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Lincoln National

504 hedge funds and large institutions have $3.45B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 147 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.58% more ownership

Funds ownership: 73.83%75.41% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 189

51% less call options, than puts

Call options by funds: $105M | Put options by funds: $215M

Holders
504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$76.5M
2 +$30.2M
3 +$26.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$22.9M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$20.2M

Top Sellers

1 -$103M
2 -$63.4M
3 -$21.8M
4
AA
ALPS Advisors
Colorado
-$21.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.3M
152
$1.29M
153
$1.28M
154
$1.28M
155
$1.19M
156
$1.18M
157
$1.17M
158
$1.16M
159
$1.15M
160
$1.15M
161
$1.13M
162
$1.11M
163
$1.11M
164
$1.1M
165
$1.09M
166
$1.07M
167
$1.04M
168
$1.04M
169
$1.03M
170
$1.02M
171
$1.02M
172
$1.02M
173
$1M
174
$999K
175
$989K