Lincoln National
575 hedge funds and large institutions have $4.19B invested in Lincoln National in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 192 increasing their positions, 213 reducing their positions, and 113 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more call options, than puts
Call options by funds: $85.7M | Put options by funds: $69.6M
2.38% more ownership
Funds ownership: 79.02% → 81.39% (+2.4%)
10% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 213
7% less funds holding
Funds holding: 617 → 575 (-42)
28% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 113
29% less capital invested
Capital invested by funds: $5.87B → $4.19B (-$1.67B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$125M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$62.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.5M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$38.1M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$103M |
| 2 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
-$38.7M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$36.1M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$35.7M |
| 5 |
Amundi
Paris,
France
|
-$33.4M |
LNC Hedge Fund Activity: Q4 2022 in Review
575 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2022, worth a combined $4.19B — down 29% from $5.87B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of LNC and 81 opened new positions — a net loss of 32 holders — while 213 trimmed existing stakes and 192 added.
The largest buyer was Millennium Management, adding an estimated $125M. The largest seller was Fidelity Investments, cutting an estimated $103M.
- 575 institutional investors held Lincoln National (LNC) as of Q4 2022, down from 617 in Q3 2022.
- Funds reported $4.19B of Lincoln National stock for Q4 2022, down 29% quarter-over-quarter.
- 81 funds opened new Lincoln National positions in Q4 2022 and 113 closed out, a net change of -32 holders.
- The largest Lincoln National buyer in Q4 2022 was Millennium Management, an estimated $125M added.
- The largest Lincoln National seller in Q4 2022 was Fidelity Investments, an estimated $103M sold.
Based on aggregated 13F filings for Q4 2022.