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Lincoln National

585 hedge funds and large institutions have $12.4B invested in Lincoln National in 2014 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 224 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+28
Holders Change %
+5.03%
% of All Funds
15.61%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
69
Increased
192
Reduced
224
Closed
33
Calls
$53.7M
Puts
$70.4M
Net Calls
-$16.7M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PFG
551
Piershale Financial Group
Illinois
$17K
PI
552
PineBridge Investments
New York
$14K -$6.26K -110 -31%
JWA
553
JFS Wealth Advisors
Pennsylvania
$14K
TFO
554
Tarbox Family Office
California
$13K -$2.14K -36 -14%
GAM
555
Gemmer Asset Management
California
$13K
CFSG
556
Community Financial Services Group
Vermont
$12K +$12K +200 New
AP
557
Atwood & Palmer
Missouri
$11K
SC
558
Saturna Capital
Washington
$10K
WA
559
WealthTrust-Arizona
Arizona
$10K
EWM
560
Evercore Wealth Management
New York
$10K +$114 +2 +1%
KT
561
Kanaly Trust
Texas
$10K +$1.86K +33 +23%
RA
562
Rational Advisors
New York
$10K +$10K +170 New
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$8K -$21.2K -390 -73%
DAM
564
Delta Asset Management
Tennessee
$8K
QAM
565
QCI Asset Management
New York
$8K
OC
566
Oakworth Capital
Alabama
$8K
VNA
567
Valley National Advisers
Pennsylvania
$8K +$8K +153 New
IPC
568
Independent Portfolio Consultants
Florida
$7K -$4.15K -73 -37%
PFSC
569
Peoples Financial Services Corp
Pennsylvania
$7K
CPIG
570
Chicago Partners Investment Group
Illinois
$7K +$7K +115 New
BPBT
571
Boston Private Bank & Trust
Massachusetts
$7K +$7K +116 New
JAM
572
Jolley Asset Management
North Carolina
$6K
HRIA
573
Haberer Registered Investment Advisor
Ohio
$6K
BBHC
574
Brown Brothers Harriman & Co
New York
$6K +$6K +112 New
NES
575
New England Securities
New York
$4K