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Lincoln National

501 hedge funds and large institutions have $3.44B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 145 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
7.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
100
Increased
145
Reduced
189
Closed
65
Calls
$105M
Puts
$215M
Net Calls
-$110M
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
451
PSI Advisors
Florida
$5.59K +$134 +5 +2%
PWMG
452
Private Wealth Management Group
New Jersey
$5.5K +$5.5K +204 New
CTC
453
Central Trust Company
Missouri
$5.39K
IGWM
454
ICA Group Wealth Management
Colorado
$5.37K +$5.37K +199 New
ME
455
McIlrath & Eck
Washington
$4.99K -$4.05K -150 -45%
GWM
456
Geneos Wealth Management
Colorado
$4.67K -$13.2K -491 -74%
ACA
457
American Capital Advisory
Idaho
$4.5K +$4.5K +167 New
AIC
458
Archer Investment Corporation
Indiana
$4.26K
CFD
459
Creative Financial Designs
Indiana
$3.78K
TC
460
Truvestments Capital
Florida
$3.3K +$54 +2 +2%
Kayne Anderson Rudnick Investment Management
461
Kayne Anderson Rudnick Investment Management
California
$3.27K +$3K +111 +1,110%
PWMG
462
Prestige Wealth Management Group
New Jersey
$3.16K +$1.46K +54 +86%
SWM
463
Spire Wealth Management
Virginia
$3.13K
TPCW
464
TD Private Client Wealth
New York
$3.05K -$5.56K -206 -65%
Loomis, Sayles & Company
465
Loomis, Sayles & Company
Massachusetts
$3K +$3K +109 New
UB
466
UMB Bank
Missouri
$2.7K -$9.17K -340 -77%
KFI
467
Key Financial Inc
Pennsylvania
$2.7K
PTC
468
Private Trust Company
Ohio
$2.59K -$1.05K -39 -29%
TVAMP
469
Tennessee Valley Asset Management Partners
Tennessee
$2.34K +$2.34K +87 New
PK
470
Pflug Koory
Nebraska
$2.32K
PMFA
471
Plante Moran Financial Advisors
Michigan
$2.24K +$2.24K +83 New
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$2.16K -$2.7K -100 -56%
JWA
473
JFS Wealth Advisors
Pennsylvania
$2.1K +$566 +21 +37%
CAM
474
ClariVest Asset Management
California
$2K
RCM
475
Raleigh Capital Management
North Carolina
$1.75K +$1.75K +65 New