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Lincoln National
LNC

Overview Fund Activity

567 hedge funds and large institutions have $9.56B invested in Lincoln National in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 189 increasing their positions, 234 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
-19
Holders Change %
-3.24%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
52
Increased
189
Reduced
234
Closed
68
Calls
$45.6M
Puts
$31.4M
Net Calls
+$14.1M
Net Calls Change
-$12.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.6M
2
Marshall Wace
Marshall Wace
United Kingdom
+$31.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$29.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
5
PP
Prudential plc
United Kingdom
+$22.1M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$69.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$66.1M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$61.6M
4
Principal Financial Group
Principal Financial Group
Iowa
-$55M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
551
Oakworth Capital
Alabama
$6K – – –
PFSC
552
Peoples Financial Services Corp
Pennsylvania
$6K – – –
VNA
553
Valley National Advisers
Pennsylvania
$6K – – –
DAM
554
Delta Asset Management
Tennessee
$6K – – –
PCM
555
Prelude Capital Management
New York
$5K -$31.8K -635 -86%
RA
556
Rational Advisors
New York
$5K – – –
JAM
557
Jolley Asset Management
North Carolina
$5K – – –
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
SIM
559
Sonora Investment Management
Arizona
$5K +$5K +95 New
GXMC
560
Global X Management Company
New York
$4K – – –
EWM
561
Evercore Wealth Management
New York
$4K +$4K +75 New
RCG
562
Ruggie Capital Group
Florida
$3K – – –
CHC
563
City Holding Co
West Virginia
$3K – – –
IWM
564
Integrated Wealth Management
California
$3K – – –
DBT
565
Dubuque Bank & Trust
Iowa
$2K -$29.6K -651 -94%
TCM
566
Tradewinds Capital Management
Washington
$2K – – –
MSFP
567
Mark Sheptoff Financial Planning
Connecticut
$2K +$2K +49 New
LYV
568
Live Your Vision
Pennsylvania
$2K +$2K +50 New
OAM
569
Origin Asset Management
United Kingdom
– -$21M -353,979 Closed
O
570
OppenheimerFunds
New York
– -$15.2M -256,510 Closed
SM
571
Seminole Management
New York
– -$12.8M -216,748 Closed
MC
572
Muhlenkamp & Co
Pennsylvania
– -$12.3M -208,505 Closed
BPC
573
Banque Pictet & Cie
Switzerland
– -$11.5M -194,479 Closed
B
574
BP
United Kingdom
– -$7.76M -131,000 Closed
IG
575
ING Group
Netherlands
– -$3.32M -56,100 Closed
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