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Lincoln National
LNC

Overview Fund Activity

646 hedge funds and large institutions have $8.38B invested in Lincoln National in 2022 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 215 increasing their positions, 253 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
10.22%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
51
Increased
215
Reduced
253
Closed
67
Calls
$75.2M
Puts
$102M
Net Calls
-$26.4M
Net Calls Change
-$23M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.9M
2
Invesco
Invesco
Georgia
+$26.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$21.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$18.2M
5
Squarepoint
Squarepoint
New York
+$14.9M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$68.3M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$45.2M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$44.4M
5
CIP
Cornerstone Investment Partners
Georgia
-$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
451
1620 Investment Advisors
Massachusetts
$264K – – –
WP
452
WealthSource Partners
California
$263K -$5.88K -90 -2%
CWM
453
Congress Wealth Management
Massachusetts
$263K -$4.19K -64 -2%
Vontobel Holding
454
Vontobel Holding
Switzerland
$262K +$60.8K +910 +30%
CL
455
CSS LLC
Illinois
$261K -$65.3K -1,000 -20%
HKIM
456
Hayek Kallen Investment Management
Alabama
$261K – – –
Luther King Capital Management (LKCM)
457
Luther King Capital Management (LKCM)
Texas
$261K – – –
GF
458
Gries Financial
Ohio
$261K – – –
DIP
459
DT Investment Partners
Pennsylvania
$261K +$261K +4,000 New
AIM
460
Athena Investment Management
California
$260K +$260K +3,930 New
BWP
461
BSW Wealth Partners
Colorado
$251K -$2.48K -38 -1%
CGL
462
Clarius Group LLC
Washington
$248K – – –
UB
463
UMB Bank
Missouri
$247K – – –
CFG
464
Citizens Financial Group
Rhode Island
$247K +$6.8K +104 +3%
SWP
465
Stratos Wealth Partners
Ohio
$245K +$5.36K +82 +2%
DT
466
Diversified Trust
Tennessee
$243K -$522 -8 -0.2%
WI
467
Wintrust Investments
Illinois
$242K -$32.7K -500 -12%
UCFA
468
United Capital Financial Advisors
Texas
$241K -$108K -1,662 -31%
SB
469
Sunflower Bank
Texas
$241K -$3K -46 -1%
FI
470
Fractal Investments
Connecticut
$241K -$327 -5 -0.1%
Cerity Partners
471
Cerity Partners
New York
$236K -$413K -6,304 -64%
QCG
472
Quadrant Capital Group
Ohio
$236K -$11.9K -182 -5%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$235K -$30.3K -464 -11%
FRAF
474
Första AP-fonden
Sweden
$235K -$13.1K -200 -5%
HI
475
Horizon Investments
North Carolina
$233K +$233K +3,592 New
17 18
19
20 21