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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
576
McIlrath & Eck
Washington
$15K
M1FG
577
Mach-1 Financial Group
Arkansas
$15K +$111 +2 +0.8%
VanEck Associates
578
VanEck Associates
New York
$15K +$13.4K +242 New
RA
579
Resolute Advisors
California
$14K +$12K +218 New
PCFFS
580
Pacific Center for Financial Services
California
$13K
SWM
581
Spire Wealth Management
Virginia
$13K +$11.5K +208 New
ANBT
582
American National Bank & Trust
Texas
$12K
CFG
583
CKW Financial Group
Hawaii
$12K
GWS
584
Glassman Wealth Services
Virginia
$12K +$55 +1 +0.5%
SWA
585
SOA Wealth Advisors
New York
$12K +$7.02K +127 +179%
CFFP
586
Center for Financial Planning
Michigan
$10K
MWP
587
Meridian Wealth Partners
Pennsylvania
$10K +$9.06K +164 New
AIC
588
Archer Investment Corporation
Indiana
$9.84K
APA
589
American Portfolios Advisors
New York
$9.22K
TC
590
Truvestments Capital
Florida
$9K +$2.27K +41 +38%
CA
591
Crewe Advisors
Utah
$8K
DAM
592
Delta Asset Management
Tennessee
$8K
CFO
593
CVA Family Office
Colorado
$8K +$7.46K +135 New
SLF
594
Sun Life Financial
Ontario, Canada
$7K -$111 -2 -2%
AWM
595
Accel Wealth Management
Iowa
$7K
EARNEST Partners
596
EARNEST Partners
Georgia
$7K
PFSC
597
Peoples Financial Services Corp
Pennsylvania
$7K
NIC
598
Northwest Investment Counselors
Oregon
$7K +$6.19K +112 New
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$6K
MCM
600
Manchester Capital Management
Vermont
$6K