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Lincoln National
LNC

Overview Fund Activity

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M

Top Buyers

1
BlackRock
BlackRock
New York
$407M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$106M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$78M
4
Principal Financial Group
Principal Financial Group
Iowa
$43.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$23.2M

Top Sellers

1
Invesco
Invesco
Georgia
$71.5M
2
State Street
State Street
Massachusetts
$149M
3
MCM
Moore Capital Management
New York
$0
4
Geode Capital Management
Geode Capital Management
Massachusetts
$60.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$508M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
476
Ossiam
France
– -$5.1M -198,082 Closed
GC
477
Gillson Capital
Illinois
– -$4.41M -171,203 Closed
Chevy Chase Trust
478
Chevy Chase Trust
Maryland
– -$2.29M -88,765 Closed
JFG
479
Jefferies Financial Group
New York
– -$2.15M -83,524 Closed
Schroder Investment Management Group
480
Schroder Investment Management Group
United Kingdom
– -$1.87M -72,739 Closed
Rafferty Asset Management
481
Rafferty Asset Management
New York
– -$1.78M -68,921 Closed
CS
482
Candriam SCA
Luxembourg
– -$1.66M -64,327 Closed
Group One Trading
483
Group One Trading
Illinois
– -$1.5M -58,074 Closed
VIA
484
Vident Investment Advisory
Georgia
– -$1.17M -45,247 Closed
SMDAM
485
Sumitomo Mitsui DS Asset Management
Japan
– -$1.1M -42,651 Closed
PIWA
486
Prevail Innovative Wealth Advisors
Kansas
– -$1.09M -42,439 Closed
SOMRS
487
State of Michigan Retirement System
Michigan
– -$1.09M -42,315 Closed
YIH
488
Y-Intercept (HK)
Hong Kong
– -$1.03M -40,059 Closed
SLWA
489
San Luis Wealth Advisors
California
– -$998K -38,738 Closed
GS
490
GTS Securities
New York
– -$917K -35,592 Closed
Retirement Systems of Alabama
491
Retirement Systems of Alabama
Alabama
– -$903K -35,068 Closed
CWM
492
CIBC World Markets
New York
– -$811K -31,468 Closed
DU
493
Delphia (USA)
Ontario, Canada
– -$747K -28,999 Closed
TD Asset Management
494
TD Asset Management
Ontario, Canada
– -$743K -28,824 Closed
GAM
495
Gotham Asset Management
New York
– -$707K -27,459 Closed
LS
496
Livforsakringsbolaget Skandia
Sweden
– -$690K -26,800 Closed
TCM
497
Twin Capital Management
Pennsylvania
– -$651K -25,265 Closed
LCM
498
Laurion Capital Management
New York
– -$641K -24,881 Closed
HI
499
HBK Investments
Texas
– -$614K -23,838 Closed
Parallax Volatility Advisers
500
Parallax Volatility Advisers
California
– -$592K -22,971 Closed
18 19
20
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