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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
576
Boothbay Fund Management
New York
– -$274K -8,709 Closed
Daiwa Securities Group
577
Daiwa Securities Group
Japan
– -$274K -8,700 Closed
FHC
578
First Heartland Consultants
Missouri
– -$269K -8,551 Closed
GA
579
GSG Advisors
New Jersey
– -$230K -7,436 Closed
MM
580
MQS Management
New York
– -$228K -7,247 Closed
BCM
581
Brookstone Capital Management
Illinois
– -$215K -6,808 Closed
SG
582
StoneX Group
New York
– -$206K -6,531 Closed
MAM
583
Meeder Asset Management
Ohio
– -$47.6K -1,512 Closed
CFM
584
Catalyst Funds Management
Australia
– -$37.8K -1,200 Closed
CSB
585
City State Bank
Iowa
– -$23.6K -750 Closed
VNA
586
Valley National Advisers
Pennsylvania
– -$15K -500 Closed
CPA
587
Capital Performance Advisors
California
– -$13.1K -417 Closed
NS
588
NBC Securities
Alabama
– -$10K -319 Closed
CFB
589
Cullen/Frost Bankers
Texas
– -$9.45K -300 Closed
BBHC
590
Brown Brothers Harriman & Co
New York
– -$5.51K -175 Closed
SWM
591
Spire Wealth Management
Virginia
– -$2.72K -86 Closed
FPF
592
First Pacific Financial
Washington
– -$2.68K -85 Closed
ZB
593
Zions Bancorporation
Utah
– -$1.17K -37 Closed
ATS
594
Ashton Thomas Securities
New York
– -$662 -21 Closed
MFG
595
Mendota Financial Group
Wisconsin
– -$505 -16 Closed
VAMG
596
Voisard Asset Management Group
Michigan
– -$505 -16 Closed
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