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Lincoln National

533 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 178 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
81
Increased
178
Reduced
179
Closed
42
Calls
$97M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$25.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TSMHT
451
Thurston Springer Miller Herd & Titak
Indiana
$23.3K +$23.3K +750 New
CFM
452
Catalyst Funds Management
Australia
$21.8K +$21.8K +700 New
RTC
453
Riverview Trust Company
Washington
$21.4K
PFA
454
Pathway Financial Advisers
Indiana
$20.7K -$23.3K -750 -53%
CWC
455
Carolinas Wealth Consulting
North Carolina
$20.2K
LFG
456
Larson Financial Group
Missouri
$17.3K +$715 +23 +4%
MRCM
457
M&R Capital Management
New Jersey
$17.3K -$373 -12 -2%
PS
458
Principal Securities
Iowa
$17.1K -$529 -17 -3%
VNA
459
Valley National Advisers
Pennsylvania
$16K -$734 -25 -4%
AEPWM
460
Atlantic Edge Private Wealth Management
Florida
$15.6K
CH
461
Cromwell Holdings
Wyoming
$15.5K +$15.5K +499 New
C
462
Covestor
United Kingdom
$14K -$188 -6 -1%
ADL
463
Asset Dedication LLC
California
$13.8K
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$13.7K
OC
465
Oakworth Capital
Alabama
$12.9K
CAM
466
ClariVest Asset Management
California
$12.7K +$10.4K +335 +453%
VWM
467
Venturi Wealth Management
Texas
$11.6K +$373 +12 +3%
T
468
Tidemark
California
$10.4K
BBHC
469
Brown Brothers Harriman & Co
New York
$10.1K -$5.44K -175 -35%
SFA
470
Semmax Financial Advisors
North Carolina
$10.1K -$13.4K -455 -57%
N
471
Natixis
France
$9.36K +$9.36K +301 New
CFB
472
Cullen/Frost Bankers
Texas
$9.33K
DSC
473
Duncker Streett & Co
Missouri
$9.33K
UB
474
UMB Bank
Missouri
$9.21K +$3.79K +122 +70%
NS
475
NBC Securities
Alabama
$9K