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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
CCMG
651
Clark Capital Management Group
Pennsylvania
-$684K -13,605 Closed
AIM
652
Aigen Investment Management
New York
-$645K -12,815 Closed
GCP
653
GSA Capital Partners
United Kingdom
-$620K -12,331 Closed
ACP
654
Arcus Capital Partners
Georgia
-$574K -11,419 Closed
SS
655
Simplicity Solutions
Minnesota
-$538K -10,695 Closed
Capstone Investment Advisors
656
Capstone Investment Advisors
New York
-$461K -8,347 Closed
OQS
657
Occudo Quantitative Strategies
Florida
-$394K -7,839 Closed
CAN
658
Claraphi Advisory Network
United States
-$394K -7,835 Closed
ALAM
659
Asahi Life Asset Management
Japan
-$379K -7,530 Closed
ICM
660
IMS Capital Management
Oregon
-$378K -7,520 Closed
DADC
661
D.A. Davidson & Co
Montana
-$373K -7,415 Closed
Nomura Holdings
662
Nomura Holdings
Japan
-$331K -6,570 Closed
NIM
663
NuWave Investment Management
New Jersey
-$330K -6,560 Closed
YIH
664
Y-Intercept (HK)
Hong Kong
-$322K -6,485 Closed
WAS
665
Wealth Advisory Solutions
Indiana
-$322K -6,407 Closed
ECM
666
ExodusPoint Capital Management
New York
-$316K -6,289 Closed
NICM
667
Neo Ivy Capital Management
New York
-$315K -6,268 Closed
SCM
668
Stevens Capital Management
Pennsylvania
-$315K -6,259 Closed
WCM
669
Weld Capital Management
New York
-$303K -6,031 Closed
Parallax Volatility Advisers
670
Parallax Volatility Advisers
California
-$287K -5,702 Closed
UIA
671
UBP Investment Advisors
Switzerland
-$281K -5,588 Closed
FMC
672
First Merchants Corp
Indiana
-$248K -4,920 Closed
P
673
&Partners
Tennessee
-$231K -4,600 Closed
BIM
674
Bogle Investment Management
Massachusetts
-$226K -4,500 Closed
BI
675
Bramshill Investments
Florida
-$226K -4,500 Closed