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Lincoln National
LNC

Overview Fund Activity

621 hedge funds and large institutions have $9.13B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 191 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.94%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
191
Reduced
224
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$135M
2
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
3
Invesco
Invesco
Georgia
+$32.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.3M
5
State Street
State Street
Massachusetts
+$28.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$77.8M
2
PP
Prudential plc
United Kingdom
-$71.4M
3
Man Group
Man Group
United Kingdom
-$45.1M
4
MCM
Moore Capital Management
New York
-$38.1M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
501
Lazard Asset Management
New York
$129K -$1.57M -25,261 -92%
CFGS
502
Concourse Financial Group Securities
Alabama
$128K -$5.24K -84 -4%
SIM
503
Sentry Investment Management
Wisconsin
$126K -$602K -9,635 -83%
BC
504
Bartlett & Co
Ohio
$126K – – –
BCWM
505
Bartlett & Co Wealth Management
Ohio
$126K – – –
AIC
506
Ameritas Investment Company
Nebraska
$113K +$113K +1,813 New
DSC
507
Duncker Streett & Co
Missouri
$112K – – –
WTC
508
WhitTier Trust Company
Nevada
$103K – – –
SWM
509
Selective Wealth Management
Virginia
$103K – – –
AF
510
Advisornet Financial
Minnesota
$100K – – –
EP
511
Eudaimonia Partners
Tennessee
$98K +$62 +1 +0.1%
HPC
512
HM Payson & Co
Maine
$87K -$112K -1,798 -56%
CAL
513
Capital Analysts LLC
Pennsylvania
$84K – – –
IRC
514
Investors Research Corp
Georgia
$81K – – –
ZB
515
Zions Bancorporation
Utah
$80K -$7.18K -115 -8%
SPIA
516
Steward Partners Investment Advisory
New York
$78.5K +$13.3K +214 +20%
AssetMark Inc
517
AssetMark Inc
California
$78K -$2.75K -44 -3%
TFA
518
Toth Financial Advisory
Virginia
$78K – – –
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K – – –
CWC
520
Carolinas Wealth Consulting
North Carolina
$74K – – –
SAM
521
Shell Asset Management
Netherlands
$72K -$42.4K -683 -37%
CIA
522
CSat Investment Advisory
Michigan
$72K -$3.98K -64 -5%
TWM
523
Tradition Wealth Management
Minnesota
$72K – – –
TPCW
524
TD Private Client Wealth
New York
$68.6K +$2.62K +42 +4%
FI
525
FormulaFolio Investments
Michigan
$66K -$255K -3,768 -79%
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