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Lincoln National

530 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $3.93B → $3.93B (+$591K)

0.46% less ownership

Funds ownership: 74.29%73.82% (-0.46%)

1% less funds holding

Funds holding: 534530 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

48% less call options, than puts

Call options by funds: $96M | Put options by funds: $186M

Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
49
Increased
188
Reduced
184
Closed
50
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
151
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.01M
UA
152
Unison Advisors
District of Columbia
$2M +$28K +899 +1%
NGA
153
Naples Global Advisors
Florida
$1.96M -$104K -3,338 -5%
Amundi
154
Amundi
France
$1.95M +$1.12M +35,963 +137%
State of New Jersey Common Pension Fund D
155
State of New Jersey Common Pension Fund D
New Jersey
$1.95M -$21.8K -699 -1%
SA
156
Sanctuary Advisors
Indiana
$1.94M -$95.3K -3,058 -5%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$1.91M +$125K +4,011 +7%
Cerity Partners
158
Cerity Partners
New York
$1.86M +$396K +12,704 +27%
CIBC Asset Management
159
CIBC Asset Management
Ontario, Canada
$1.83M -$11.6K -372 -0.6%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$1.79M +$50.5K +1,619 +3%
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$1.76M -$212K -6,788 -11%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$1.7M +$168K +5,390 +11%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$1.69M
AB
164
Amalgamated Bank
New York
$1.68M -$64K -2,053 -4%
ACM
165
Aquatic Capital Management
Illinois
$1.68M +$527K +16,900 +47%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$1.68M
AWM
167
Allen Wealth Management
North Carolina
$1.64M +$190K +6,086 +13%
AC
168
AXQ Capital
New Jersey
$1.63M +$758K +24,311 +88%
SO
169
STRS Ohio
Ohio
$1.62M +$313K +10,052 +24%
ASRS
170
Arizona State Retirement System
Arizona
$1.54M +$45.5K +1,458 +3%
American Century Companies
171
American Century Companies
Missouri
$1.52M +$78.6K +2,520 +5%
BPA
172
Beacon Pointe Advisors
California
$1.52M +$89.5K +2,872 +6%
CAM
173
Cresset Asset Management
Illinois
$1.51M +$233K +7,469 +18%
Mirae Asset Global ETFs Holdings
174
Mirae Asset Global ETFs Holdings
Hong Kong
$1.48M +$1.46M +46,825 New
Russell Investments Group
175
Russell Investments Group
United Kingdom
$1.44M +$24.6K +788 +2%

LNC Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2024, worth a combined $3.93B — up 0.02% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LNC and 49 opened new positions — a net loss of 1 holder — while 184 trimmed existing stakes and 188 added.

The largest buyer was International Assets Investment Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $36.3M.

  • 530 institutional investors held Lincoln National (LNC) as of Q3 2024, down from 534 in Q2 2024.
  • Funds reported $3.93B of Lincoln National stock for Q3 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Lincoln National positions in Q3 2024 and 50 closed out, a net change of -1 holder.
  • The largest Lincoln National buyer in Q3 2024 was International Assets Investment Management, an estimated $29.3M added.
  • The largest Lincoln National seller in Q3 2024 was Vanguard Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.