michigan
$286K
JCM
446
Jacobi Capital Management
Pennsylvania
$285K +$2.1K +38 +0.8%
GF
447
Gries Financial
Ohio
$275K +$221K +4,000 New
IC
448
IEQ Capital
California
$272K +$241K +4,360 New
QCG
449
Quadrant Capital Group
Ohio
$271K -$6.25K -113 -3%
CC
450
Centiva Capital
New York
$267K -$344K -6,232 -59%