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Lincoln National

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473519 (+46)

2.82% more ownership

Funds ownership: 85.58%88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
76
Charles Schwab
California
$23.8M -$17.1K -404 -0.1%
CS
77
Credit Suisse
Switzerland
$23.7M -$717K -16,991 -3%
Canada Life
78
Canada Life
Manitoba, Canada
$23.6M +$3.65M +86,490 +18%
N
79
Nuveen
North Carolina
$23.1M +$1.62M +38,481 +8%
AM
80
Appaloosa Management
Florida
$23.1M -$473K -11,200 -2%
DIA
81
Dana Investment Advisors
Wisconsin
$22.5M +$22.6M +535,008 New
AIM
82
Assured Investment Management
New York
$22.3M +$22.4M +531,567 New
CEP
83
Chicago Equity Partners
Illinois
$22.2M +$13.6M +322,195 +155%
AIMCA
84
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.8M +$21.9M +519,965 New
US Bancorp
85
US Bancorp
Minnesota
$21.6M +$3.67M +87,012 +20%
GC
86
Guggenheim Capital
Illinois
$21.4M +$77.5K +1,835 +0.4%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$21.3M -$676K -16,003 -3%
NTCOC
88
Northern Trust Company of Connecticut
Connecticut
$21.1M -$3.29M -77,901 -13%
ZDA
89
Zweig-DiMenna Associates
New York
$21M +$9.65M +228,511 +84%
CCMH
90
Cornerstone Capital Management Holdings
New York
$20.8M +$11.9M +281,115 +132%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$20.3M +$632K +14,963 +3%
ECA
92
Endeavour Capital Advisors
Connecticut
$20.1M +$18.8M +446,202 +1,360%
MAA
93
Managed Account Advisors
New Jersey
$19.2M +$1.85M +43,758 +11%
AAMU
94
Amundi Asset Management US
Massachusetts
$19M -$22.4M -531,600 -54%
WCM
95
Winton Capital Management
United Kingdom
$18.9M +$4.64M +109,934 +32%
KeyBank National Association
96
KeyBank National Association
Ohio
$17.7M -$4.31M -102,114 -20%
RFC
97
Russell Frank Company
Washington
$17.2M -$3.69M -87,498 -18%
FCAM
98
F&C Asset Management
United Kingdom
$16.7M +$224K +5,301 +1%
RhumbLine Advisers
99
RhumbLine Advisers
Massachusetts
$16.7M +$190K +4,500 +1%
BII
100
Baring International Investment
United Kingdom
$16.6M +$16.7M +396,255 New