LNC icon

Lincoln National
LNC

Overview Fund Activity

533 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 178 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
178
Reduced
179
Closed
42
Calls
$97M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$25.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$142M
2
Citadel Advisors
Citadel Advisors
Florida
$93.2M
3
Principal Financial Group
Principal Financial Group
Iowa
$96M
4
AQR Capital Management
AQR Capital Management
Connecticut
$66.9M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$66.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$644M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.3M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$86.2M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.11M
5
APG Asset Management
APG Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
501
Private Trust Company
Ohio
$2.99K – – –
TCM
502
TruNorth Capital Management
Michigan
$2.58K – – –
AFWM
503
Abich Financial Wealth Management
Virginia
$2.46K -$46.6K -1,498 -95%
JWA
504
JFS Wealth Advisors
Pennsylvania
$2.43K -$62 -2 -3%
ATPW
505
Ashton Thomas Private Wealth
Arizona
$2.18K +$2.18K +70 New
SWM
506
Spire Wealth Management
Virginia
$1.92K -$4.7K -152 -71%
GLR
507
Great Lakes Retirement
Ohio
$1.87K +$1.87K +60 New
BGAI
508
Bruce G. Allen Investments
Colorado
$1.77K +$778 +25 +78%
PSB
509
Piscataqua Savings Bank
New Hampshire
$1.77K – – –
CHA
510
Carmichael Hill & Associates
Maryland
$1.59K – – –
LFA
511
Legend Financial Advisors
Pennsylvania
$1.59K +$1.59K +51 New
MCM
512
Manchester Capital Management
Vermont
$1.56K – – –
BIA
513
Bell Investment Advisors
California
$1.49K – – –
NECFA
514
New England Capital Financial Advisors
Connecticut
$1.4K +$31 +1 +2%
FFO
515
Fortitude Family Office
Arizona
$1.31K – – –
ZB
516
Zions Bancorporation
Utah
$1.15K -$15.6K -500 -93%
CSC
517
Caldwell Sutter Capital
California
$1.12K – – –
CWP
518
Concord Wealth Partners
Virginia
$964 – – –
SIC
519
SJS Investment Consulting
Ohio
$933 – – –
TFM
520
TFC Financial Management
Massachusetts
$902 – – –
FHC
521
First Heartland Consultants
Missouri
$854 +$136 +4,385 +19%
FC
522
Fairscale Capital
New Hampshire
$754 +$754 +23 New
OP
523
ORG Partners
Indiana
$745 +$745 +23 New
ECM
524
Everence Capital Management
Indiana
$731 – – –
MCM
525
MV Capital Management
Maryland
$685 +$93 +3 +16%
19 20
21
22 23