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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
501
Bell Investment Advisors
California
$6.6K +$3.3K +104 +100%
PWMG
502
Private Wealth Management Group
New Jersey
$6.47K -$32 -1 -0.5%
ME
503
McIlrath & Eck
Washington
$5.87K – – –
QL
504
Quarry LP
New York
$5.74K -$82.8K -2,612 -94%
PWA
505
Physician Wealth Advisors
Utah
$5.55K +$5.55K +175 New
MCM
506
Manchester Capital Management
Vermont
$5.42K – – –
ACA
507
American Capital Advisory
Idaho
$5.3K – – –
RCM
508
Raleigh Capital Management
North Carolina
$5.23K -$793 -25 -13%
AIC
509
Archer Investment Corporation
Indiana
$5.01K – – –
MSWA
510
Marshall & Sterling Wealth Advisors
New York
$4.98K +$4.98K +157 New
HCM
511
Hollencrest Capital Management
California
$4.93K +$32 +1 +0.6%
Mitsubishi UFJ Asset Management
512
Mitsubishi UFJ Asset Management
Japan
$4.63K – – –
CFD
513
Creative Financial Designs
Indiana
$4.44K – – –
SIS
514
Strategic Investment Solutions
Illinois
$4.31K – – –
HNW
515
High Note Wealth
Minnesota
$4.09K +$4.09K +129 New
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
$3.84K – – –
ACM
517
Anfield Capital Management
California
$3.84K – – –
PWMG
518
Prestige Wealth Management Group
New Jersey
$3.71K – – –
TPCW
519
TD Private Client Wealth
New York
$3.58K – – –
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$3.49K – – –
CTC
521
Central Trust Company
Missouri
$3.39K – – –
FHA
522
First Horizon Advisors
Tennessee
$3.36K – – –
JWA
523
JFS Wealth Advisors
Pennsylvania
$3.2K +$349 +11 +12%
N
524
Natixis
France
$3.17K -$63 -2 -2%
KFI
525
Key Financial Inc
Pennsylvania
$3.17K – – –
19 20
21
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