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Lincoln National

620 hedge funds and large institutions have $7.76B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 168 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+87
Holders Change %
+16.32%
% of All Funds
11%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
144
Increased
168
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.16M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
476
Luther King Capital Management (LKCM)
Texas
$201K +$201K +4,000 New
FTDI
477
First Trust Direct Indexing
Massachusetts
$201K +$201K +4,000 New
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$193K +$33.1K +656 +21%
AAP
479
Arax Advisory Partners
Colorado
$189K -$4.62K -92 -2%
EI
480
Ellevest Inc
New York
$185K +$19.9K +396 +12%
ONST
481
Old North State Trust
North Carolina
$184K -$55.3K -1,100 -23%
VI
482
Vestcor Inc
New Brunswick, Canada
$174K -$26.7K -531 -13%
BWA
483
BDO Wealth Advisors
Florida
$172K -$26.9K -535 -14%
HPC
484
HM Payson & Co
Maine
$161K +$116K +2,298 +256%
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K +$60.5K +1,200 +61%
SFS
486
Sowell Financial Services
Arkansas
$158K +$108K +2,136 +214%
AIP
487
Ameritas Investment Partners
Nebraska
$146K -$21.3K -425 -13%
MCM
488
McMillion Capital Management
North Carolina
$146K +$146K +2,900 New
AF
489
Allworth Financial
California
$142K +$202 +4 +0.1%
SSB
490
Sandy Spring Bank
Maryland
$139K
AIM
491
Anchor Investment Management
South Carolina
$131K +$115K +2,288 +745%
RPWA
492
Regent Peak Wealth Advisors
Georgia
$126K +$126K +2,499 New
SWM
493
Sugarloaf Wealth Management
Georgia
$122K +$959 +19 +0.8%
CA
494
Clearstead Advisors
Ohio
$110K
CFGS
495
Concourse Financial Group Securities
Alabama
$108K -$2.73K -54 -2%
BCA
496
Berman Capital Advisors
Georgia
$107K +$9.67K +193 +10%
WT
497
Whittier Trust
California
$106K
CL
498
COWA LLC
Oklahoma
$106K +$106K +2,080 New
Rockefeller Capital Management
499
Rockefeller Capital Management
New York
$103K +$8.25K +165 +9%
BC
500
Bartlett & Co
Ohio
$102K -$15.1K -300 -13%