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Lincoln National

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473519 (+46)

2.82% more ownership

Funds ownership: 85.58%88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CGT
501
Capital Guardian Trust
California
$9K +$9.5K +225 New
UB
502
UMB Bank
Missouri
$8.81K -$2.92M -69,244 -25%
TWA
503
TCI Wealth Advisors
Arizona
$8K
CPS
504
Counsel Portfolio Services
Ontario, Canada
$7.04K +$744K +17,619 +12%
SC
505
Saturna Capital
Washington
$7K
FBC
506
Fairfield, Bush & Co
Connecticut
$6K -$3.17K -75 -32%
DAM
507
Delta Asset Management
Tennessee
$6K
QAM
508
QCI Asset Management
New York
$6K
JAM
509
Jolley Asset Management
North Carolina
$5K
MA
510
MUFG Americas
New York
$5K +$4.39K +104 +416%
OIA
511
Optimum Investment Advisors
Illinois
$5K +$4.73K +112 New
PFS
512
Penseco Financial Services
Pennsylvania
$5K +$4.94K +117 New
PI
513
PineBridge Investments
New York
$4K -$3.97M -94,151 -100%
ST
514
Spot Trading
Illinois
$4K -$916K -21,688 -100%
HRIA
515
Haberer Registered Investment Advisor
Ohio
$4K
NES
516
New England Securities
New York
$3K +$2.83K +67 New
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$2K
PIA
518
Piedmont Investment Advisors
North Carolina
$1.05K -$3.1M -73,400 -100%
LCM
519
Laurion Capital Management
New York
$1K +$760 +18 New
PCM
520
Parameter Capital Management
Connecticut
-$14.6M -400,000 Closed
DCM
521
Decade Capital Management
New York
-$13.7M -374,753 Closed
BPM
522
Bronson Point Management
Connecticut
-$7.17M -196,500 Closed
SGI
523
SAC Global Investors
United Kingdom
-$7.11M -195,000 Closed
EAM
524
Eagle Asset Management
Florida
-$6.67M -183,030 Closed
TI
525
Turner Investments
Pennsylvania
-$5.66M -155,220 Closed