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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
Icon Advisers
Colorado
$4.41M
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$4.4M -$9.39K -170 -0.2%
Royal London Asset Management
153
Royal London Asset Management
United Kingdom
$4.36M
US Bancorp
154
US Bancorp
Minnesota
$4.34M -$522K -9,447 -12%
APF
155
Alaska Permanent Fund
Alaska
$4.22M
Retirement Systems of Alabama
156
Retirement Systems of Alabama
Alabama
$4.19M -$30.4M -550,874 -89%
UA
157
Unison Advisors
District of Columbia
$4.15M +$28.4K +513 +0.8%
Aviva
158
Aviva
United Kingdom
$3.99M -$7.9K -143 -0.2%
PI
159
Putnam Investments
Massachusetts
$3.99M -$11.6M -210,264 -77%
NIPH
160
NN Investment Partners Holdings
Netherlands
$3.79M +$667K +12,064 +25%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$3.72M -$173K -3,138 -5%
DZ Bank
162
DZ Bank
Germany
$3.68M +$1.52M +27,420 +87%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$3.66M +$383K +6,939 +13%
DekaBank Deutsche Girozentrale
164
DekaBank Deutsche Girozentrale
Germany
$3.55M -$2.27M -41,019 -42%
PCM
165
Penn Capital Management
Pennsylvania
$3.53M -$608 -11 -0%
Franklin Resources
166
Franklin Resources
California
$3.49M -$310K -5,615 -9%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$3.48M +$368K +6,664 +14%
ASRS
168
Arizona State Retirement System
Arizona
$3.47M +$17.1K +309 +0.6%
Wolverine Trading
169
Wolverine Trading
Illinois
$3.42M +$833K +15,069 +38%
Simplex Trading
170
Simplex Trading
Illinois
$3.41M -$949K -17,179 -24%
NVIM
171
New Vernon Investment Management
Illinois
$3.4M +$905K +16,373 +43%
WC
172
Woodstock Corp
Massachusetts
$3.38M +$122K +2,216 +4%
GC
173
Guggenheim Capital
Illinois
$3.32M +$870K +15,734 +42%
FAF
174
Fjarde Ap-fonden
Sweden
$3.26M +$88.4K +1,600 +3%
TD Asset Management
175
TD Asset Management
Ontario, Canada
$3.25M +$49.7K +900 +2%