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Lincoln National
LNC

Overview Fund Activity

539 hedge funds and large institutions have $11.9B invested in Lincoln National in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 259 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.49%
New
59
Increased
146
Reduced
259
Closed
35
Calls
$89.6M
Puts
$130M
Net Calls
-$40.4M
Net Calls Change
-$27.5M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$388M
2
Goldman Sachs
2
Goldman Sachs
New York
$407M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$82.5M
4
DCM
4
Discovery Capital Management
Connecticut
$49.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$52.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$261M
2
MCM
2
Munder Capital Management
Michigan
$159M
3
Ameriprise
3
Ameriprise
Minnesota
$138M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$15.5M
5
SFM
5
Systematic Financial Management
New Jersey
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$19.5M +$7.39M +143,094 +61%
FCAM
102
F&C Asset Management
United Kingdom
$19.4M -$1.13M -21,900 -6%
RhumbLine Advisers
103
RhumbLine Advisers
Massachusetts
$19.2M -$1.32M -25,590 -6%
BII
104
Baring International Investment
United Kingdom
$19.2M -$1.3M -25,240 -6%
Millennium Management
105
Millennium Management
New York
$19.1M +$7.58M +146,884 +66%
BIM
106
BRC Investment Management
Colorado
$18.6M +$18.1M +350,832 +3,457%
Grantham, Mayo, Van Otterloo & Co (GMO)
107
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.4M -$1.32M -25,627 -7%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$18.1M +$12.4M +240,100 +219%
ECA
109
Endeavour Capital Advisors
Connecticut
$17.8M -$6.95M -134,551 -28%
ZDA
110
Zweig-DiMenna Associates
New York
$17.7M -$8.03M -155,594 -31%
BJ
111
BlackRock Japan
Japan
$17.7M -$622K -12,053 -3%
GC
112
Guggenheim Capital
Illinois
$17.6M -$8.78M -170,041 -33%
AIA
113
Affinity Investment Advisors
California
$17.5M -$1.24M -24,032 -7%
OAM
114
Origin Asset Management
United Kingdom
$17.5M +$6.3M +122,130 +57%
AIMCA
115
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.4M -$9.42M -182,400 -35%
EA
116
Euclid Advisors
Connecticut
$17.1M -$1.93M -37,330 -10%
TA
117
Teachers Advisors
New York
$16.6M -$219K -4,250 -1%
Truist Financial
118
Truist Financial
North Carolina
$16.2M +$4.98M +96,471 +45%
ARC
119
Absolute Return Capital
Massachusetts
$16.1M -$625K -12,113 -4%
ACI
120
AMP Capital Investors
Australia
$15.9M +$4.6M +89,554 +41%
MC
121
Muhlenkamp & Co
Pennsylvania
$15.9M – – –
RFC
122
Russell Frank Company
Washington
$15.7M -$5.25M -102,218 -25%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$15.5M -$35.1M -681,133 -69%
APG Asset Management
124
APG Asset Management
Netherlands
$15.4M -$341K -6,603 -2%
SO
125
STRS Ohio
Ohio
$15.2M -$2.4M -46,420 -14%
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5
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