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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
451
Tower Research Capital (TRC)
New York
$251K -$259K -5,125 -51%
BAC
452
Boys Arnold & Co
North Carolina
$250K – – –
1SB
453
1ST Source Bank
Indiana
$250K +$40.6K +800 +19%
QSS
454
Quantitative Systematic Strategies
Florida
$244K +$244K +4,811 New
ZDA
455
Zweig-DiMenna Associates
New York
$243K -$17.2M -338,772 -99%
MIP
456
Marietta Investment Partners
Wisconsin
$237K +$237K +4,673 New
Janney Montgomery Scott
457
Janney Montgomery Scott
Pennsylvania
$236K +$3.65K +72 +2%
PFM
458
Parsec Financial Management
North Carolina
$233K – – –
CAN
459
Cetera Advisor Networks
California
$231K -$202K -3,987 -47%
Hudson Bay Capital Management
460
Hudson Bay Capital Management
Connecticut
$229K +$229K +4,524 New
IRS
461
Invictus RG (Singapore)
Singapore
$226K -$452K -8,902 -67%
BGAM
462
Boussard & Gavaudan Asset Management
United Kingdom
$221K -$27.5K -544 -11%
JIR
463
James Investment Research
Ohio
$220K -$86.1K -1,700 -28%
QBFM
464
QS Batterymarch Financial Management
New York
$220K -$12.5K -247 -5%
PP
465
Paloma Partners
Connecticut
$219K -$2.13M -42,100 -91%
HFS
466
HL Financial Services
Kentucky
$219K -$11.4K -225 -5%
HH
467
Hilltop Holdings
Texas
$214K +$2.53K +50 +1%
Toronto Dominion Bank
468
Toronto Dominion Bank
Ontario, Canada
$213K +$1.16K +23 +0.5%
BF
469
BOK Financial
Oklahoma
$213K +$213K +4,204 New
JIP
470
Jaffetilchin Investment Partners
Florida
$207K -$319K -6,295 -61%
FSC
471
Fiduciary Services Corp
Georgia
$207K – – –
BRWM
472
B. Riley Wealth Management
Tennessee
$205K +$205K +4,041 New
DD
473
Dominick & Dominick
New York
$204K – – –
RA
474
Royce & Associates
New York
$203K +$203K +4,000 New
Bank of Nova Scotia
475
Bank of Nova Scotia
Ontario, Canada
$200K +$200K +3,942 New
17 18
19
20 21