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Lincoln National

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473519 (+46)

2.82% more ownership

Funds ownership: 85.58%88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
476
LS Investment Advisors
Michigan
$56K +$26.9K +638 +90%
TF
477
Tompkins Financial
New York
$55K +$55.7K +1,320 New
TSW
478
Thompson Siegel & Walmsley
Virginia
$50K
DADC
479
D.A. Davidson & Co
Montana
$46K -$549 -13 -1%
WTC
480
WhitTier Trust Company
Nevada
$44K
AAC
481
Asset Advisors Corp
Georgia
$42K
M&T Bank
482
M&T Bank
New York
$42K
ACM
483
Aviance Capital Management
Florida
$41K +$40.8K +966 New
PAS
484
Partnervest Advisory Services
California
$33K +$28.5K +676 +663%
MFS
485
MSI Financial Services
Massachusetts
$28K +$3.46K +82 +14%
JFGIW
486
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
FNBT
487
FineMark National Bank & Trust
Florida
$26K -$8.61K -204 -25%
HHMI
488
Howard Hughes Medical Institute
Maryland
$24K +$1.6K +38 +7%
PFG
489
Piershale Financial Group
Illinois
$24K +$12.1K +287 +100%
HCC
490
Hirtle Callaghan & Co
Pennsylvania
$20K +$19.9K +472 New
S
491
SignatureFD
Georgia
$19K +$6.33K +150 +48%
MCM
492
Manchester Capital Management
Vermont
$18K
BOK
493
Bank of Kentucky
Kentucky
$17K
PMFA
494
Plante Moran Financial Advisors
Michigan
$14K +$464 +11 +3%
BBHC
495
Brown Brothers Harriman & Co
New York
$13K -$50K -1,185 -79%
HF
496
Hoxton Financial
West Virginia
$13K -$3.25K -77 -20%
Manulife (Manufacturers Life Insurance)
497
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K +$112K +2,646 +0.9%
WA
498
WealthTrust-Arizona
Arizona
$11K -$1.94K -46 -15%
RA
499
Rational Advisors
New York
$11K
HR
500
Howe & Rusling
New York
$11K +$11.1K +262 New