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Lincoln National

614 hedge funds and large institutions have $9.09B invested in Lincoln National in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 203 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-7
Holders Change %
-1.13%
% of All Funds
10.72%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
50
Increased
203
Reduced
233
Closed
51
Calls
$145M
Puts
$97.8M
Net Calls
+$46.8M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
551
Asset Dedication LLC
California
$28K
Loomis, Sayles & Company
552
Loomis, Sayles & Company
Massachusetts
$25K -$11.8K -188 -32%
RFA
553
Reilly Financial Advisors
California
$25K
CSPIA
554
Cary Street Partners Investment Advisory
Virginia
$25K +$1.56K +25 +7%
CBT
555
Central Bank & Trust
Kentucky
$25K +$25K +390 New
TFO
556
Tarbox Family Office
California
$24K -$760 -12 -3%
SWM
557
Spire Wealth Management
Virginia
$24K +$11.2K +181 +87%
EFSCE
558
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
IAS
559
IMA Advisory Services
Colorado
$22K
EW
560
Evoke Wealth
California
$21K -$3.77K -59 -15%
CI
561
CX Institutional
Indiana
$21K +$3.34K +52 +19%
FHC
562
First Horizon Corporation
Tennessee
$19K -$122 -2 -0.6%
CDIA
563
Capital Directions Investment Advisors
Georgia
$19K +$19K +300 New
AWM
564
AllSquare Wealth Management
New York
$18K
PCG
565
Private Capital Group
Connecticut
$18K +$750 +12 +4%
AWMS
566
Advocacy Wealth Management Services
Georgia
$17K -$3.98K -65 -19%
AFS
567
Annapolis Financial Services
Maryland
$16K
COCM
568
Charter Oak Capital Management
New Hampshire
$15K
EWM
569
Endurance Wealth Management
Rhode Island
$15K
ME
570
McIlrath & Eck
Washington
$15K
M1FG
571
Mach-1 Financial Group
Arkansas
$15K +$118 +2 +0.8%
GAM
572
Gemmer Asset Management
California
$15K +$553 +9 +4%
RA
573
Resolute Advisors
California
$14K
CFG
574
CKW Financial Group
Hawaii
$13K
PCFFS
575
Pacific Center for Financial Services
California
$13K