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Lincoln National

557 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+14
Holders Change %
+2.58%
% of All Funds
16.17%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.38%
New
46
Increased
177
Reduced
232
Closed
26
Calls
$72.9M
Puts
$69.9M
Net Calls
+$2.96M
Net Calls Change
-$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
526
PineBridge Investments
New York
$19K -$52.3K -979 -73%
JIR
527
James Investment Research
Ohio
$18K -$209K -4,000 -92%
S
528
SignatureFD
Georgia
$17K -$6.91K -126 -29%
VFA
529
Virtus Fund Advisers
Connecticut
$16K -$124K -2,346 -89%
PFG
530
Piershale Financial Group
Illinois
$15K
TFO
531
Tarbox Family Office
California
$14K +$659 +12 +5%
JWA
532
JFS Wealth Advisors
Pennsylvania
$13K
GAM
533
Gemmer Asset Management
California
$12K
IPC
534
Independent Portfolio Consultants
Florida
$11K +$11K +196 New
AP
535
Atwood & Palmer
Missouri
$10K +$10K +178 New
WA
536
WealthTrust-Arizona
Arizona
$9K -$1.14K -21 -11%
SC
537
Saturna Capital
Washington
$9K
EWM
538
Evercore Wealth Management
New York
$9K
UB
539
UMB Bank
Missouri
$8.51K -$103 -1,925 -1%
KT
540
Kanaly Trust
Texas
$8K
DAM
541
Delta Asset Management
Tennessee
$7K
QAM
542
QCI Asset Management
New York
$7K
OC
543
Oakworth Capital
Alabama
$7K
WCM
544
Wealthcare Capital Management
Virginia
$7K +$7K +129 New
CGT
545
Capital Guardian Trust
California
$6K -$10.5K -182 -64%
OIA
546
Optimum Investment Advisors
Illinois
$6K
PFSC
547
Peoples Financial Services Corp
Pennsylvania
$6K
JAM
548
Jolley Asset Management
North Carolina
$6K
WA
549
Waverly Advisors
Alabama
$5K
HRIA
550
Haberer Registered Investment Advisor
Ohio
$5K