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Lincoln National

530 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $3.93B → $3.93B (+$591K)

0.46% less ownership

Funds ownership: 74.29%73.82% (-0.46%)

1% less funds holding

Funds holding: 534530 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

48% less call options, than puts

Call options by funds: $96M | Put options by funds: $186M

Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
49
Increased
188
Reduced
184
Closed
50
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
126
South Dakota Investment Council
South Dakota
$2.96M -$203K -6,496 -6%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$2.86M +$1.03M +33,000 +57%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$2.85M +$193K +6,180 +7%
SEC
129
Seven Eight Capital
New York
$2.72M +$707K +22,685 +36%
Jacobs Levy Equity Management
130
Jacobs Levy Equity Management
New Jersey
$2.7M -$441K -14,159 -14%
CFIA
131
Cantor Fitzgerald Investment Advisors
New York
$2.67M +$2.18K +70 +0.1%
MWM
132
Moran Wealth Management
Florida
$2.64M +$2.61M +83,734 New
SAM
133
Storebrand Asset Management
Norway
$2.64M
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$2.6M +$385K +12,343 +18%
EGM
135
Engineers Gate Manager
New York
$2.59M +$1.1M +35,213 +75%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$2.59M -$99.8K -3,200 -4%
HW
137
Hedeker Wealth
Illinois
$2.56M +$32.2K +1,034 +1%
Verition Fund Management
138
Verition Fund Management
Connecticut
$2.39M +$708K +22,707 +43%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$2.34M +$9.66K +310 +0.4%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$2.34M -$243K -7,800 -10%
YCM
141
Yousif Capital Management
Michigan
$2.25M -$87.5K -2,806 -4%
WC
142
Woodstock Corp
Massachusetts
$2.21M
Corient Private Wealth
143
Corient Private Wealth
Florida
$2.18M +$660K +21,176 +44%
Capstone Investment Advisors
144
Capstone Investment Advisors
New York
$2.16M
MSRPS
145
Maryland State Retirement & Pension System
Maryland
$2.12M -$184K -5,902 -8%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$2.11M +$134K +4,302 +7%
GCP
147
GSA Capital Partners
United Kingdom
$2.1M +$1.6M +51,313 +334%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.1M +$52.6K +1,688 +3%
ASN
149
Advisory Services Network
Georgia
$2.06M
Axa
150
Axa
France
$2.03M

LNC Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2024, worth a combined $3.93B — up 0.02% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LNC and 49 opened new positions — a net loss of 1 holder — while 184 trimmed existing stakes and 188 added.

The largest buyer was International Assets Investment Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $36.3M.

  • 530 institutional investors held Lincoln National (LNC) as of Q3 2024, down from 534 in Q2 2024.
  • Funds reported $3.93B of Lincoln National stock for Q3 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Lincoln National positions in Q3 2024 and 50 closed out, a net change of -1 holder.
  • The largest Lincoln National buyer in Q3 2024 was International Assets Investment Management, an estimated $29.3M added.
  • The largest Lincoln National seller in Q3 2024 was Vanguard Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.