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Lincoln National
LNC

Overview Fund Activity

567 hedge funds and large institutions have $9.56B invested in Lincoln National in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 189 increasing their positions, 234 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
-19
Holders Change %
-3.24%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
52
Increased
189
Reduced
234
Closed
68
Calls
$45.6M
Puts
$31.4M
Net Calls
+$14.1M
Net Calls Change
-$12.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.6M
2
Marshall Wace
Marshall Wace
United Kingdom
+$31.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$29.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
5
PP
Prudential plc
United Kingdom
+$22.1M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$69.2M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$66.1M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$61.6M
4
Principal Financial Group
Principal Financial Group
Iowa
-$55M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
601
Luther King Capital Management (LKCM)
Texas
– -$339K -5,725 Closed
SC
602
SouthState Corp
Florida
– -$297K -5,015 Closed
Acadian Asset Management
603
Acadian Asset Management
Massachusetts
– -$279K -4,705 Closed
FTIOP
604
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$276K -4,658 Closed
PFM
605
Parsec Financial Management
North Carolina
– -$273K -4,604 Closed
CC
606
Courier Capital
New York
– -$260K -4,398 Closed
IRS
607
Invictus RG (Singapore)
Singapore
– -$243K -4,095 Closed
TSWM
608
Triangle Securities Wealth Management
North Carolina
– -$242K -4,092 Closed
FAAS
609
First Allied Advisory Services
California
– -$239K -4,047 Closed
CHAM
610
Clear Harbor Asset Management
Connecticut
– -$237K -4,000 Closed
FG
611
Fiduciary Group
Georgia
– -$232K -3,910 Closed
BDF
612
Balasa Dinverno & Foltz
– -$226K -3,818 Closed
IAMOG
613
Investors Asset Management of Georgia
Georgia
– -$225K -3,800 Closed
CAN
614
Cetera Advisor Networks
California
– -$211K -3,701 Closed
1SB
615
1ST Source Bank
Indiana
– -$219K -3,700 Closed
BFM
616
Boothbay Fund Management
New York
– -$219K -3,691 Closed
LNC
617
Lincoln National Corp
Pennsylvania
– -$215K -3,690 Closed
AB
618
AT Bancorp
Iowa
– -$219K -3,685 Closed
SFSG
619
Stearns Financial Services Group
North Carolina
– -$216K -3,651 Closed
LPT
620
Legacy Private Trust
Wisconsin
– -$215K -3,637 Closed
OA
621
Outfitter Advisors
Virginia
– -$214K -3,620 Closed
Cambridge Investment Research Advisors
622
Cambridge Investment Research Advisors
Iowa
– -$208K -3,505 Closed
SCA
623
Sippican Capital Advisors
Massachusetts
– -$200K -3,378 Closed
VFS
624
VSR Financial Services
Kansas
– -$200K -3,378 Closed
BRWM
625
B. Riley Wealth Management
Tennessee
– -$97K -1,641 Closed
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