LNC icon

Lincoln National
LNC

Overview Fund Activity

613 hedge funds and large institutions have $5.85B invested in Lincoln National in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 220 increasing their positions, 220 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
-12
Holders Change %
-1.92%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
220
Reduced
220
Closed
65
Calls
$99.5M
Puts
$77.8M
Net Calls
+$21.7M
Net Calls Change
+$49.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$75.8M
2
State Street
State Street
Massachusetts
+$71.5M
3
Goldman Sachs
Goldman Sachs
New York
+$40.5M
4
PCM
Prana Capital Management
Connecticut
+$31.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$31M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
2
BlackRock
BlackRock
New York
-$23.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$22M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$21.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
501
Investors Research Corp
Georgia
$57K – – –
CT
502
Cambridge Trust
Massachusetts
$57K +$704 +16 +1%
TFA
503
Toth Financial Advisory
Virginia
$55K – – –
TWM
504
Tradition Wealth Management
Minnesota
$51K +$262 +6 +0.5%
DCM
505
Dupont Capital Management
Delaware
$51K +$14.5K +332 +40%
TPCW
506
TD Private Client Wealth
New York
$47.6K +$790 +18 +2%
LC
507
Lindbrook Capital
California
$47K +$17.8K +409 +61%
SPIA
508
Steward Partners Investment Advisory
New York
$45K -$2.62K -60 -6%
CCM
509
Covington Capital Management
California
$45K – – –
WT
510
Washington Trust
Rhode Island
$44K – – –
PFBT
511
Parkside Financial Bank & Trust
Missouri
$44K +$8.91K +206 +25%
CWC
512
Carolinas Wealth Consulting
North Carolina
$42K – – –
AssetMark Inc
513
AssetMark Inc
California
$41K – – –
HPC
514
HM Payson & Co
Maine
$39K -$5.35K -123 -12%
CP
515
Castleview Partners
Texas
$37K -$1.8M -41,260 -98%
LWANC
516
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K -$17.5K -404 -32%
BC
517
Barrett & Company
Rhode Island
$36.9K +$36.9K +1,200 New
HI
518
Harbour Investments
Wisconsin
$34K – – –
OC
519
Oakworth Capital
Alabama
$34K – – –
SIM
520
Sentry Investment Management
Wisconsin
$33K -$20.6K -474 -38%
HNWAG
521
High Net Worth Advisory Group
Florida
$32K – – –
HDIM
522
Hanson & Doremus Investment Management
Vermont
$31K – – –
ANBT
523
American National Bank & Trust
Texas
$29K – – –
BBHC
524
Brown Brothers Harriman & Co
New York
$29K +$15.5K +358 +115%
DSC
525
Duncker Streett & Co
Missouri
$26K -$52K -1,200 -67%
19 20
21
22 23