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Lincoln National
LNC

Overview Fund Activity

515 hedge funds and large institutions have $4.08B invested in Lincoln National in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 187 increasing their positions, 202 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-103
Holders Change %
-16.67%
% of All Funds
11.38%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
54
Increased
187
Reduced
202
Closed
149
Calls
$17M
Puts
$30.8M
Net Calls
-$13.8M
Net Calls Change
-$2.62M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.4M
2
CVA
Ceredex Value Advisors
Florida
+$42.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
4
CIP
Cornerstone Investment Partners
Georgia
+$30.1M
5
Dodge & Cox
Dodge & Cox
California
+$29.8M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$132M
2
EIP
Easterly Investment Partners
Massachusetts
-$75.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$73.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.4M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
451
Asset Dedication LLC
California
$12K – – –
HIA
452
Harbor Investment Advisory
Maryland
$12K +$12K +449 New
AIC
453
Ameritas Investment Company
Nebraska
$12K +$12K +500 New
TCOV
454
Trust Company of Vermont
Vermont
$11K -$1.72K -63 -14%
CDIA
455
Capital Directions Investment Advisors
Georgia
$11K – – –
FHA
456
First Horizon Advisors
Tennessee
$11K – – –
LFG
457
Larson Financial Group
Missouri
$11K +$11K +435 New
EIP
458
Ellis Investment Partners
Pennsylvania
$10K -$11.2K -479 -53%
CFFP
459
Center for Financial Planning
Michigan
$10K – – –
TFO
460
Tarbox Family Office
California
$10K +$665 +24 +7%
EW
461
Evoke Wealth
California
$9.4K +$1.47K +56 +19%
TL
462
TrueWealth LLC
Georgia
$9K – – –
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$2.58K +101 +40%
TC
464
Truvestments Capital
Florida
$8K -$316K -12,314 -98%
AWM
465
AllSquare Wealth Management
New York
$8K – – –
WEC
466
Winslow Evans & Crocker
Massachusetts
$8K – – –
PFBT
467
Parkside Financial Bank & Trust
Missouri
$8K +$177 +7 +2%
ZB
468
Zions Bancorporation
Utah
$8K +$944 +36 +13%
YAL
469
Your Advocates Ltd
Texas
$8K +$8K +300 New
LC
470
Lindbrook Capital
California
$7K -$18.4K -672 -72%
PCFFS
471
Pacific Center for Financial Services
California
$6K – – –
SWM
472
Selective Wealth Management
Virginia
$6K – – –
GAM
473
Gemmer Asset Management
California
$6K +$306 +12 +5%
SFSIG
474
San Francisco Sentry Investment Group
California
$6K +$4.68K +174 +355%
ANBT
475
American National Bank & Trust
Texas
$5K – – –
17 18
19
20 21