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Lincoln National
LNC

Overview Fund Activity

645 hedge funds and large institutions have $12.3B invested in Lincoln National in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 213 increasing their positions, 262 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
+9
Holders Change %
+1.42%
% of All Funds
16.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
63
Increased
213
Reduced
262
Closed
47
Calls
$73M
Puts
$78.9M
Net Calls
-$5.87M
Net Calls Change
-$32.4M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$80.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$239M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$85.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.6B
5
JIM
Jupiter Investment Management
United Kingdom
$106M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$116M
2
Citadel Advisors
Citadel Advisors
Florida
$5.53M
3
Goldman Sachs
Goldman Sachs
New York
$169M
4
Morgan Stanley
Morgan Stanley
New York
$86.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$48.4M -$2.31M -34,200 -5%
CS
52
Credit Suisse
Switzerland
$48.2M -$33.5M -495,473 -41%
TAM
53
Todd Asset Management
Kentucky
$47.7M +$17.4M +257,581 +58%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.5M +$5.18M +76,708 +12%
GC
55
Guggenheim Capital
Illinois
$46.7M -$3.18M -47,063 -6%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$45.8M -$4.07M -60,201 -8%
UBS Group
57
UBS Group
Switzerland
$39.8M -$473K -6,998 -1%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$37.8M +$4.06M +60,052 +12%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$37.2M -$13.2M -194,962 -26%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$36.9M -$51.7M -765,180 -58%
TRSOTSOK
61
Teachers Retirement System of the State of Kentucky
Kentucky
$36.8M +$16.8M +248,800 +84%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$36.2M +$1.48M +21,852 +4%
O
63
OppenheimerFunds
New York
$35.3M +$1.4M +20,739 +4%
AllianceBernstein
64
AllianceBernstein
Tennessee
$33.8M +$2M +29,524 +6%
Principal Financial Group
65
Principal Financial Group
Iowa
$32M -$4.57M -67,694 -13%
WCM
66
Wedge Capital Management
North Carolina
$31.6M -$789K -11,673 -2%
NI
67
Numeric Investors
Massachusetts
$29.5M +$14.3M +211,200 +94%
Korea Investment Corp
68
Korea Investment Corp
South Korea
$29.3M +$1.09M +16,202 +4%
Millennium Management
69
Millennium Management
New York
$29.1M +$1.16M +17,189 +4%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$28.9M -$3.89M -57,594 -12%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$28.5M +$61.9K +916 +0.2%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$27.9M -$1.9M -28,058 -6%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$27.1M -$1.2M -17,787 -4%
BTP
74
Bloom Tree Partners
New York
$27M +$27M +399,255 New
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$26.9M -$1.76M -26,000 -6%
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