We are live on ! Find out more
LNC icon

Lincoln National

530 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $3.93B → $3.93B (+$591K)

0.46% less ownership

Funds ownership: 74.29%73.82% (-0.46%)

1% less funds holding

Funds holding: 534530 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

48% less call options, than puts

Call options by funds: $96M | Put options by funds: $186M

Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
49
Increased
188
Reduced
184
Closed
50
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$10.2M +$5.53M +177,430 +120%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$9.56M +$613K +19,661 +7%
QT
53
Quantbot Technologies
New York
$9.44M +$3.15M +101,069 +51%
JP Morgan Chase
54
JP Morgan Chase
New York
$9.11M -$1.32M -42,258 -13%
HF
55
HRT Financial
New York
$9.09M -$900K -28,862 -9%
Man Group
56
Man Group
United Kingdom
$9.06M -$726K -23,289 -7%
Renaissance Technologies
57
Renaissance Technologies
New York
$8.94M +$8.85M +283,874 New
CM
58
Churchill Management
California
$8.67M -$3.34K -107 -0%
Prudential Financial
59
Prudential Financial
New Jersey
$7.96M +$2.29M +73,500 +41%
TC
60
TwinBeech Capital
New York
$7.76M +$6.86M +220,096 +844%
JF
61
Jump Financial
Illinois
$7.74M +$996K +31,952 +15%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$7.57M -$858K -27,509 -10%
Stifel Financial
63
Stifel Financial
Missouri
$7.53M +$885K +28,388 +13%
Canada Life
64
Canada Life
Manitoba, Canada
$7.17M -$373K -11,955 -5%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$7.07M -$42.8K -1,372 -0.6%
OHWP
66
Oak Harbor Wealth Partners
North Carolina
$6.92M
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$6.88M -$190K -6,101 -3%
BA
68
Bridgewater Associates
Connecticut
$6.4M +$2.04M +65,384 +47%
CWM
69
Congress Wealth Management
Massachusetts
$6.38M +$2.47M +79,350 +65%
AIM
70
Access Investment Management
Georgia
$6.35M
AG
71
Algert Global
California
$6.32M -$838K -26,881 -12%
SSA
72
Schonfeld Strategic Advisors
New York
$6.26M +$1.64M +52,613 +36%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$6.22M +$3.82M +122,382 +163%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$6.19M
Hotchkis & Wiley Capital Management
75
Hotchkis & Wiley Capital Management
California
$5.95M -$309K -9,900 -5%

LNC Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2024, worth a combined $3.93B — up 0.02% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LNC and 49 opened new positions — a net loss of 1 holder — while 184 trimmed existing stakes and 188 added.

The largest buyer was International Assets Investment Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $36.3M.

  • 530 institutional investors held Lincoln National (LNC) as of Q3 2024, down from 534 in Q2 2024.
  • Funds reported $3.93B of Lincoln National stock for Q3 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Lincoln National positions in Q3 2024 and 50 closed out, a net change of -1 holder.
  • The largest Lincoln National buyer in Q3 2024 was International Assets Investment Management, an estimated $29.3M added.
  • The largest Lincoln National seller in Q3 2024 was Vanguard Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.