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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$10.8M +$184K +3,325 +2%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$10.3M +$8.27M +149,664 +926%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$10.3M -$2.38M -43,133 -20%
FBP
104
Flippin Bruce & Porter
Virginia
$10M -$113K -2,052 -1%
SDIC
105
South Dakota Investment Council
South Dakota
$9.95M +$3.34M +60,364 +61%
KCM
106
Kempner Capital Management
Texas
$9.94M
WorldQuant Millennium Advisors
107
WorldQuant Millennium Advisors
New York
$9.79M -$7.63M -138,062 -47%
BMSSC
108
B. Metzler seel. Sohn & Co
Germany
$8.92M +$7.29M +131,900 +1,157%
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$8.8M +$2.3M +41,637 +42%
GIA
110
Gateway Investment Advisers
Ohio
$8.43M -$2.43M -44,005 -25%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$8.35M +$408K +7,375 +6%
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$8.11M +$7.2M +130,273 New
CI Investments Inc
113
CI Investments Inc
Ontario, Canada
$7.81M +$1.4M +25,313 +25%
AAF
114
Andra AP-fonden
Sweden
$7.75M +$862K +15,600 +14%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$7.55M +$430K +7,789 +7%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$7.54M -$535K -9,672 -7%
KCM
117
Kennedy Capital Management
Missouri
$7.53M +$2.39M +43,316 +56%
SO
118
STRS Ohio
Ohio
$7.34M +$1.13M +20,376 +21%
Rafferty Asset Management
119
Rafferty Asset Management
New York
$7.2M +$1.8M +32,643 +39%
SEI Investments
120
SEI Investments
Pennsylvania
$7.18M +$3.52M +63,704 +119%
Man Group
121
Man Group
United Kingdom
$7.08M -$40.1M -724,999 -86%
ACI
122
AMP Capital Investors
Australia
$7.01M -$510K -9,226 -8%
PI
123
PFS Investments
Georgia
$6.95M +$766K +13,857 +14%
Millennium Management
124
Millennium Management
New York
$6.73M -$19.9M -360,408 -77%
Aberdeen Group
125
Aberdeen Group
United Kingdom
$6.73M +$353K +6,383 +6%