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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 %
TBC
151
Ted Buchan & Co
California
$1.2M -$46.5K -1,884 -4%
ASRS
152
Arizona State Retirement System
Arizona
$1.19M +$16.3K +659 +1%
American Century Companies
153
American Century Companies
Missouri
$1.15M +$404K +16,358 +54%
QCM
154
Quantinno Capital Management
New York
$1.15M +$456K +18,480 +65%
ProShare Advisors
155
ProShare Advisors
Maryland
$1.14M -$927K -37,563 -45%
AWM
156
AE Wealth Management
Kansas
$1.09M -$24K -974 -2%
BPA
157
Beacon Pointe Advisors
California
$1.08M +$1.08M +43,789 New
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$1.07M -$123K -5,001 -10%
Arrowstreet Capital
159
Arrowstreet Capital
Massachusetts
$1.05M +$1.05M +42,357 New
SPC
160
Sigma Planning Corp
Michigan
$1.05M +$311K +12,604 +42%
CIC
161
Cornercap Investment Counsel
Georgia
$1.01M +$1.01M +40,776 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$999K -$172K -6,970 -15%
Wolverine Trading
163
Wolverine Trading
Illinois
$984K +$588K +23,796 +148%
Creative Planning
164
Creative Planning
Kansas
$983K -$139K -5,618 -12%
IIL
165
Insight Inv LLC
California
$975K – – –
TIA
166
Trust Investment Advisors
Indiana
$969K -$44.6K -1,806 -4%
Bessemer Group
167
Bessemer Group
New Jersey
$953K -$4.07K -165 -0.4%
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$938K +$938K +37,999 New
TAM
169
Todd Asset Management
Kentucky
$929K – – –
BCM
170
Birmingham Capital Management
Alabama
$928K – – –
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$928K +$294K +12,143 +46%
CAN
172
Cetera Advisor Networks
California
$925K +$10.4K +421 +1%
OC
173
Oppenheimer & Co
New York
$919K +$26.9K +1,088 +3%
PAG
174
Private Advisor Group
New Jersey
$895K +$104K +4,205 +13%
LA
175
LBP AM
France
$894K +$141K +5,724 +19%
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