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Lincoln National

572 hedge funds and large institutions have $4.18B invested in Lincoln National in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 191 increasing their positions, 212 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-41
Holders Change %
-6.69%
% of All Funds
9.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
81
Increased
191
Reduced
212
Closed
112
Calls
$85.7M
Puts
$69.6M
Net Calls
+$16.1M
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
651
Zhang Financial
Michigan
-$227K -5,175 Closed
BPA
652
Beacon Pointe Advisors
California
-$223K -5,076 Closed
IC
653
IEQ Capital
California
-$222K -5,059 Closed
PWW
654
Pettyjohn Wood & White
Virginia
-$219K -4,998 Closed
TPWA
655
TRUE Private Wealth Advisors
Oregon
-$218K -4,985 Closed
WA
656
Wealth Alliance
New York
-$218K -4,964 Closed
TI
657
Tidal Investments
Wisconsin
-$217K -4,943 Closed
CB
658
Commerce Bank
Missouri
-$213K -4,837 Closed
SAM
659
Summit Asset Management
Tennessee
-$206K -4,683 Closed
KTA
660
Keeley-Teton Advisors
Illinois
-$203K -4,627 Closed
TFA
661
Triad Financial Advisors
North Carolina
-$202K -4,589 Closed
NICM
662
Neo Ivy Capital Management
New York
-$166K -3,771 Closed
VanEck Associates
663
VanEck Associates
New York
-$152K -3,452 Closed
MCM
664
McMillion Capital Management
North Carolina
-$127K -2,900 Closed
AG
665
AIA Group
Hong Kong
-$115K -2,624 Closed
CL
666
COWA LLC
Oklahoma
-$91K -2,080 Closed
HFM
667
Harvest Fund Management
China
-$89K -2,028 Closed
DCM
668
Dupont Capital Management
Delaware
-$51K -1,166 Closed
SIM
669
Sentry Investment Management
Wisconsin
-$33K -760 Closed
SWM
670
Selective Wealth Management
Virginia
-$24K -553 Closed
AIM
671
Achmea Investment Management
Netherlands
-$21K -468 Closed
IAS
672
IMA Advisory Services
Colorado
-$18K -400 Closed
EW
673
Evoke Wealth
California
-$14K -328 Closed
RTC
674
Riverview Trust Company
Washington
-$12K -268 Closed
IBOK
675
Independence Bank of Kentucky
Kentucky
-$7K -160 Closed