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Lincoln National
LNC

Overview Fund Activity

636 hedge funds and large institutions have $12.1B invested in Lincoln National in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 189 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
15.86%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.15%
New
74
Increased
189
Reduced
271
Closed
52
Calls
$124M
Puts
$97.3M
Net Calls
+$26.5M
Net Calls Change
-$15.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.17B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$79.5M
3
DZ Bank
DZ Bank
Germany
+$65.4M
4
TA
Teachers Advisors
New York
+$64.7M
5
JHIU
Janus Henderson Investors US
Colorado
+$63.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$157M
2
UBS AM
UBS AM
Illinois
-$133M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$78M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$78M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
476
Tocqueville Asset Management
New York
$317K +$3.93K +60 +1%
PFO
477
Pathstone Family Office
New Jersey
$314K -$24.5K -374 -7%
FCI
478
Financial Counselors Inc
Kansas
$312K -$45.1K -690 -13%
DY
479
Dowling & Yahnke
California
$312K -$16.3K -250 -5%
BOH
480
Bank of Hawaii
Hawaii
$308K -$120K -1,832 -28%
BOTW
481
Bank of the West
California
$308K -$44.4K -680 -13%
BDF
482
Balasa Dinverno & Foltz
$308K -$3.93K -60 -1%
PL
483
Parkwood LLC
Ohio
$308K +$308K +4,700 New
MYLI
484
Meiji Yasuda Life Insurance
Japan
$306K -$101K -1,540 -25%
TPWA
485
TRUE Private Wealth Advisors
Oregon
$301K -$4.91K -75 -2%
BAC
486
Boys Arnold & Co
North Carolina
$292K – – –
Pacer Advisors
487
Pacer Advisors
Pennsylvania
$292K +$9.36K +143 +3%
SCA
488
Snowden Capital Advisors
New York
$291K +$291K +4,447 New
Federated Hermes
489
Federated Hermes
Pennsylvania
$290K +$162K +2,473 +127%
SI
490
SII Investments
Wisconsin
$289K – – –
MCM
491
Monarch Capital Management
Indiana
$281K -$52.3K -800 -16%
ECM
492
Everence Capital Management
Indiana
$276K – – –
SCM
493
Southport Capital Management
Tennessee
$275K -$1.38K -21 -0.5%
FNT
494
First National Trust
Pennsylvania
$273K -$49.7K -762 -15%
SPC
495
Sigma Planning Corp
Michigan
$272K -$61.2K -936 -18%
EGA
496
Eagle Global Advisors
Texas
$272K +$272K +4,159 New
CICI
497
Capital Investment Counsel Inc
North Carolina
$269K -$6.54K -100 -2%
TMAM
498
Tokio Marine Asset Management
Japan
$268K -$74.3K -1,134 -22%
BRWA
499
B. Riley Wealth Advisors
Florida
$268K -$7.09K -108 -3%
YIA
500
YHB Investment Advisors
Connecticut
$267K – – –
18 19
20
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