We are live on ! Find out more
LNC icon

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
SB
476
Sunflower Bank
Texas
$217K +$193K +3,490 New
KAS
477
Kestra Advisory Services
Texas
$216K -$419K -7,580 -69%
FM
478
Family Management
New York
$216K +$192K +3,469 New
BCV
479
Banque Cantonale Vaudoise
Switzerland
$215K -$34.3K -620 -15%
CCM
480
Coldstream Capital Management
Washington
$215K +$191K +3,447 New
CB
481
Commerce Bank
Missouri
$214K -$188K -3,400 -50%
KCM
482
Kendall Capital Management
Maryland
$213K -$87K -1,575 -32%
QSS
483
Quantitative Systematic Strategies
Florida
$213K -$38.8K -702 -17%
CAM
484
Cresset Asset Management
Illinois
$213K +$190K +3,429 New
LFF
485
Level Four Financial
Texas
$210K +$186K +3,370 New
BFA
486
Bragg Financial Advisors
North Carolina
$209K -$71.6K -1,296 -28%
VI
487
Vestcor Inc
New Brunswick, Canada
$209K -$5.53K -100 -3%
BWA
488
BDO Wealth Advisors
Florida
$209K -$4.14K -75 -2%
CAM
489
Concorde Asset Management
Michigan
$204K +$181K +3,282 New
AAM
490
Advisors Asset Management
Colorado
$203K -$171K -3,092 -49%
KA
491
KLCM Advisors
Wisconsin
$203K +$180K +3,256 New
O
492
Ossiam
France
$201K +$160K +2,893 +848%
LSAG
493
Lake Street Advisors Group
New Hampshire
$201K +$178K +3,227 New
AF
494
Allworth Financial
California
$188K +$11.3K +204 +7%
SSB
495
Sandy Spring Bank
Maryland
$172K
AIM
496
Anchor Investment Management
South Carolina
$162K
AIP
497
Ameritas Investment Partners
Nebraska
$161K -$17.4K -314 -11%
ASBI
498
American State Bank (Iowa)
Iowa
$146K
BCA
499
Berman Capital Advisors
Georgia
$140K +$6.96K +126 +6%
CA
500
Clearstead Advisors
Ohio
$136K