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Lincoln National
LNC

Overview Fund Activity

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M

Top Buyers

1
BlackRock
BlackRock
New York
$407M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$106M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$78M
4
Principal Financial Group
Principal Financial Group
Iowa
$43.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$23.2M

Top Sellers

1
Invesco
Invesco
Georgia
$71.5M
2
State Street
State Street
Massachusetts
$149M
3
MCM
Moore Capital Management
New York
$0
4
Geode Capital Management
Geode Capital Management
Massachusetts
$60.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$508M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$8.71M -$271K -10,995 -3%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$8.57M -$6.52M -264,187 -43%
UBS AM
53
UBS AM
Illinois
$8.38M -$899K -36,403 -10%
MGIM
54
M&G Investment Management
United Kingdom
$8.03M +$693K +27,722 +9%
JF
55
Jump Financial
Illinois
$7.57M +$3.21M +130,047 +74%
Bank of Nova Scotia
56
Bank of Nova Scotia
Ontario, Canada
$7.26M -$6.14M -248,824 -46%
Holocene Advisors
57
Holocene Advisors
New York
$6.66M -$2.39M -96,622 -26%
Barclays
58
Barclays
United Kingdom
$6.29M -$16.7M -677,176 -73%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$6.17M -$11.6M -469,734 -65%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$6.17M -$24.7K -1,002 -0.4%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$5.99M +$298K +12,082 +5%
Jane Street
62
Jane Street
New York
$5.93M -$2M -81,174 -25%
RJA
63
Raymond James & Associates
Florida
$5.65M -$182K -7,369 -3%
SFI
64
Susquehanna Fundamental Investments
Pennsylvania
$5.59M -$1.43M -58,035 -20%
Prudential Financial
65
Prudential Financial
New Jersey
$5.46M +$441K +17,844 +9%
OHWP
66
Oak Harbor Wealth Partners
North Carolina
$5.42M – – –
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$5.41M +$859K +34,799 +19%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$5.37M +$1.32M +53,645 +33%
Hotchkis & Wiley Capital Management
69
Hotchkis & Wiley Capital Management
California
$5.24M +$5.24M +212,430 New
Osaic Holdings
70
Osaic Holdings
Arizona
$5.23M +$2.03M +82,224 +64%
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.21M -$2.56M -103,841 -33%
Public Sector Pension Investment Board (PSP Investments)
72
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.18M +$4.81M +194,973 +1,327%
LPL Financial
73
LPL Financial
California
$4.95M -$6.37M -257,875 -56%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$4.85M +$6.42K +260 +0.1%
CI Investments Inc
75
CI Investments Inc
Ontario, Canada
$4.83M -$757K -30,662 -14%
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