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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
BlackRock Advisors
Delaware
$114M -$6.12M -120,780 -5%
Deutsche Bank
27
Deutsche Bank
Germany
$108M +$8.75M +172,729 +9%
PP
28
Prudential plc
United Kingdom
$107M +$4.64M +91,500 +5%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$100M +$2.97M +58,720 +3%
Bank of America
30
Bank of America
North Carolina
$99.3M -$3M -59,286 -3%
SFM
31
Systematic Financial Management
New Jersey
$97.2M -$26.8M -528,888 -22%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$96.4M +$15.4M +303,879 +19%
JHIU
33
Janus Henderson Investors US
Colorado
$94.5M +$26.8M +529,300 +40%
SCM
34
Sterling Capital Management
North Carolina
$78.4M +$878K +17,320 +1%
SONJCPFA
35
State of New Jersey Common Pension Fund A
New Jersey
$76.3M – – –
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$76M +$2.82M +55,662 +4%
TCIM
37
TIAA CREF Investment Management
New York
$74.7M +$5.23M +103,158 +8%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$71.9M -$23.9M -472,600 -25%
AL
39
AJO LP
Pennsylvania
$70.5M -$1.72M -33,890 -2%
AAMU
40
Amundi Asset Management US
Massachusetts
$69.9M +$12.6M +249,563 +22%
Wells Fargo
41
Wells Fargo
California
$69.5M -$933K -18,411 -1%
BIM
42
BlackRock Investment Management
Delaware
$69.2M +$79.2K +1,564 +0.1%
SI
43
Scout Investments
Missouri
$64.8M -$40.1M -792,366 -38%
Allianz Asset Management
44
Allianz Asset Management
Germany
$64.5M +$3.01M +59,331 +5%
Legal & General Group
45
Legal & General Group
United Kingdom
$63.1M -$2.15M -42,435 -3%
WCM
46
Winton Capital Management
United Kingdom
$62M +$22.1M +436,122 +55%
U
47
UBS
Switzerland
$61.6M +$20M +394,840 +48%
CRM
48
Cramer Rosenthal McGlynn
Connecticut
$60.5M +$60.5M +1,193,221 New
DCM
49
Discovery Capital Management
Connecticut
$55.5M +$6.69M +132,000 +14%
PPA
50
Parametric Portfolio Associates
Washington
$50.1M +$2.18K +43 +0%
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