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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
651
Versor Investments
New York
-$276K -8,800 Closed
FRM
652
Fox Run Management
Connecticut
-$274K -8,733 Closed
UB
653
UMB Bank
Missouri
-$295K -8,012 Closed
FCFC
654
First Commonwealth Financial Corp
Pennsylvania
-$214K -6,829 Closed
LOAMS
655
Lombard Odier Asset Management (Switzerland)
Switzerland
-$214K -6,815 Closed
IMRF
656
Illinois Municipal Retirement Fund
Illinois
-$197K -6,299 Closed
AA
657
AlphaCentric Advisors
Puerto Rico
-$165K -5,271 Closed
AW
658
Alpha Windward
Massachusetts
-$160K -5,116 Closed
PCM
659
Prelude Capital Management
New York
-$139K -4,423 Closed
WC
660
Wexford Capital
Florida
-$93K -2,973 Closed
AWA
661
Arkadios Wealth Advisors
Georgia
-$83.2K -2,464 Closed
PFS
662
Prospera Financial Services
Texas
-$61K -1,933 Closed
Credit Agricole
663
Credit Agricole
France
-$56K -1,800 Closed
IA
664
IndexIQ Advisors
New York
-$42K -1,355 Closed
FFA
665
Founders Financial Alliance
North Carolina
-$42K -1,292 Closed
FHA
666
Flagship Harbor Advisors
Massachusetts
-$21K -674 Closed
BFEC
667
Benjamin F. Edwards & Company
Missouri
-$19K -604 Closed
M
668
Mirova
France
-$9K -291 Closed
HFA
669
HC Financial Advisors
California
-$9K -279 Closed
RA
670
Rational Advisors
New York
-$8K -262 Closed
F
671
F3Logic
Minnesota
-$4.7K -150 Closed
NIC
672
Northwest Investment Counselors
Oregon
-$4K -112 Closed
PFWA
673
Paces Ferry Wealth Advisors
Georgia
-$3K -89 Closed
HCP
674
Hexagon Capital Partners
Arkansas
-$2K -76 Closed
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
-$2K -69 Closed

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.