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Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
151
AQR Capital Management
Connecticut
$3.98M +$2.16M +50,760 +172%
US Bancorp
152
US Bancorp
Minnesota
$3.98M -$307K -7,222 -8%
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$3.96M +$1.18M +27,695 +54%
KCM
154
Kennedy Capital Management
Missouri
$3.91M -$118K -2,766 -3%
WMSA
155
Weiss Multi-Strategy Advisers
New York
$3.75M +$3.17M +74,636 New
Simplex Trading
156
Simplex Trading
Illinois
$3.62M +$1.87M +44,101 +158%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$3.56M +$7.23K +170 +0.2%
IA
158
Icon Advisers
Colorado
$3.56M
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$3.52M +$193K +4,528 +7%
APF
160
Alaska Permanent Fund
Alaska
$3.41M
Stifel Financial
161
Stifel Financial
Missouri
$3.38M +$1.23M +28,859 +75%
UA
162
Unison Advisors
District of Columbia
$3.33M +$32.9K +773 +1%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$3.27M +$191K +4,490 +7%
Aviva
164
Aviva
United Kingdom
$3.23M +$82.8K +1,948 +3%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$3.16M +$13.8K +325 +0.5%
Franklin Resources
166
Franklin Resources
California
$3.1M -$3.73M -87,621 -59%
TAIM
167
Te Ahumairangi Investment Management
New Zealand
$3.07M +$63.8K +1,500 +3%
CSS
168
Cubist Systematic Strategies
Connecticut
$3.05M -$2.16M -50,799 -46%
CPO
169
Cerity Partners OCIO
New York
$3M +$2.53M +59,537 New
PI
170
PEAK6 Investments
Illinois
$2.96M +$924K +21,722 +59%
PCM
171
Penn Capital Management
Pennsylvania
$2.85M -$48K -1,128 -2%
ASRS
172
Arizona State Retirement System
Arizona
$2.79M -$144K -3,381 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
173
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.76M +$120K +2,824 +5%
SEI Investments
174
SEI Investments
Pennsylvania
$2.74M -$191K -4,499 -8%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.72M -$105K -2,470 -4%

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.