LNC icon

Lincoln National
LNC

Overview Fund Activity

575 hedge funds and large institutions have $9.94B invested in Lincoln National in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 188 increasing their positions, 243 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
15.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
56
Increased
188
Reduced
243
Closed
43
Calls
$42.4M
Puts
$26.3M
Net Calls
+$16.1M
Net Calls Change
+$1.95M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$474M
2
NI
Numeric Investors
Massachusetts
$59.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M
4
BIT
BlackRock Institutional Trust
California
$390M
5
Morgan Stanley
Morgan Stanley
New York
$71.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$3.96M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$312M
3
Citadel Advisors
Citadel Advisors
Florida
$50.3M
4
Invesco
Invesco
Georgia
$111M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$36.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
551
Valley National Advisers
Pennsylvania
$6K – – –
PFSC
552
Peoples Financial Services Corp
Pennsylvania
$6K – – –
JAM
553
Jolley Asset Management
North Carolina
$6K – – –
WP
554
WealthPLAN Partners
Nebraska
$5.22K +$5.22K +3,976 New
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
GXMC
556
Global X Management Company
New York
$5K +$215 +4 +4%
PHK
557
Point72 Hong Kong
Hong Kong
$5K +$5K +100 New
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +104 New
LWA
559
Lenox Wealth Advisors
New York
$4K -$103K -1,800 -96%
BBHC
560
Brown Brothers Harriman & Co
New York
$4K -$32.9K -625 -89%
EWM
561
Evercore Wealth Management
New York
$4K +$154 +3 +4%
DPA
562
Delphi Private Advisors
California
$4K +$4K +70 New
CFG
563
Citizens Financial Group
Rhode Island
$4K +$4K +81 New
TSU
564
TD Securities (USA)
New York
$3K -$4.66K -87 -61%
CHC
565
City Holding Co
West Virginia
$3K – – –
IWM
566
Integrated Wealth Management
California
$3K – – –
TG
567
TLP Group
Illinois
$3K +$3K +58 New
TCM
568
Tradewinds Capital Management
Washington
$2K – – –
DBT
569
Dubuque Bank & Trust
Iowa
$2K – – –
PCP
570
Proficio Capital Partners
Massachusetts
$2K +$2K +35 New
GI
571
Gradient Investments
Minnesota
$2K +$2K +44 New
Nuveen Asset Management
572
Nuveen Asset Management
Illinois
$1.02K -$15.5K -308,735 -94%
KM
573
Kalos Management
Georgia
$1K – – –
CAM
574
ClariVest Asset Management
California
$1K +$1K +11 New
RWA
575
Ropes Wealth Advisors
Massachusetts
$1K +$1K +14 New
21 22
23
24 25