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Lincoln National

486 hedge funds and large institutions have $2.91B invested in Lincoln National in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 185 increasing their positions, 180 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-86
Holders Change %
-15.03%
% of All Funds
7.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
52
Increased
185
Reduced
180
Closed
130
Calls
$82.2M
Puts
$112M
Net Calls
-$30.3M
Net Calls Change
-$46.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
551
PFS Investments
Georgia
-$376K -12,238 Closed
CS
552
Cannell & Spears
New York
-$369K -12,000 Closed
AC
553
Allstate Corporation
Illinois
-$320K -10,404 Closed
SW
554
SVB Wealth
Massachusetts
-$320K -10,402 Closed
IAA
555
Independent Advisor Alliance
North Carolina
-$317 -10,329 Closed
GIA
556
Guyasuta Investment Advisors
Pennsylvania
-$307K -10,000 Closed
VI
557
Vestcor Inc
New Brunswick, Canada
-$303K -9,853 Closed
LNWWM
558
Laird Norton Wetherby Wealth Management
California
-$282K -9,191 Closed
RBC
559
Romano Brothers & Co
Illinois
-$278K -9,050 Closed
SPA
560
Sherbrooke Park Advisers
New York
-$270K -8,800 Closed
HSA
561
HBK Sorce Advisory
Pennsylvania
-$260K -8,470 Closed
IMRF
562
Illinois Municipal Retirement Fund
Illinois
-$260K -8,464 Closed
MCM
563
MAI Capital Management
Ohio
-$259K -8,436 Closed
FTDI
564
First Trust Direct Indexing
Massachusetts
-$256K -8,328 Closed
Vontobel Holding
565
Vontobel Holding
Switzerland
-$244K -8,263 Closed
MP
566
MSD Partners
New York
-$253K -8,240 Closed
GT
567
Greenleaf Trust
Michigan
-$249K -8,093 Closed
BFS
568
Bradley Foster & Sargent
Connecticut
-$246K -8,000 Closed
SC
569
Savant Capital
Illinois
-$242K -7,870 Closed
SI
570
Stephens Inc
Arkansas
-$241K -7,846 Closed
PL
571
Plancorp LLC
Missouri
-$241K -7,837 Closed
ALAM
572
Asahi Life Asset Management
Japan
-$237K -7,700 Closed
WC
573
Westhampton Capital
North Carolina
-$218K -7,090 Closed
CFO
574
Colony Family Offices
North Carolina
-$217K -7,054 Closed
SFS
575
Security Financial Services
Indiana
-$214K -6,961 Closed