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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$520M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$123M
4
PRCM
Pine River Capital Management
Minnesota
$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$939M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$20.7M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$125M
3
Invesco
Invesco
Georgia
$252M
4
SI
Scout Investments
Missouri
$64.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
101
BRC Investment Management
Colorado
$18.1M -$148K -2,929 -0.8%
RhumbLine Advisers
102
RhumbLine Advisers
Massachusetts
$18M -$816K -16,110 -4%
Barclays
103
Barclays
United Kingdom
$17.3M -$8.75M -175,025 -34%
AQR Capital Management
104
AQR Capital Management
Connecticut
$16.9M -$9.94M -196,105 -37%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$16.8M +$8.55M +168,700 +103%
AIA
106
Affinity Investment Advisors
California
$16.8M -$369K -7,284 -2%
TA
107
Teachers Advisors
New York
$16.7M +$364K +7,175 +2%
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$16.5M +$6.58M +129,900 +66%
JIM
109
Jupiter Investment Management
United Kingdom
$16.5M +$4.91M +96,915 +43%
SB
110
Suntrust Banks
Georgia
$16.3M +$14.1M +277,507 +622%
BJ
111
BlackRock Japan
Japan
$16.2M -$1.2M -23,699 -7%
OAM
112
Origin Asset Management
United Kingdom
$16.2M -$948K -18,700 -6%
BII
113
Baring International Investment
United Kingdom
$16.1M -$2.73M -53,944 -15%
MC
114
Muhlenkamp & Co
Pennsylvania
$15.6M +$36K +710 +0.2%
Truist Financial
115
Truist Financial
North Carolina
$15.2M -$700K -13,812 -4%
APG Asset Management
116
APG Asset Management
Netherlands
$15.1M – – –
ECA
117
Endeavour Capital Advisors
Connecticut
$15M -$2.48M -48,948 -14%
SO
118
STRS Ohio
Ohio
$14.5M -$486K -9,600 -3%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$14.2M +$11.1K +220 +0.1%
ADEF
120
Adams Diversified Equity Fund
Maryland
$13.7M +$13.7M +270,000 New
RFC
121
Russell Frank Company
Washington
$13.6M -$894K -18,958 -6%
BC
122
Bartlett & Co
Ohio
$13.3M -$1.29M -25,500 -9%
RCM
123
Riverhead Capital Management
Delaware
$13M +$8.86M +174,858 +213%
Swiss National Bank
124
Swiss National Bank
Switzerland
$12.9M -$1.4M -27,600 -10%
Canada Pension Plan Investment Board
125
Canada Pension Plan Investment Board
Ontario, Canada
$12.8M +$667K +13,159 +6%
3 4
5
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