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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$2.01M -$88.5K -2,792 -4%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.98M -$133K -4,185 -6%
NGA
153
Naples Global Advisors
Florida
$1.98M +$4.69K +148 +0.2%
State of New Jersey Common Pension Fund D
154
State of New Jersey Common Pension Fund D
New Jersey
$1.96M – – –
SO
155
STRS Ohio
Ohio
$1.95M +$316K +9,959 +19%
KAS
156
Kestra Advisory Services
Texas
$1.94M +$650K +20,510 +51%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$1.92M -$206K -6,512 -10%
AWM
158
Allen Wealth Management
North Carolina
$1.8M +$143K +4,494 +9%
Mirae Asset Global ETFs Holdings
159
Mirae Asset Global ETFs Holdings
Hong Kong
$1.74M +$259K +8,165 +17%
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$1.73M -$115K -3,613 -6%
ACM
161
Aquatic Capital Management
Illinois
$1.72M +$30.5K +963 +2%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$1.7M – – –
BPA
163
Beacon Pointe Advisors
California
$1.7M +$169K +5,341 +11%
AB
164
Amalgamated Bank
New York
$1.69M -$63 -2 -0%
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$1.69M – – –
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$1.62M -$152K -4,799 -9%
ASRS
167
Arizona State Retirement System
Arizona
$1.57M +$13.8K +436 +0.9%
SA
168
Sanctuary Advisors
Indiana
$1.55M -$391K -11,063 -20%
Cerity Partners
169
Cerity Partners
New York
$1.54M -$328K -10,367 -18%
American Century Companies
170
American Century Companies
Missouri
$1.54M +$4.73K +149 +0.3%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$1.53M -$8.81M -277,703 -85%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$1.52M +$528K +16,648 +53%
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.48M +$1.48M +46,687 New
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$1.45M +$269K +8,487 +23%
PAG
175
Private Advisor Group
New Jersey
$1.44M +$48.2K +1,521 +3%
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