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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
551
Valley National Advisers
Pennsylvania
$25K +$21.3K +500 New
TWA
552
TCI Wealth Advisors
Arizona
$23K -$1.45K -34 -7%
LFG
553
Larson Financial Group
Missouri
$23K +$213 +5 +1%
AWMS
554
Advocacy Wealth Management Services
Georgia
$22K -$3.74K -88 -17%
ADL
555
Asset Dedication LLC
California
$22K
RFA
556
Reilly Financial Advisors
California
$20K
TFS
557
TrustCore Financial Services
Tennessee
$20K
TFO
558
Tarbox Family Office
California
$20K +$128 +3 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
559
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20K +$16.6K +391 New
PCM
560
Penserra Capital Management
California
$19K +$1.91K +45 +13%
EW
561
Evoke Wealth
California
$18K -$44.7K -1,052 -75%
EFSCE
562
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
IAS
563
IMA Advisory Services
Colorado
$18K +$14.9K +350 New
O
564
Ossiam
France
$17K -$217K -5,112 -94%
BBHC
565
Brown Brothers Harriman & Co
New York
$16K +$5.53K +130 +71%
BC
566
Barnett & Company
Tennessee
$15K -$10.6K -250 -45%
AWM
567
AllSquare Wealth Management
New York
$15K
CDIA
568
Capital Directions Investment Advisors
Georgia
$15K +$12.8K +300 New
AFS
569
Annapolis Financial Services
Maryland
$13K +$10.6K +250 New
BSSFA
570
Baron Silver Stevens Financial Advisors
Florida
$13K +$11.6K +274 New
ME
571
McIlrath & Eck
Washington
$12K -$10.5K -246 -50%
FHC
572
First Horizon Corporation
Tennessee
$12K
GAM
573
Gemmer Asset Management
California
$12K
CCA
574
Childress Capital Advisors
Texas
$12K +$10.2K +241 New
COCM
575
Charter Oak Capital Management
New Hampshire
$12K +$10.5K +246 New

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.