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Lincoln National
LNC

Overview Fund Activity

621 hedge funds and large institutions have $9.13B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 191 increasing their positions, 224 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.94%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
191
Reduced
224
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$135M
2
APG Asset Management
APG Asset Management
Netherlands
+$41.2M
3
Invesco
Invesco
Georgia
+$32.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$31.3M
5
State Street
State Street
Massachusetts
+$28.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$77.8M
2
PP
Prudential plc
United Kingdom
-$71.4M
3
Man Group
Man Group
United Kingdom
-$45.1M
4
MCM
Moore Capital Management
New York
-$38.1M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
551
Asset Dedication LLC
California
$28K – – –
LFG
552
Larson Financial Group
Missouri
$28K +$247 +4 +0.9%
PCM
553
Penserra Capital Management
California
$28K +$4.41K +72 +19%
RFA
554
Reilly Financial Advisors
California
$25K – – –
TFO
555
Tarbox Family Office
California
$24K -$552 -9 -2%
TFS
556
TrustCore Financial Services
Tennessee
$24K – – –
EW
557
Evoke Wealth
California
$24K +$2.1K +34 +10%
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$23K +$23K +375 New
AWMS
559
Advocacy Wealth Management Services
Georgia
$22K -$6.09K -95 -22%
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
IAS
561
IMA Advisory Services
Colorado
$22K – – –
FHC
562
First Horizon Corporation
Tennessee
$19K +$3.46K +57 +22%
AWM
563
AllSquare Wealth Management
New York
$18K – – –
PCG
564
Private Capital Group
Connecticut
$17K -$45.9K -745 -73%
CI
565
CX Institutional
Indiana
$17K +$2.97K +48 +21%
CWP
566
Concord Wealth Partners
Virginia
$17K +$17K +275 New
AFS
567
Annapolis Financial Services
Maryland
$16K – – –
EWM
568
Endurance Wealth Management
Rhode Island
$16K +$16K +250 New
GAM
569
Gemmer Asset Management
California
$15K – – –
ME
570
McIlrath & Eck
Washington
$15K – – –
COCM
571
Charter Oak Capital Management
New Hampshire
$15K – – –
M1FG
572
Mach-1 Financial Group
Arkansas
$15K +$119 +2 +0.8%
VanEck Associates
573
VanEck Associates
New York
$15K +$15K +242 New
RA
574
Resolute Advisors
California
$14K +$14K +218 New
PCFFS
575
Pacific Center for Financial Services
California
$13K – – –
21 22
23
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