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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$28.9M -$1.64M -29,673 -6%
Truist Financial
52
Truist Financial
North Carolina
$27.1M -$866K -15,670 -3%
PFC
53
Poplar Forest Capital
California
$25.6M -$702K -12,700 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M +$2.32M +41,927 +11%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$24.3M +$850K +15,386 +4%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$22.7M -$11.3M -204,703 -36%
Fidelity International
57
Fidelity International
Bermuda
$22.3M +$10.8M +194,653 +119%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$21.8M -$16M -289,592 -45%
TRSOTSOK
59
Teachers Retirement System of the State of Kentucky
Kentucky
$21.6M
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$20.5M -$943K -17,072 -5%
First Trust Advisors
61
First Trust Advisors
Illinois
$20.4M +$11.9M +215,829 +193%
KeyBank National Association
62
KeyBank National Association
Ohio
$19.9M -$681K -12,315 -4%
Impax Asset Management Group
63
Impax Asset Management Group
United Kingdom
$19.7M +$2.84M +51,445 +19%
WPC
64
Waters Parkerson & Co
Louisiana
$18.1M +$335K +6,061 +2%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$18.1M -$1.03M -18,646 -6%
Victory Capital Management
66
Victory Capital Management
Texas
$17.2M -$2.46M -44,592 -14%
SAM
67
Storebrand Asset Management
Norway
$17.1M +$390K +7,048 +3%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$16.5M +$150K +2,713 +1%
MCM
69
Moore Capital Management
New York
$16.4M -$33.8M -611,551 -70%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$16.4M +$9.98M +180,585 +217%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$16.2M -$725K -13,115 -5%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$16M +$8.27M +149,609 +139%
AllianceBernstein
73
AllianceBernstein
Tennessee
$15.9M -$917K -16,585 -6%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$15.6M -$814K -14,730 -6%
ACM
75
Advisors Capital Management
New Jersey
$15.6M -$169K -3,055 -1%