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Lincoln National
LNC

Overview Fund Activity

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M

Top Buyers

1
BlackRock
BlackRock
New York
$407M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$106M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$78M
4
Principal Financial Group
Principal Financial Group
Iowa
$43.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$23.2M

Top Sellers

1
Invesco
Invesco
Georgia
$71.5M
2
State Street
State Street
Massachusetts
$149M
3
MCM
Moore Capital Management
New York
$0
4
Geode Capital Management
Geode Capital Management
Massachusetts
$60.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$508M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$4.81M -$388K -15,731 -7%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$4.71M +$588K +23,819 +14%
Canada Life
78
Canada Life
Manitoba, Canada
$4.69M +$3.13M +126,732 +200%
WPC
79
Waters Parkerson & Co
Louisiana
$4.69M -$982K -39,777 -17%
Truist Financial
80
Truist Financial
North Carolina
$4.27M +$184K +7,453 +5%
AllianceBernstein
81
AllianceBernstein
Tennessee
$4.09M -$2.65M -107,137 -39%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$3.96M +$2.09M +84,736 +112%
GCM
83
Graham Capital Management
Connecticut
$3.93M +$1.13M +45,818 +40%
KCM
84
Kempner Capital Management
Texas
$3.93M – – –
EGM
85
Engineers Gate Manager
New York
$3.86M -$1.75M -70,969 -31%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$3.84M +$3.84M +155,486 New
SSA
87
Schonfeld Strategic Advisors
New York
$3.77M -$948K -38,407 -20%
Citadel Advisors
88
Citadel Advisors
Florida
$3.64M -$13.7M -555,598 -79%
Citigroup
89
Citigroup
New York
$3.64M +$2.3K +93 +0.1%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$3.6M +$146K +5,898 +4%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$3.56M -$579K -23,454 -14%
TPSF
92
Texas Permanent School Fund
Texas
$3.55M +$2.77M +111,994 +351%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$3.43M +$27.9K +1,132 +0.8%
KeyBank National Association
94
KeyBank National Association
Ohio
$3.32M -$37.5K -1,518 -1%
QT
95
Quantbot Technologies
New York
$3.32M +$2.69M +108,842 +425%
Comerica Bank
96
Comerica Bank
Texas
$3.07M +$2.66M +107,859 +662%
KWM
97
Kingsview Wealth Management
Oregon
$2.88M +$2.58M +104,598 +863%
COPPSERS
98
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.8M +$2.14M +86,502 +321%
CIM
99
Cambria Investment Management
California
$2.79M +$218K +8,820 +8%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.72M +$828K +33,545 +44%
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4
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