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Lincoln National
LNC

Overview Fund Activity

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M

Top Buyers

1
BlackRock
BlackRock
New York
$407M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$106M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$78M
4
Principal Financial Group
Principal Financial Group
Iowa
$43.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$23.2M

Top Sellers

1
Invesco
Invesco
Georgia
$71.5M
2
State Street
State Street
Massachusetts
$149M
3
MCM
Moore Capital Management
New York
$0
4
Geode Capital Management
Geode Capital Management
Massachusetts
$60.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$508M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TwinBeech Capital
New York
$1.79M +$1.79M +72,517 New
DTL
127
Dynamic Technology Lab
Singapore
$1.77M +$1.77M +71,817 New
SIC
128
Salem Investment Counselors
North Carolina
$1.76M – – –
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$1.75M +$127K +5,125 +8%
SEI Investments
130
SEI Investments
Pennsylvania
$1.74M +$336K +13,618 +24%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$1.66M -$203K -8,203 -11%
Squarepoint
132
Squarepoint
New York
$1.64M -$15.1M -612,691 -90%
Walleye Capital
133
Walleye Capital
New York
$1.59M +$1.59M +64,551 New
LNC
134
Lincoln National Corp
Pennsylvania
$1.59M -$23.4K -947 -1%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$1.49M -$1.75M -66,764 -54%
CM
136
Crestline Management
Texas
$1.48M -$741K -30,000 -33%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$1.47M -$3.27M -132,374 -69%
UA
138
Unison Advisors
District of Columbia
$1.46M +$24.4K +990 +2%
NGA
139
Naples Global Advisors
Florida
$1.45M +$20.1K +815 +1%
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$1.45M -$370K -15,000 -20%
WC
141
Woodstock Corp
Massachusetts
$1.45M +$26.6K +1,079 +2%
Corient Private Wealth
142
Corient Private Wealth
Florida
$1.43M +$266K +10,787 +23%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$1.38M – – –
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$1.36M +$678K +27,475 +99%
APCM
145
Arbiter Partners Capital Management
New York
$1.36M – – –
CC
146
Corton Capital
Ontario, Canada
$1.33M -$61.1K -2,473 -4%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M +$977K +39,576 +283%
CG
148
Cutler Group
California
$1.25M +$1.04M +42,039 +488%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$1.22M +$922K +37,331 +312%
US Bancorp
150
US Bancorp
Minnesota
$1.2M +$109K +4,407 +10%
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6
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