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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
26
AGF Investments Inc
Ontario, Canada
$65M -$4.66M -84,369 -7%
SI
27
Scout Investments
Missouri
$63.6M -$15.7M -283,374 -22%
RP
28
RR Partners
New York
$62.7M
CIP
29
Cornerstone Investment Partners
Georgia
$62M -$4.22M -76,443 -7%
Deutsche Bank
30
Deutsche Bank
Germany
$57.9M +$23M +415,740 +81%
N
31
Nuveen
North Carolina
$55.7M -$370K -6,689 -0.7%
Ninety One (UK)
32
Ninety One (UK)
United Kingdom
$54M +$14.3M +258,461 +43%
UBS Group
33
UBS Group
Switzerland
$52.2M +$8.25M +149,350 +22%
Goldman Sachs
34
Goldman Sachs
New York
$48.7M +$5.74M +103,821 +15%
UBS AM
35
UBS AM
Illinois
$47.5M +$2.52M +45,575 +6%
Swiss National Bank
36
Swiss National Bank
Switzerland
$46.2M +$630K +11,400 +2%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$45.7M -$1.52M -27,560 -4%
Two Sigma Investments
38
Two Sigma Investments
New York
$45.1M -$6.5M -117,524 -14%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$41.7M -$940K -17,000 -2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$38.6M -$2.19M -39,576 -6%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$34.5M -$4.16M -75,256 -12%
KBC Group
42
KBC Group
Belgium
$33.4M -$12.2M -220,394 -29%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$32.4M +$27.8M +502,733 +2,970%
WCM
44
Wedge Capital Management
North Carolina
$32.2M +$3.66M +66,248 +15%
Barclays
45
Barclays
United Kingdom
$31.4M -$1.11M -20,063 -4%
TAM
46
Todd Asset Management
Kentucky
$30.9M -$97.4K -1,763 -0.4%
CS
47
Credit Suisse
Switzerland
$30.7M +$6.48M +117,309 +31%
Korea Investment Corp
48
Korea Investment Corp
South Korea
$30.2M -$2.1M -37,935 -7%
RCM
49
RNC Capital Management
California
$30.1M +$2.96M +53,565 +12%
Wells Fargo
50
Wells Fargo
California
$29.3M +$2.04M +36,915 +9%