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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
SM
676
Sciencast Management
New Jersey
-$214K -4,002 Closed
FTDI
677
First Trust Direct Indexing
Massachusetts
-$201K -4,000 Closed
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$159K -3,153 Closed
MCM
679
McMillion Capital Management
North Carolina
-$146K -2,900 Closed
RPWA
680
Regent Peak Wealth Advisors
Georgia
-$126K -2,499 Closed
PWPS
681
Pinnacle Wealth Planning Services
Ohio
-$84K -1,669 Closed
VCG
682
Vantage Consulting Group
Virginia
-$78K -1,543 Closed
CFD
683
Creative Financial Designs
Indiana
-$62K -1,237 Closed
BC
684
Barnett & Company
Tennessee
-$15K -300 Closed
CDIA
685
Capital Directions Investment Advisors
Georgia
-$15K -300 Closed
BSSFA
686
Baron Silver Stevens Financial Advisors
Florida
-$13K -274 Closed
CCA
687
Childress Capital Advisors
Texas
-$12K -241 Closed
SIAG
688
Safeguard Investment Advisory Group
California
-$9K -195 Closed
CAAS
689
Capital Asset Advisory Services
Michigan
-$8K -157 Closed
PFO
690
Pathstone Family Office
New Jersey
-$6K -126 Closed
M
691
MOTCO
Texas
-$5K -96 Closed
HR
692
Howe & Rusling
New York
-$3K -50 Closed
NSB
693
Norway Savings Bank
Maine
-$2K -45 Closed
RWA
694
Ropes Wealth Advisors
Massachusetts
-$1K -29 Closed
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
-$1K -15 Closed