LNC icon

Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$28M +$1.8M +35,580 +7%
MCM
77
Moore Capital Management
New York
$27.9M +$7.6M +150,000 +38%
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$27.5M -$23.9M -472,368 -47%
DIA
79
Dana Investment Advisors
Wisconsin
$27.4M +$663K +13,083 +2%
AIM
80
Assured Investment Management
New York
$27.1M +$143K +2,818 +0.5%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$26.4M +$35.1K +693 +0.1%
MAA
82
Managed Account Advisors
New Jersey
$25.7M +$802K +15,823 +3%
Credit Agricole
83
Credit Agricole
France
$25.5M -$3.45M -68,150 -12%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$25.3M +$7.54M +148,800 +43%
CS
85
Credit Suisse
Switzerland
$24.9M -$4.37M -86,209 -15%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$24.7M +$117K +2,300 +0.5%
Nuveen Asset Management
87
Nuveen Asset Management
Illinois
$23.1M -$825K -16,285 -3%
PI
88
Putnam Investments
Massachusetts
$21.9M -$25.3M -498,458 -54%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$21.7M -$3.87M -76,311 -15%
NFA
90
Nationwide Fund Advisors
Ohio
$20.9M +$3.34K +66 +0%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$20.7M -$236M -4,655,948 -92%
AII
92
AGF Investments Inc
Ontario, Canada
$20.4M -$735K -14,501 -3%
KeyBank National Association
93
KeyBank National Association
Ohio
$20.1M -$1.34M -26,378 -6%
RCAMU
94
Rothschild & Co Asset Management US
Connecticut
$20M +$332K +6,561 +2%
CCMH
95
Cornerstone Capital Management Holdings
New York
$19.8M -$3.19M -62,875 -14%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$19.5M +$29.3K +578 +0.2%
GC
97
Guggenheim Capital
Illinois
$19.2M +$1.94M +38,335 +11%
First Trust Advisors
98
First Trust Advisors
Illinois
$19.1M -$96.9K -1,913 -0.5%
MTB
99
Mizuho Trust & Banking
Japan
$18.8M -$214K -4,233 -1%
EA
100
Euclid Advisors
Connecticut
$18.7M +$1.96M +38,710 +12%
2 3
4
5 6