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Lincoln National

630 hedge funds and large institutions have $9.7B invested in Lincoln National in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 238 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+16
Holders Change %
+2.61%
% of All Funds
11.06%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
199
Reduced
238
Closed
37
Calls
$179M
Puts
$110M
Net Calls
+$68.9M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
526
Investors Research Corp
Georgia
$89K
TFA
527
Toth Financial Advisory
Virginia
$87K
LWANC
528
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K
ZB
529
Zions Bancorporation
Utah
$84K -$1.5K -22 -2%
SIM
530
Sentry Investment Management
Wisconsin
$81K +$71.9K +1,049 +795%
TWM
531
Tradition Wealth Management
Minnesota
$80K
CFB
532
Cullen/Frost Bankers
Texas
$76K -$304K -4,400 -80%
SWM
533
Selective Wealth Management
Virginia
$76K -$38K -553 -33%
TPCW
534
TD Private Client Wealth
New York
$75K -$1.79K -26 -2%
CWC
535
Carolinas Wealth Consulting
North Carolina
$73K
GWM
536
Geneos Wealth Management
Colorado
$71K -$280K -4,000 -80%
CCM
537
Covington Capital Management
California
$71K
HPC
538
HM Payson & Co
Maine
$70K
WT
539
Washington Trust
Rhode Island
$69K
FPS
540
Fieldpoint Private Securities
Connecticut
$68K
IA
541
IFP Advisors
Florida
$68K +$846 +12 +1%
AssetMark Inc
542
AssetMark Inc
California
$64K -$16.5K -240 -21%
FMT
543
First Mercantile Trust
Tennessee
$61K -$3.36K -49 -5%
Acadian Asset Management
544
Acadian Asset Management
Massachusetts
$59K +$59K +862 New
TWA
545
TCI Wealth Advisors
Arizona
$57K +$11K +161 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
546
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$56K -$7.83M -114,584 -99%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$56K -$4.55K -66 -8%
SPIA
548
Steward Partners Investment Advisory
New York
$53K -$5.9K -85 -10%
FHA
549
First Horizon Advisors
Tennessee
$53K +$18.6K +272 +54%
OC
550
Oakworth Capital
Alabama
$52K