Lincoln National
490 hedge funds and large institutions have $2.91B invested in Lincoln National in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 185 increasing their positions, 182 reducing their positions, and 130 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 182
4.56% less ownership
Funds ownership: 81.39% → 76.83% (-4.6%)
15% less funds holding
Funds holding: 575 → 490 (-85)
27% less call options, than puts
Call options by funds: $82.2M | Put options by funds: $112M
30% less capital invested
Capital invested by funds: $4.19B → $2.91B (-$1.28B)
59% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 130
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$75.6M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$32.3M |
| 4 |
Barclays
London,
United Kingdom
|
+$29.4M |
| 5 |
Squarepoint
New York
|
+$27.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
-$149M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$97.6M |
| 3 |
BlackRock
New York
|
-$89.4M |
| 4 |
JP Morgan Chase
New York
|
-$49.9M |
| 5 |
Millennium Management
New York
|
-$35.5M |
LNC Hedge Fund Activity: Q1 2023 in Review
490 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2023, worth a combined $2.91B — down 30% from $4.19B a quarter earlier.
Sellers outnumbered buyers: 130 funds closed out of LNC and 53 opened new positions — a net loss of 77 holders — while 182 trimmed existing stakes and 185 added.
The largest buyer was Vanguard Group, adding an estimated $80.9M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $149M sold.
- 490 institutional investors held Lincoln National (LNC) as of Q1 2023, down from 575 in Q4 2022.
- Funds reported $2.91B of Lincoln National stock for Q1 2023, down 30% quarter-over-quarter.
- 53 funds opened new Lincoln National positions in Q1 2023 and 130 closed out, a net change of -77 holders.
- The largest Lincoln National buyer in Q1 2023 was Vanguard Group, an estimated $80.9M added.
- The largest Lincoln National seller in Q1 2023 was Lyrical Asset Management, an estimated $149M sold.
Based on aggregated 13F filings for Q1 2023.