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Lincoln National

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
501
IKOS CIF
Cyprus
$48K -$168K -3,351 -78%
FNBT
502
FineMark National Bank & Trust
Florida
$43K +$14.5K +286 +51%
WTB
503
Washington Trust Bank
Washington
$41K +$41K +800 New
HMS
504
Hanseatic Management Services
New Mexico
$38.8K -$708K -35,882 -95%
CAW
505
Cornerstone Advisors (Washington)
Washington
$35K +$35K +689 New
MFS
506
MSI Financial Services
Massachusetts
$33K
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
HCC
508
Hirtle Callaghan & Co
Pennsylvania
$25K +$357 +7 +1%
Manulife (Manufacturers Life Insurance)
509
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24K +$292 +5,758 +1%
MCM
510
Manchester Capital Management
Vermont
$22K
PMFA
511
Plante Moran Financial Advisors
Michigan
$17K -$20.5K -401 -55%
W
512
Wealthfront
California
$17K +$17K +340 New
BBHC
513
Brown Brothers Harriman & Co
New York
$16K
S
514
SignatureFD
Georgia
$16K
TFO
515
Tarbox Family Office
California
$16K
PFG
516
Piershale Financial Group
Illinois
$15K
CGT
517
Capital Guardian Trust
California
$14K +$14K +286 New
AP
518
Advisors Preferred
Maryland
$13.9K -$4.41K -87 -24%
MUMSS
519
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K +$12K +230 New
WA
520
WealthTrust-Arizona
Arizona
$11K
GAM
521
Gemmer Asset Management
California
$11K +$11K +223 New
TWA
522
TCI Wealth Advisors
Arizona
$10K
SC
523
Saturna Capital
Washington
$9K
DAM
524
Delta Asset Management
Tennessee
$7K
QAM
525
QCI Asset Management
New York
$7K