We are live on ! Find out more
LNC icon

Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
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
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
551
Smithfield Trust
Pennsylvania
$33K
FHA
552
First Horizon Advisors
Tennessee
$31K
HCM
553
Highlander Capital Management
New Jersey
$31K
VNA
554
Valley National Advisers
Pennsylvania
$31K
ADL
555
Asset Dedication LLC
California
$28K
LFG
556
Larson Financial Group
Missouri
$28K +$221 +4 +0.9%
PCM
557
Penserra Capital Management
California
$28K +$3.98K +72 +19%
RFA
558
Reilly Financial Advisors
California
$25K
TFO
559
Tarbox Family Office
California
$24K -$497 -9 -2%
TFS
560
TrustCore Financial Services
Tennessee
$24K
EW
561
Evoke Wealth
California
$24K +$1.88K +34 +10%
CSPIA
562
Cary Street Partners Investment Advisory
Virginia
$23K +$20.7K +375 New
AWMS
563
Advocacy Wealth Management Services
Georgia
$22K -$5.25K -95 -22%
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
IAS
565
IMA Advisory Services
Colorado
$22K
FHC
566
First Horizon Corporation
Tennessee
$19K +$3.15K +57 +22%
AWM
567
AllSquare Wealth Management
New York
$18K
PCG
568
Private Capital Group
Connecticut
$17K -$41.2K -745 -73%
CI
569
CX Institutional
Indiana
$17K +$2.65K +48 +21%
CWP
570
Concord Wealth Partners
Virginia
$17K +$15.2K +275 New
AFS
571
Annapolis Financial Services
Maryland
$16K
EWM
572
Endurance Wealth Management
Rhode Island
$16K +$13.8K +250 New
LSA
573
Leonteq Securities AG
Switzerland
$15.9K -$264K -4,772 -95%
COCM
574
Charter Oak Capital Management
New Hampshire
$15K
GAM
575
Gemmer Asset Management
California
$15K