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Lincoln National
LNC

Overview Fund Activity

630 hedge funds and large institutions have $9.7B invested in Lincoln National in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 238 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+16
Holders Change %
+2.61%
% of All Funds
11.06%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
64
Increased
199
Reduced
238
Closed
37
Calls
$179M
Puts
$110M
Net Calls
+$68.9M
Net Calls Change
+$22.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.45B
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$102M
3
LCM
Laurion Capital Management
New York
$29M
4
RCM
RNC Capital Management
California
$54.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$340M
2
State Street
State Street
Massachusetts
$620M
3
APG Asset Management
APG Asset Management
Netherlands
$159M
4
AII
AGF Investments Inc
Ontario, Canada
$36.7M
5
SI
Scout Investments
Missouri
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
576
Advocacy Wealth Management Services
Georgia
$19K – – –
AFS
577
Annapolis Financial Services
Maryland
$17K – – –
EWM
578
Endurance Wealth Management
Rhode Island
$17K – – –
COCM
579
Charter Oak Capital Management
New Hampshire
$17K – – –
GAM
580
Gemmer Asset Management
California
$17K +$206 +3 +1%
RA
581
Resolute Advisors
California
$15K – – –
GWS
582
Glassman Wealth Services
Virginia
$15K +$423 +6 +3%
CFG
583
CKW Financial Group
Hawaii
$14K – – –
PCFFS
584
Pacific Center for Financial Services
California
$14K – – –
ME
585
McIlrath & Eck
Washington
$13K -$4.01K -57 -24%
APA
586
American Portfolios Advisors
New York
$12.7K +$2.48K +36 +24%
SC
587
SouthState Corp
Florida
$12K +$12K +167 New
CFA
588
Cahill Financial Advisors
Minnesota
$12K +$12K +180 New
CFFP
589
Center for Financial Planning
Michigan
$11K – – –
MA
590
MUFG Americas
New York
$11K +$11K +163 New
AIC
591
Archer Investment Corporation
Indiana
$10.9K +$10.9K +158 New
SWA
592
SOA Wealth Advisors
New York
$10K -$872 -13 -8%
DAM
593
Delta Asset Management
Tennessee
$9K – – –
TC
594
Truvestments Capital
Florida
$8K -$2.84K -39 -26%
PFSC
595
Peoples Financial Services Corp
Pennsylvania
$8K – – –
VCM
596
Vigilant Capital Management
Maine
$8K +$8K +114 New
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
EARNEST Partners
598
EARNEST Partners
Georgia
$7K – – –
AWA
599
Arkadios Wealth Advisors
Georgia
$7K +$7K +110 New
RTL
600
Red Tortoise LLC
Georgia
$7K +$7K +154 New
22 23
24
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