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Lincoln National

630 hedge funds and large institutions have $9.7B invested in Lincoln National in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 238 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+16
Holders Change %
+2.61%
% of All Funds
11.06%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
199
Reduced
238
Closed
37
Calls
$179M
Puts
$110M
Net Calls
+$68.9M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
551
Lindbrook Capital
California
$51K +$4.19K +61 +9%
GEA
552
Glen Eagle Advisors
New Jersey
$49.8K
NIM
553
NuWave Investment Management
New Jersey
$45K -$26.3K -384 -37%
ANBT
554
American National Bank & Trust
Texas
$44K -$13.8K -200 -24%
NFG
555
Next Financial Group
Texas
$40K +$684 +10 +2%
Loomis, Sayles & Company
556
Loomis, Sayles & Company
Massachusetts
$37K +$9.84K +145 +36%
ST
557
Smithfield Trust
Pennsylvania
$36K
VNA
558
Valley National Advisers
Pennsylvania
$34K
HCM
559
Highlander Capital Management
New Jersey
$34K
LFG
560
Larson Financial Group
Missouri
$32K +$209 +3 +0.7%
AIM
561
Achmea Investment Management
Netherlands
$32K +$32K +468 New
ADL
562
Asset Dedication LLC
California
$30K
HFS
563
HBC Financial Services
Washington
$28K -$28K -400 -50%
RFA
564
Reilly Financial Advisors
California
$28K
CBT
565
Central Bank & Trust
Kentucky
$27K
SWM
566
Spire Wealth Management
Virginia
$27K +$69 +1 +0.3%
CI
567
CX Institutional
Indiana
$27K +$4.36K +63 +19%
TFO
568
Tarbox Family Office
California
$26K
AAM
569
Advisors Asset Management
Colorado
$24K -$80.8K -1,161 -77%
IAS
570
IMA Advisory Services
Colorado
$24K
CWP
571
Concord Wealth Partners
Virginia
$22K -$68.5K -993 -76%
EW
572
Evoke Wealth
California
$22K
PCG
573
Private Capital Group
Connecticut
$22K +$2.56K +38 +13%
CDIA
574
Capital Directions Investment Advisors
Georgia
$21K
AWM
575
AllSquare Wealth Management
New York
$20K