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Lincoln National
LNC

Overview Fund Activity

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$135M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$101M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$27.1M
4
Principal Financial Group
Principal Financial Group
Iowa
+$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$19.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$139M
2
State Street
State Street
Massachusetts
-$76.7M
3
MCM
Moore Capital Management
New York
-$35.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$23.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHR
451
Matthew Hamilton Rosenberg
$1.33K – – –
CHA
452
Carmichael Hill & Associates
Maryland
$1.26K – – –
BIA
453
Bell Investment Advisors
California
$1.19K -$1.36K -55 -53%
MA
454
MCF Advisors
Kentucky
$1.19K – – –
VWM
455
Venturi Wealth Management
Texas
$1.11K +$1.11K +45 New
PGAM
456
Princeton Global Asset Management
New Jersey
$1.06K – – –
NECFA
457
New England Capital Financial Advisors
Connecticut
$1.05K +$24 +1 +2%
GKIM
458
GW&K Investment Management
Massachusetts
$1K -$8.97K -269 -90%
CSC
459
Caldwell Sutter Capital
California
$889 – – –
SC
460
SouthState Corp
Florida
$864 -$1.41K -57 -62%
PCTC
461
Perkins Coie Trust Company
Washington
$789 +$789 +32 New
SIC
462
SJS Investment Consulting
Ohio
$741 +$198 +8 +36%
TFM
463
TFC Financial Management
Massachusetts
$717 – – –
OP
464
ORG Partners
Indiana
$575 – – –
SWA
465
SOA Wealth Advisors
New York
$572 – – –
ECM
466
Everence Capital Management
Indiana
$549 +$130 +5,250 +31%
WWM
467
Wolff Wiese Magana
California
$494 – – –
SFA
468
Semmax Financial Advisors
North Carolina
$268 +$268 +12 New
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$247 – – –
TWP
470
TFO Wealth Partners
Ohio
$232 +$232 +9 New
BWM
471
Baystate Wealth Management
Massachusetts
$164 – – –
HCM
472
Hollencrest Capital Management
California
$1 -$6.44K -250 Closed
MCM
473
Moore Capital Management
New York
– -$35.2M -1,366,580 Closed
Alyeska Investment Group
474
Alyeska Investment Group
Illinois
– -$12.9M -500,000 Closed
Pacer Advisors
475
Pacer Advisors
Pennsylvania
– -$9M -349,462 Closed
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