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Lincoln National
LNC

Overview Fund Activity

625 hedge funds and large institutions have $6.07B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-21
Holders Change %
-3.25%
% of All Funds
10.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
216
Reduced
221
Closed
84
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$102M
2
BlackRock
BlackRock
New York
+$53.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Millennium Management
Millennium Management
New York
+$27.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$31M
4
Korea Investment Corp
Korea Investment Corp
South Korea
-$30.6M
5
State Street
State Street
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMF
451
Counterpoint Mutual Funds
California
$223K +$223K +4,777 New
SAM
452
Summit Asset Management
Tennessee
$219K – – –
JCM
453
Jacobi Capital Management
Pennsylvania
$219K +$4.96K +106 +2%
HFM
454
Harvest Fund Management
China
$218K – – –
SW
455
SVB Wealth
Massachusetts
$218K +$1.45K +31 +0.7%
KTA
456
Keeley-Teton Advisors
Illinois
$216K – – –
IUHSA
457
Itau Unibanco Holding S.A.
Brazil
$216K +$216K +4,614 New
BFC
458
Bedel Financial Consulting
Indiana
$215K – – –
TFA
459
Triad Financial Advisors
North Carolina
$214K +$94 +2 +0%
CB
460
Commerce Bank
Missouri
$212K -$36.5K -781 -15%
UCFA
461
United Capital Financial Advisors
Texas
$211K +$38.7K +828 +22%
1IA
462
1620 Investment Advisors
Massachusetts
$207K +$25.7K +548 +14%
SW
463
SkyOak Wealth
Michigan
$206K – – –
FFM
464
Forum Financial Management
Illinois
$205K – – –
CBFP
465
Cedar Brook Financial Partners
Ohio
$204K -$56.6K -1,213 -22%
HSA
466
HBK Sorce Advisory
Pennsylvania
$204K -$2.25K -48 -1%
AG
467
AIA Group
Hong Kong
$198K +$70K +1,500 +55%
ACM
468
Aquatic Capital Management
Illinois
$196K +$196K +4,200 New
GI
469
Gradient Investments
Minnesota
$194K -$2.15K -46 -1%
CA
470
Clearstead Advisors
Ohio
$193K +$3.55K +76 +2%
NICM
471
Neo Ivy Capital Management
New York
$186K +$186K +3,984 New
T
472
TOBAM
France
$182K +$182K +3,902 New
FRAF
473
Första AP-fonden
Sweden
$178K +$9.37K +200 +6%
VI
474
Vestcor Inc
New Brunswick, Canada
$178K +$51K +1,093 +40%
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$173K +$13.8K +296 +9%
17 18
19
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