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Lincoln National
LNC

Overview Fund Activity

625 hedge funds and large institutions have $6.07B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 216 increasing their positions, 221 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-21
Holders Change %
-3.25%
% of All Funds
10.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
216
Reduced
221
Closed
84
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$102M
2
BlackRock
BlackRock
New York
+$53.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$50.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.4M
5
Millennium Management
Millennium Management
New York
+$27.5M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$31M
4
Korea Investment Corp
Korea Investment Corp
South Korea
-$30.6M
5
State Street
State Street
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
476
UMB Bank
Missouri
$172K -$4.68K -100 -3%
Federated Hermes
477
Federated Hermes
Pennsylvania
$165K +$1.17K +25 +0.7%
QCG
478
Quadrant Capital Group
Ohio
$157K -$12K -256 -7%
BWA
479
BDO Wealth Advisors
Florida
$157K – – –
AF
480
Allworth Financial
California
$153K -$562 -12 -0.4%
CSPIA
481
Cary Street Partners Investment Advisory
Virginia
$147K +$147K +3,143 New
VanEck Associates
482
VanEck Associates
New York
$145K +$18K +383 +14%
SSB
483
Sandy Spring Bank
Maryland
$140K +$11.2K +240 +9%
MCM
484
McMillion Capital Management
North Carolina
$136K +$136K +2,900 New
PI
485
PineBridge Investments
New York
$134K -$2.42M -51,894 -95%
ETC
486
Exchange Traded Concepts
Oklahoma
$128K +$84K +1,795 +191%
QC
487
Quent Capital
New York
$122K +$6.56K +140 +6%
MFT
488
Moisand Fitzgerald Tamayo
Florida
$119K +$119K +2,554 New
ALAM
489
Asahi Life Asset Management
Japan
$117K +$117K +2,500 New
AIM
490
Anchor Investment Management
South Carolina
$117K -$4.68K -100 -4%
WT
491
Whittier Trust
California
$113K – – –
BBPWM
492
Blue Bell Private Wealth Management
Pennsylvania
$108K – – –
AIP
493
Ameritas Investment Partners
Nebraska
$108K – – –
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K – – –
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$98K -$4.15K -89 -4%
SWM
496
Sugarloaf Wealth Management
Georgia
$92K +$92K +1,973 New
VVP
497
Venture Visionary Partners
Ohio
$92K +$92K +1,967 New
BC
498
Bartlett & Co
Ohio
$89K -$3.29K -70 -4%
DMBA
499
Deseret Mutual Benefit Administrators
Utah
$89K – – –
BCWM
500
Bartlett & Co Wealth Management
Ohio
$88.6K -$3.27K -70 -4%
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