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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Sugarloaf Wealth Management
Georgia
$126 -$21.4K -387 -16%
BBHC
627
Brown Brothers Harriman & Co
New York
$23 +$3.21K +58 +18%
MSE
628
MUFG Securities EMEA
United Kingdom
-$14M -279,000 Closed
Capital Fund Management (CFM)
629
Capital Fund Management (CFM)
France
-$5.71M -103,260 Closed
Renaissance Technologies
630
Renaissance Technologies
New York
-$5.04M -100,157 Closed
SGCIA
631
Smith Graham & Co Investment Advisors
Texas
-$4.7M -93,407 Closed
Squarepoint
632
Squarepoint
New York
-$4.69M -93,211 Closed
E
633
Ergoteles
New York
-$4.69M -93,201 Closed
CIC
634
Cornercap Investment Counsel
Georgia
-$5.27M -89,271 Closed
Axa
635
Axa
France
-$4.21M -83,628 Closed
Allianz Asset Management
636
Allianz Asset Management
Germany
-$4.18M -83,141 Closed
Qube Research & Technologies (QRT)
637
Qube Research & Technologies (QRT)
United Kingdom
-$3.96M -78,744 Closed
WMSA
638
Weiss Multi-Strategy Advisers
New York
-$3.75M -74,636 Closed
CPO
639
Cerity Partners OCIO
New York
-$3M -59,537 Closed
Jacobs Levy Equity Management
640
Jacobs Levy Equity Management
New Jersey
-$2.47M -49,100 Closed
Massachusetts Financial Services
641
Massachusetts Financial Services
Massachusetts
-$2.47M -49,032 Closed
CC
642
Cipher Capital
New York
-$2.02M -40,258 Closed
QT
643
Quantbot Technologies
New York
-$1.93M -38,394 Closed
DDPIC
644
Deroy & Devereaux Private Investment Counsel
Michigan
-$1.81M -35,945 Closed
QIM
645
Quantitative Investment Management
Virginia
-$1.44M -28,690 Closed
MSA
646
Mason Street Advisors
Wisconsin
-$1.26M -25,061 Closed
Canada Pension Plan Investment Board
647
Canada Pension Plan Investment Board
Ontario, Canada
-$1.23M -24,400 Closed
Boston Partners
648
Boston Partners
Massachusetts
-$1.2M -23,786 Closed
CCM
649
Cinctive Capital Management
New York
-$1.15M -22,771 Closed
BC
650
Brookfield Corp
Ontario, Canada
-$1.02M -20,296 Closed