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Lincoln National
LNC

Overview Fund Activity

572 hedge funds and large institutions have $4.18B invested in Lincoln National in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-41
Holders Change %
-6.69%
% of All Funds
9.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
81
Increased
191
Reduced
212
Closed
112
Calls
$85.7M
Puts
$69.6M
Net Calls
+$16.1M
Net Calls Change
-$5.61M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$96.9M
2
Invesco
Invesco
Georgia
+$48.6M
3
Ameriprise
Ameriprise
Minnesota
+$29.8M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$29.5M
5
APG Asset Management
APG Asset Management
Netherlands
+$29M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$80M
2
PCM
Prana Capital Management
Connecticut
-$38.7M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$35.7M
4
SSA
Schonfeld Strategic Advisors
New York
-$27.9M
5
Amundi
Amundi
France
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
551
TD Ameritrade Investment Management
Nebraska
$1K – – –
MA
552
MCF Advisors
Kentucky
$983 -$829 -27 -46%
AAP
553
Arax Advisory Partners
Colorado
$983 – – –
BWM
554
BerganKDV Wealth Management
Minnesota
$890 -$61 -2 -6%
CTA
555
Colonial Trust Advisors
South Carolina
$860 +$860 +28 New
AWM
556
Abound Wealth Management
Tennessee
$799 – – –
GFPC
557
Global Financial Private Client
Florida
$768 – – –
HWP
558
Highline Wealth Partners
California
$737 – – –
SWA
559
SOA Wealth Advisors
New York
$709 -$247 -8 -26%
NFSG
560
Newbridge Financial Services Group
Florida
$681 – – –
EBA
561
Eagle Bay Advisors
New York
$553 – – –
ECM
562
Everence Capital Management
Indiana
$522 +$297 +9,680 +132%
ACA
563
Atlas Capital Advisors
Wyoming
$491 – – –
MCC
564
Money Concepts Capital
Florida
$400 +$400 +13 New
IAA
565
Independent Advisor Alliance
North Carolina
$317 +$37 +1,200 +13%
DI
566
Disciplined Investments
Oklahoma
$307 -$553 -18 -64%
Kayne Anderson Rudnick Investment Management
567
Kayne Anderson Rudnick Investment Management
California
$307 – – –
MPCL
568
My Personal CFO LLC
Washington
$307 +$307 +10 New
PWMG
569
Prestige Wealth Management Group
New Jersey
$276 -$245 -8 -47%
AF
570
Advisornet Financial
Minnesota
$154 -$2.16K -70 -93%
FGAM
571
Financial Gravity Asset Management
Texas
$92 +$92 +31 New
PCM
572
Prana Capital Management
Connecticut
– -$38.7M -880,799 Closed
Ninety One (UK)
573
Ninety One (UK)
United Kingdom
– -$35.7M -812,975 Closed
Impax Asset Management Group
574
Impax Asset Management Group
United Kingdom
– -$23.5M -534,668 Closed
CCM
575
Cinctive Capital Management
New York
– -$9.91M -225,791 Closed
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