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Lincoln National

614 hedge funds and large institutions have $9.09B invested in Lincoln National in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 203 increasing their positions, 233 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-7
Holders Change %
-1.13%
% of All Funds
10.72%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
50
Increased
203
Reduced
233
Closed
51
Calls
$145M
Puts
$97.8M
Net Calls
+$46.8M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
576
Glassman Wealth Services
Virginia
$13K +$1.32K +21 +11%
SWA
577
SOA Wealth Advisors
New York
$10K -$2.22K -36 -18%
CFFP
578
Center for Financial Planning
Michigan
$10K
APA
579
American Portfolios Advisors
New York
$9.3K
DAM
580
Delta Asset Management
Tennessee
$9K
TC
581
Truvestments Capital
Florida
$9K
SIM
582
Sentry Investment Management
Wisconsin
$8K -$114K -1,885 -93%
AWM
583
Accel Wealth Management
Iowa
$8K
PFSC
584
Peoples Financial Services Corp
Pennsylvania
$7K
EARNEST Partners
585
EARNEST Partners
Georgia
$7K
RDWM
586
Red Door Wealth Management
Tennessee
$7K +$7K +125 New
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$6K
MCM
588
Manchester Capital Management
Vermont
$6K
DFCM
589
Dark Forest Capital Management
Puerto Rico
$6K +$6K +102 New
SWA
590
Sutton Wealth Advisors
Florida
$5.78K
LWM
591
Liberty Wealth Management
California
$5K
PK
592
Pflug Koory
Nebraska
$5K
FPW
593
Flagship Private Wealth
Massachusetts
$4.04K
TFS
594
TrustCore Financial Services
Tennessee
$4K -$22.1K -331 -85%
HIA
595
Harbor Investment Advisory
Maryland
$4K
SFSIG
596
San Francisco Sentry Investment Group
California
$4K
VCM
597
Versant Capital Management
Arizona
$4K
EWA
598
Evolution Wealth Advisors
Florida
$4K
AIG
599
American International Group
New York
$3.46K -$61 -966 -2%
BWM
600
BerganKDV Wealth Management
Minnesota
$3K