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Lincoln National
LNC

Overview Fund Activity

533 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 178 increasing their positions, 179 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
178
Reduced
179
Closed
42
Calls
$97M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$25.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$142M
2
Citadel Advisors
Citadel Advisors
Florida
$93.2M
3
Principal Financial Group
Principal Financial Group
Iowa
$96M
4
AQR Capital Management
AQR Capital Management
Connecticut
$66.9M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$66.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$644M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.3M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$86.2M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.11M
5
APG Asset Management
APG Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
151
CIBC Asset Management
Ontario, Canada
$1.82M -$307K -9,886 -14%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$1.81M +$1.1M +35,400 +156%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$1.76M -$1.14M -36,513 -39%
AB
154
Amalgamated Bank
New York
$1.72M -$790K -25,389 -31%
SIC
155
Salem Investment Counselors
North Carolina
$1.71M -$21.8K -700 -1%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$1.67M – – –
Connor, Clark & Lunn Investment Management (CC&L)
157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.66M +$1.66M +53,469 New
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$1.65M – – –
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$1.65M +$49.2K +1,581 +3%
Verition Fund Management
160
Verition Fund Management
Connecticut
$1.65M -$254K -8,181 -13%
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
$1.64M -$3.76M -120,865 -70%
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$1.64M +$1.13M +36,412 +221%
SA
163
Sanctuary Advisors
Indiana
$1.61M +$1.61M +57,828 New
TSS
164
Two Sigma Securities
New York
$1.6M +$1.6M +51,481 New
Franklin Resources
165
Franklin Resources
California
$1.57M -$61.2K -1,968 -4%
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$1.55M +$1.55M +49,780 New
FRM
167
Fox Run Management
Connecticut
$1.52M +$1.52M +48,830 New
CIBC World Market
168
CIBC World Market
Ontario, Canada
$1.52M +$1.52M +48,804 New
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$1.51M +$165K +5,300 +12%
Corient Private Wealth
170
Corient Private Wealth
Florida
$1.49M +$37.9K +1,218 +3%
ASRS
171
Arizona State Retirement System
Arizona
$1.48M +$27.2K +873 +2%
EGM
172
Engineers Gate Manager
New York
$1.47M +$1.47M +47,122 New
Cerity Partners
173
Cerity Partners
New York
$1.44M +$48K +1,544 +3%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$1.44M +$14.6K +468 +1%
AWM
175
Allen Wealth Management
North Carolina
$1.43M +$76.4K +2,456 +6%
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