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Lincoln National
LNC

Overview Fund Activity

539 hedge funds and large institutions have $11.9B invested in Lincoln National in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 259 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.49%
New
59
Increased
146
Reduced
259
Closed
35
Calls
$89.6M
Puts
$130M
Net Calls
-$40.4M
Net Calls Change
-$27.5M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$388M
2
Goldman Sachs
Goldman Sachs
New York
$407M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.5M
4
DCM
Discovery Capital Management
Connecticut
$49.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$261M
2
MCM
Munder Capital Management
Michigan
$159M
3
Ameriprise
Ameriprise
Minnesota
$138M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$15.5M
5
SFM
Systematic Financial Management
New Jersey
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
451
Tudor Investment Corp
Connecticut
$263K -$413K -8,000 -61%
BGAM
452
Boussard & Gavaudan Asset Management
United Kingdom
$254K +$254K +4,923 New
BAC
453
Boys Arnold & Co
North Carolina
$254K +$254K +4,926 New
CC
454
ClearArc Capital
Ohio
$251K -$27K -524 -10%
TSWM
455
Triangle Securities Wealth Management
North Carolina
$251K – – –
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$248K -$12.4K -239 -5%
CI
457
Constellation Investments
Ohio
$247K +$247K +4,786 New
LIA
458
LS Investment Advisors
Michigan
$239K +$170K +3,282 +244%
PFM
459
Parsec Financial Management
North Carolina
$238K +$238K +4,604 New
QBFM
460
QS Batterymarch Financial Management
New York
$237K -$10.6K -205 -4%
Janney Montgomery Scott
461
Janney Montgomery Scott
Pennsylvania
$237K +$237K +4,589 New
HFS
462
HL Financial Services
Kentucky
$235K +$235K +4,545 New
MME
463
Meag Munich Ergo
Germany
$234K -$170K -3,325 -42%
DC
464
Davenport & Co
Virginia
$233K -$54.5K -1,056 -19%
AAM
465
Advisors Asset Management
Colorado
$225K +$58.8K +1,142 +35%
IC
466
IKOS CIF
Cyprus
$224K -$1.3M -24,974 -85%
CC
467
Courier Capital
New York
$223K -$46.6K -902 -17%
AI
468
Atria Investments
North Carolina
$223K +$223K +4,319 New
AIU
469
Algebris Investments (UK)
United Kingdom
$222K +$222K +4,300 New
HH
470
Hilltop Holdings
Texas
$216K +$216K +4,183 New
Toronto Dominion Bank
471
Toronto Dominion Bank
Ontario, Canada
$216K +$216K +4,187 New
1SB
472
1ST Source Bank
Indiana
$213K +$213K +4,126 New
FSC
473
Fiduciary Services Corp
Georgia
$211K +$211K +4,085 New
DD
474
Dominick & Dominick
New York
$208K +$208K +4,030 New
HighTower Advisors
475
HighTower Advisors
Illinois
$205K -$1.01M -19,661 -83%
17 18
19
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