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Lincoln National
LNC

Overview Fund Activity

501 hedge funds and large institutions have $3.44B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 145 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
7.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
100
Increased
145
Reduced
189
Closed
65
Calls
$105M
Puts
$215M
Net Calls
-$110M
Net Calls Change
+$347K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$229M
2
Marshall Wace
Marshall Wace
United Kingdom
$45.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$585M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$65.4M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$46.1M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$235K
2
APG Asset Management
APG Asset Management
Netherlands
$14.3M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$60.7M
4
AA
ALPS Advisors
Colorado
$0
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$2.08M +$17.1K +635 +0.8%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$2.04M +$128K +4,738 +7%
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$2.04M -$22.1K -821 -1%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$2.02M +$19.7K +730 +1%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$1.97M +$359K +13,300 +22%
SIC
131
Salem Investment Counselors
North Carolina
$1.91M -$13.5K -500 -0.7%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.91M -$1.06M -39,238 -36%
WC
133
Waterloo Capital
Texas
$1.9M +$1.9M +70,546 New
QC
134
Quadrature Capital
United Kingdom
$1.9M +$1.9M +70,356 New
WC
135
Woodstock Corp
Massachusetts
$1.9M +$314K +11,639 +20%
US Bancorp
136
US Bancorp
Minnesota
$1.88M +$564K +20,918 +43%
NGA
137
Naples Global Advisors
Florida
$1.68M +$88.1K +3,265 +6%
UA
138
Unison Advisors
District of Columbia
$1.62M +$30.4K +1,129 +2%
LNC
139
Lincoln National Corp
Pennsylvania
$1.59M -$144K -5,347 -8%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$1.51M – – –
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M +$2.7K +100 +0.2%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$1.44M +$1.44M +53,246 New
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$1.41M -$596K -22,111 -30%
AWM
144
AE Wealth Management
Kansas
$1.41M +$155K +5,469 +12%
TCM
145
Teza Capital Management
Illinois
$1.41M +$904K +33,533 +179%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$1.34M +$10.3K +381 +0.8%
ECM
147
ExodusPoint Capital Management
New York
$1.33M +$1.33M +49,397 New
AC
148
Arjuna Capital
North Carolina
$1.33M +$1.33M +49,365 New
TC
149
TwinBeech Capital
New York
$1.31M -$649K -24,051 -33%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$1.29M -$287K -10,340 -18%
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