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Lincoln National
LNC

Overview Fund Activity

533 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 178 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
178
Reduced
179
Closed
42
Calls
$97M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$25.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$142M
2
Citadel Advisors
Citadel Advisors
Florida
$93.2M
3
Principal Financial Group
Principal Financial Group
Iowa
$96M
4
AQR Capital Management
AQR Capital Management
Connecticut
$66.9M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$66.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$644M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.3M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$86.2M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.11M
5
APG Asset Management
APG Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
551
American International Group
New York
– -$300K -9,392 Closed
SPS
552
Susquehanna Portfolio Strategies
Pennsylvania
– -$294K -9,200 Closed
SW
553
SteelPeak Wealth
California
– -$285K -8,911 Closed
Dodge & Cox
554
Dodge & Cox
California
– -$271K -8,500 Closed
CAM
555
Concorde Asset Management
Michigan
– -$264K -8,265 Closed
X
556
Xponance
Pennsylvania
– -$257K -8,037 Closed
MAM
557
Meeder Asset Management
Ohio
– -$226K -7,074 Closed
SFA
558
Sequoia Financial Advisors
Ohio
– -$207K -6,498 Closed
ACM
559
AlphaStar Capital Management
North Carolina
– -$204K -6,391 Closed
SL
560
Sentry LLC
Tennessee
– -$201K -6,300 Closed
FCA
561
FinTrust Capital Advisors
South Carolina
– -$48.5K -1,518 Closed
CTA
562
Colonial Trust Advisors
South Carolina
– -$24.1K -755 Closed
AAG
563
Armstrong Advisory Group
Massachusetts
– -$13.5K -500 Closed
AWM
564
Avior Wealth Management
Nebraska
– -$11.7K -367 Closed
AWM
565
Atticus Wealth Management
Florida
– -$7.99K -250 Closed
AFS
566
Annapolis Financial Services
Maryland
– -$7.98K -250 Closed
BF
567
BOK Financial
Oklahoma
– -$7.11K -225 Closed
IGWM
568
ICA Group Wealth Management
Colorado
– -$6.46K -202 Closed
NCTC
569
New Covenant Trust Company
Indiana
– -$6.16K -193 Closed
OPTFSNA
570
Old Point Trust & Financial Services N A
Virginia
– -$3.19K -100 Closed
PMFA
571
Plante Moran Financial Advisors
Michigan
– -$2.65K -83 Closed
FGAM
572
Financial Gravity Asset Management
Texas
– -$1.29K -41 Closed
CTWM
573
Cherry Tree Wealth Management
Minnesota
– -$1.18K -37 Closed
AWM
574
Abound Wealth Management
Tennessee
– -$448 -14 Closed
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