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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$520M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$123M
4
PRCM
Pine River Capital Management
Minnesota
$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$939M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$20.7M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$125M
3
Invesco
Invesco
Georgia
$252M
4
SI
Scout Investments
Missouri
$64.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Argent Capital Management
Missouri
$48.1M +$11.8M +232,320 +32%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$47.2M -$628K -12,400 -1%
FAM
53
Fred Alger Management
New York
$45M -$22.9M -451,914 -34%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$43.8M -$4.19M -86,954 -9%
Massachusetts Financial Services
55
Massachusetts Financial Services
Massachusetts
$43.6M +$4.73M +93,420 +12%
Two Sigma Investments
56
Two Sigma Investments
New York
$43M +$20.1M +395,703 +87%
Federated Hermes
57
Federated Hermes
Pennsylvania
$40.7M +$303K +5,985 +0.8%
Wellington Management Group
58
Wellington Management Group
Massachusetts
$40M -$3.54M -69,897 -8%
PFC
59
Poplar Forest Capital
California
$39.6M +$2.54M +50,164 +7%
PRCM
60
Pine River Capital Management
Minnesota
$39.4M +$39.4M +778,083 New
Axa
61
Axa
France
$38.2M -$26M -512,769 -40%
Morgan Stanley
62
Morgan Stanley
New York
$37.3M -$14.8M -291,785 -28%
Prudential Financial
63
Prudential Financial
New Jersey
$35.6M +$2.93M +57,763 +9%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$34.5M -$2.57M -50,765 -7%
JFL
65
Jarislowsky, Fraser Ltd
Quebec, Canada
$32.8M -$3.08M -60,816 -9%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$30.5M -$805K -15,886 -3%
DGHMC
67
Dalton, Greiner, Hartman, Maher & Co
New York
$30.3M -$953K -18,803 -3%
CEP
68
Chicago Equity Partners
Illinois
$29.2M +$953K +18,800 +3%
Charles Schwab
69
Charles Schwab
California
$29.1M +$691K +13,627 +2%
JAM
70
Jupiter Asset Management
United Kingdom
$29.1M -$2.45M -48,281 -8%
GIA
71
Gateway Investment Advisers
Ohio
$28.9M -$208K -4,104 -0.7%
BlackRock
72
BlackRock
New York
$28.5M -$1.24M -24,466 -4%
US Bancorp
73
US Bancorp
Minnesota
$28.1M +$804K +15,866 +3%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$28.1M -$24K -474 -0.1%
Canada Life
75
Canada Life
Manitoba, Canada
$28.1M -$891K -17,667 -3%
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