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Lincoln National

491 hedge funds and large institutions have $3.17B invested in Lincoln National in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 163 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+5
Holders Change %
+1.03%
% of All Funds
7.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
75
Increased
181
Reduced
163
Closed
67
Calls
$100M
Puts
$130M
Net Calls
-$29.3M
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
426
Highlander Capital Management
New Jersey
$13K
IA
427
IFP Advisors
Florida
$12.9K +$2.76K +107 +27%
DGAM
428
Desjardins Global Asset Management
Quebec, Canada
$12.6K -$12.1K -470 -49%
HCP
429
Hexagon Capital Partners
Arkansas
$12.4K +$12.4K +483 New
MCM
430
MV Capital Management
Maryland
$11.9K +$9.17K +356 +342%
UB
431
UMB Bank
Missouri
$11.3K -$9.92K -385 -47%
GWS
432
Glassman Wealth Services
Virginia
$11.1K -$283 -11 -2%
SS
433
Sunbelt Securities
Texas
$11K +$232 +9 +2%
ADL
434
Asset Dedication LLC
California
$11K
MRCM
435
M&R Capital Management
New Jersey
$10.6K +$593 +23 +6%
AF
436
Advisornet Financial
Minnesota
$10.6K +$438 +17 +4%
Jones Financial Companies
437
Jones Financial Companies
Missouri
$10.3K
TC
438
Truvestments Capital
Florida
$9.15K +$3.04K +118 +50%
SWA
439
Sutton Wealth Advisors
Florida
$8.37K +$438 +17 +6%
GKIM
440
GW&K Investment Management
Massachusetts
$8K +$8K +299 New
CWP
441
Concord Wealth Partners
Virginia
$7.92K +$3.38K +131 +74%
BAAM
442
Baker Avenue Asset Management
California
$7.42K +$489 +19 +7%
AFS
443
Annapolis Financial Services
Maryland
$6.44K
HCM
444
Hollencrest Capital Management
California
$6.44K +$6.44K +250 New
PTC
445
Private Trust Company
Ohio
$5.49K +$1.75K +68 +47%
PCFFS
446
Pacific Center for Financial Services
California
$5.41K
CTC
447
Central Trust Company
Missouri
$5.15K
PA
448
PSI Advisors
Florida
$5.15K +$5.15K +200 New
CAS
449
Coppell Advisory Solutions
Texas
$5.1K +$5.1K +200 New
BTI
450
Blue Trust Inc
Georgia
$5K -$5.32K -267 -52%