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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
RCAMU
101
Rothschild & Co Asset Management US
Connecticut
$16.4M +$16.5M +391,356 New
MLM
102
Mount Lucas Management
Pennsylvania
$16.4M +$1.01M +23,883 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
103
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.1M -$1.57M -37,100 -9%
EA
104
Euclid Advisors
Connecticut
$15.5M -$280K -6,636 -2%
AIA
105
Affinity Investment Advisors
California
$15.2M +$660K +15,632 +5%
BJ
106
BlackRock Japan
Japan
$14.9M -$1.37M -32,557 -8%
Barclays
107
Barclays
United Kingdom
$14.8M +$429K +10,167 +3%
Credit Agricole
108
Credit Agricole
France
$14.6M +$14.7M +348,364 New
SO
109
STRS Ohio
Ohio
$14.3M -$149K -3,537 -1%
TA
110
Teachers Advisors
New York
$13.7M +$229K +5,430 +2%
ARC
111
Absolute Return Capital
Massachusetts
$13.6M -$3.66M -86,691 -21%
AC
112
Ascend Capital
California
$13.4M +$56.1K +1,328 +0.4%
MTB
113
Mizuho Trust & Banking
Japan
$13.3M
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$13.1M +$11.9M +282,649 +995%
MC
115
Muhlenkamp & Co
Pennsylvania
$12.9M +$109K +2,585 +0.8%
BC
116
Bartlett & Co
Ohio
$12.8M -$1.29M -30,619 -9%
APG Asset Management
117
APG Asset Management
Netherlands
$12.8M -$2.84M -67,396 -18%
NFA
118
Nationwide Fund Advisors
Ohio
$12.6M +$52.7K +1,249 +0.4%
Arrowstreet Capital
119
Arrowstreet Capital
Massachusetts
$12.5M +$1.98M +46,904 +19%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$12.5M +$410K +9,701 +3%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$12.4M -$646K -15,300 -5%
Swiss National Bank
122
Swiss National Bank
Switzerland
$12.2M +$80.2K +1,900 +0.7%
LI
123
LMCG Investments
Massachusetts
$10.8M -$1.18M -27,905 -10%
Korea Investment Corp
124
Korea Investment Corp
South Korea
$10.7M +$1.41M +33,400 +15%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$10.5M +$248K +5,884 +2%