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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
SCM
76
Snow Capital Management
Pennsylvania
$15.4M -$2.53M -45,756 -16%
Marshall Wace
77
Marshall Wace
United Kingdom
$14.9M +$1.39M +25,120 +12%
Prudential Financial
78
Prudential Financial
New Jersey
$14.7M -$1.7M -30,690 -11%
VRS
79
Virginia Retirement Systems
Virginia
$14.4M +$2.4M +43,400 +23%
Citigroup
80
Citigroup
New York
$14.1M -$455K -8,241 -4%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$14.1M +$1.45M +26,200 +13%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$14M +$4.28M +77,481 +53%
Principal Financial Group
83
Principal Financial Group
Iowa
$13.8M -$1.03M -18,639 -8%
SSA
84
Schonfeld Strategic Advisors
New York
$13.7M +$12.2M +219,897 New
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$13.6M +$2.01M +36,324 +20%
JAM
86
Jupiter Asset Management
United Kingdom
$13.5M +$12M +217,325 New
CIP
87
Chartwell Investment Partners
Pennsylvania
$13.2M -$2.43M -43,946 -17%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$13.1M -$9.85M -178,194 -46%
IP
89
Interval Partners
New York
$13.1M +$4.62M +83,568 +66%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$13M +$93.9K +1,699 +0.8%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$12.9M -$2.13M -38,500 -16%
Swedbank
92
Swedbank
Sweden
$12.7M +$11.2M +203,372 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$12.4M -$4.83M -87,439 -31%
SG Americas Securities
94
SG Americas Securities
New York
$12.4M +$8.94M +161,804 +438%
Canada Life
95
Canada Life
Manitoba, Canada
$12.2M +$1.01M +18,291 +10%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$12.1M +$10.7M +194,263 New
PP
97
Prudential plc
United Kingdom
$11.8M -$63.4M -1,146,600 -86%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$11.6M -$176K -3,181 -2%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$11.6M +$322K +5,832 +3%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M -$297K -5,369 -3%