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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
451
MML Investors Services
Massachusetts
$256K +$216K +5,087 New
American Century Companies
452
American Century Companies
Missouri
$255K +$216K +5,077 New
LSA
453
Leonteq Securities AG
Switzerland
$253K +$214K +5,028 New
CBFP
454
Cedar Brook Financial Partners
Ohio
$252K +$213K +5,002 New
KCM
455
Kendall Capital Management
Maryland
$251K -$168K -3,940 -44%
FMC
456
First Merchants Corp
Indiana
$248K +$209K +4,920 New
HSA
457
HBK Sorce Advisory
Pennsylvania
$248K +$210K +4,933 New
WPW
458
Waldron Private Wealth
Pennsylvania
$248K +$210K +4,948 New
KTA
459
Keeley-Teton Advisors
Illinois
$247K +$209K +4,919 New
FI
460
FormulaFolio Investments
Michigan
$239K +$202K +4,743 New
BFA
461
Bragg Financial Advisors
North Carolina
$234K +$197K +4,645 New
P
462
&Partners
Tennessee
$231K +$196K +4,600 New
JCM
463
Jacobi Capital Management
Pennsylvania
$228K -$2.34K -55 -1%
BIM
464
Bogle Investment Management
Massachusetts
$226K +$191K +4,500 New
BI
465
Bramshill Investments
Florida
$226K +$191K +4,500 New
QCG
466
Quadrant Capital Group
Ohio
$225K +$12.8K +302 +7%
SW
467
SkyOak Wealth
Michigan
$222K +$187K +4,410 New
PSUF
468
People's United Financial
Connecticut
$219K +$185K +4,353 New
TRCT
469
Tower Research Capital (TRC)
New York
$216K -$1.3M -30,667 -88%
SM
470
Sciencast Management
New Jersey
$214K -$80.7K -1,898 -32%
RIM
471
Redpoint Investment Management
Australia
$212K +$179K +4,207 New
MIC
472
Meridian Investment Counsel
California
$211K +$178K +4,196 New
MHIC
473
Marble Harbor Investment Counsel
Massachusetts
$209K +$176K +4,150 New
QSS
474
Quantitative Systematic Strategies
Florida
$207K +$175K +4,122 New
BCV
475
Banque Cantonale Vaudoise
Switzerland
$205K

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.