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Lincoln National
LNC

Overview Fund Activity

618 hedge funds and large institutions have $9.47B invested in Lincoln National in 2019 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 189 increasing their positions, 226 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
12.2%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
73
Increased
189
Reduced
226
Closed
66
Calls
$57.8M
Puts
$69M
Net Calls
-$11.2M
Net Calls Change
-$41.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$96.8M
2
Ameriprise
Ameriprise
Minnesota
+$71.6M
3
SI
Scout Investments
Missouri
+$43.2M
4
Truist Financial
Truist Financial
North Carolina
+$39.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$37M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$63.7M
2
AL
AJO LP
Pennsylvania
-$52.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$48M
4
Man Group
Man Group
United Kingdom
-$46.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
601
Retirement Group
California
$4K +$4K +59 New
IA
602
IndexIQ Advisors
New York
$4K +$4K +70 New
EWA
603
Evolution Wealth Advisors
Florida
$4K +$4K +76 New
CMBA
604
C.M. Bidwell & Associates
Hawaii
$3K – – –
SFSIG
605
San Francisco Sentry Investment Group
California
$3K – – –
CHA
606
Carmichael Hill & Associates
Maryland
$3K +$3K +51 New
QAM
607
QCI Asset Management
New York
$2K – – –
WCM
608
Wealthcare Capital Management
Virginia
$2K +$2K +36 New
CI
609
CX Institutional
Indiana
$1K -$1.86K -39 -65%
AF
610
Advisornet Financial
Minnesota
$1K – – –
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
MCM
612
MV Capital Management
Maryland
$1K – – –
BWM
613
BerganKDV Wealth Management
Minnesota
$1K +$1K +20 New
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +25 New
CCMG
615
Clark Capital Management Group
Pennsylvania
– -$23.3M -386,776 Closed
CC
616
Carlson Capital
Texas
– -$22.6M -374,100 Closed
GC
617
Gillson Capital
Illinois
– -$22.2M -368,126 Closed
Axa
618
Axa
France
– -$20.1M -333,969 Closed
AU
619
Algebris (UK)
United Kingdom
– -$14.6M -241,236 Closed
MWNA
620
Marshall Wace North America
New York
– -$7.01M -116,162 Closed
MSE
621
MUFG Securities EMEA
United Kingdom
– -$6.03M -100,000 Closed
CL
622
CSS LLC
Illinois
– -$5.94M -98,411 Closed
Hudson Bay Capital Management
623
Hudson Bay Capital Management
Connecticut
– -$4.52M -75,000 Closed
AIM
624
Artemis Investment Management
United Kingdom
– -$4.2M -69,700 Closed
CM
625
Crestline Management
Texas
– -$3.55M -58,849 Closed
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25
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