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Lincoln National

670 hedge funds and large institutions have $9.05B invested in Lincoln National in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 183 increasing their positions, 252 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+40
Holders Change %
+6.35%
% of All Funds
10.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
102
Increased
183
Reduced
252
Closed
56
Calls
$94.7M
Puts
$98.1M
Net Calls
-$3.42M
Net Calls Change
-$72.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
426
Panagora Asset Management
Massachusetts
$343K -$154K -2,265 -31%
AAS
427
Avantax Advisory Services
Texas
$342K +$1.91K +28 +0.6%
CL
428
CSS LLC
Illinois
$341K
PWW
429
Pettyjohn Wood & White
Virginia
$341K
FWIA
430
Fort Washington Investment Advisors
Ohio
$338K -$8.53K -125 -2%
WPW
431
Waldron Private Wealth
Pennsylvania
$337K
KTA
432
Keeley-Teton Advisors
Illinois
$336K
SVWAG
433
Sound View Wealth Advisors Group
Georgia
$335K
LC
434
Lavaca Capital
Texas
$329K -$914K -13,388 -74%
FT
435
Fiduciary Trust
Massachusetts
$322K
SAM
436
Summit Asset Management
Tennessee
$320K -$137K -2,000 -30%
BCM
437
Brookstone Capital Management
Illinois
$314K
BFC
438
Bedel Financial Consulting
Indiana
$313K -$18.4K -270 -6%
JCM
439
Jacobi Capital Management
Pennsylvania
$313K +$1.71K +25 +0.5%
CICI
440
Capital Investment Counsel Inc
North Carolina
$310K +$34.1K +500 +12%
TFA
441
Triad Financial Advisors
North Carolina
$310K +$310K +4,548 New
VF
442
Virtu Financial
New York
$309K +$309K +4,529 New
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$308K -$750 -11 -0.2%
GI
444
Gradient Investments
Minnesota
$307K -$118K -1,735 -28%
HSA
445
HBK Sorce Advisory
Pennsylvania
$302K +$1.03K +15 +0.3%
SW
446
SkyOak Wealth
Michigan
$301K
FFM
447
Forum Financial Management
Illinois
$300K +$300K +4,388 New
KFGK
448
Keystone Financial Group (Kentucky)
Kentucky
$297K -$53.2K -781 -15%
SW
449
SVB Wealth
Massachusetts
$295K -$1.3M -19,028 -82%
PSUF
450
People's United Financial
Connecticut
$289K -$237K -3,473 -45%