We are live on ! Find out more
LNC icon

Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$265K +$23.4K +423 +11%
RIM
452
Redpoint Investment Management
Australia
$262K
MIC
453
Meridian Investment Counsel
California
$261K
MHIC
454
Marble Harbor Investment Counsel
Massachusetts
$258K
WP
455
WealthSource Partners
California
$255K -$156K -2,824 -41%
CICI
456
Capital Investment Counsel Inc
North Carolina
$252K +$223K +4,044 New
DCM
457
Dupont Capital Management
Delaware
$251K -$68.3K -1,236 -23%
EH
458
Equitable Holdings
New York
$251K
FNT
459
First Nebraska Trust
Nebraska
$250K
BBVA
460
Banco Bilbao Vizcaya Argentaria
Spain
$250K +$222K +4,008 New
Luther King Capital Management (LKCM)
461
Luther King Capital Management (LKCM)
Texas
$249K
UCFA
462
United Capital Financial Advisors
Texas
$248K -$69.7K -1,262 -24%
XT
463
XTX Topco
Cayman Islands
$243K +$215K +3,898 New
SFS
464
Sowell Financial Services
Arkansas
$241K +$20.8K +376 +12%
CFG
465
Citizens Financial Group
Rhode Island
$236K +$210K +3,796 New
EI
466
Ellevest Inc
New York
$235K +$4.59K +83 +2%
JIP
467
Jaffetilchin Investment Partners
Florida
$233K -$775K -14,024 -79%
ONST
468
Old North State Trust
North Carolina
$228K
MFA
469
Mayflower Financial Advisors
Massachusetts
$225K +$199K +3,608 New
UB
470
UMB Bank
Missouri
$225K +$200K +3,627 New
QT
471
Quantamental Technologies
New York
$221K +$196K +3,551 New
BB
472
Busey Bank
Illinois
$220K +$195K +3,535 New
Acadian Asset Management
473
Acadian Asset Management
Massachusetts
$219K -$10.1M -182,403 -98%
P
474
Pitcairn
Pennsylvania
$219K +$194K +3,509 New
VCAM
475
Van Cleef Asset Management
Ohio
$218K +$193K +3,500 New