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Lincoln National

543 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 204 increasing their positions, 194 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.62%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
43
Increased
204
Reduced
194
Closed
36
Calls
$88.2M
Puts
$73.6M
Net Calls
+$14.6M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
501
FineMark National Bank & Trust
Florida
$46K +$2.51K +49 +6%
W
502
Wealthfront
California
$44K +$26.1K +494 +145%
DBT
503
Dubuque Bank & Trust
Iowa
$42K +$42K +823 New
WTB
504
Washington Trust Bank
Washington
$41K
AWM
505
Avior Wealth Management
Nebraska
$38K -$16K -310 -30%
CAW
506
Cornerstone Advisors (Washington)
Washington
$37K +$1.69K +33 +5%
MFS
507
MSI Financial Services
Massachusetts
$36K +$2.44K +48 +7%
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
CAL
509
Capital Analysts LLC
Pennsylvania
$29.9K +$29.9K +581 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$27K +$9.63K +184 +55%
TC
511
TradeLink Capital
Illinois
$26K +$26K +500 New
HCC
512
Hirtle Callaghan & Co
Pennsylvania
$25K
S
513
SignatureFD
Georgia
$22K +$6.36K +126 +41%
ST
514
SpiderRock Trading
Illinois
$21K
BRWA
515
B. Riley Wealth Advisors
Florida
$15.6K +$15.6K +303 New
PFG
516
Piershale Financial Group
Illinois
$15K
CGT
517
Capital Guardian Trust
California
$15K
MUMSS
518
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K +$3.5K +70 +30%
GSC
519
Ground Swell Capital
South Carolina
$15K +$15K +296 New
TFO
520
Tarbox Family Office
California
$12K -$4.2K -85 -26%
JWA
521
JFS Wealth Advisors
Pennsylvania
$12K +$12K +240 New
GAM
522
Gemmer Asset Management
California
$11K
WA
523
WealthTrust-Arizona
Arizona
$10K -$1.82K -34 -15%
TWA
524
TCI Wealth Advisors
Arizona
$10K
SC
525
Saturna Capital
Washington
$9K