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Lincoln National
LNC

Overview Fund Activity

575 hedge funds and large institutions have $9.94B invested in Lincoln National in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
15.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
56
Increased
188
Reduced
243
Closed
43
Calls
$42.4M
Puts
$26.3M
Net Calls
+$16.1M
Net Calls Change
+$1.95M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$474M
2
NI
Numeric Investors
Massachusetts
$59.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M
4
BIT
BlackRock Institutional Trust
California
$390M
5
Morgan Stanley
Morgan Stanley
New York
$71.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$3.96M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$312M
3
Citadel Advisors
Citadel Advisors
Florida
$50.3M
4
Invesco
Invesco
Georgia
$111M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
476
GAM Systematic
United Kingdom
$158K -$166K -3,298 -51%
OMCS
477
Old Mutual Customised Solutions
South Africa
$141K – – –
SC
478
SRB Corp
Massachusetts
$133K -$22.4K -446 -14%
BBPWM
479
Blue Bell Private Wealth Management
Pennsylvania
$131K – – –
SSB
480
Sandy Spring Bank
Maryland
$128K -$2.76K -55 -2%
SIG
481
Schooner Investment Group
Pennsylvania
$123K – – –
AF
482
Allworth Financial
California
$121K – – –
HCC
483
Hirtle Callaghan & Co
Pennsylvania
$119K -$167K -3,319 -58%
WT
484
Whittier Trust
California
$119K -$41K -816 -26%
BL
485
Balentine LLC
Georgia
$118K +$17.4K +345 +17%
VCM
486
Versant Capital Management
Arizona
$118K +$118K +2,354 New
NYLT
487
New York Life Trust
New York
$107K +$5.06K +101 +5%
JFGIW
488
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$106K +$62.5K +1,246 +144%
PO
489
Private Ocean
California
$97K – – –
WTC
490
WhitTier Trust Company
Nevada
$94K +$40.9K +816 +77%
ADL
491
Asset Dedication LLC
California
$93K +$93K +1,848 New
NIMI
492
Natixis Investment Managers International
France
$92K – – –
AC
493
Alexandria Capital
Virginia
$90K +$90K +1,800 New
TRCT
494
Tower Research Capital (TRC)
New York
$89K +$62.7K +1,248 +238%
PAM
495
PartnerRe Asset Management
Connecticut
$85K -$145K -2,860 -63%
PAIA
496
Park Avenue Institutional Advisers
New York
$81K -$3.39K -67 -4%
HWP
497
Hefty Wealth Partners
Indiana
$80K +$80K +1,600 New
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K -$95.4K -1,900 -55%
Twin Tree Management
499
Twin Tree Management
Texas
$78K +$22K +436 +39%
FCCM
500
First City Capital Management
Georgia
$77.8K -$34.1K -679 -30%
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