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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
176
Cornerstone Wealth Group
North Carolina
$3.24M -$13.4K -243 -0.5%
CWM
177
CIBC World Markets
New York
$3.22M -$21.9M -396,685 -88%
Macquarie Group
178
Macquarie Group
Australia
$3.2M +$90K +1,628 +3%
Stifel Financial
179
Stifel Financial
Missouri
$3.18M -$889K -16,089 -24%
AQR Capital Management
180
AQR Capital Management
Connecticut
$3.14M -$1.65M -29,888 -37%
HSA
181
Hussman Strategic Advisors
Maryland
$3.14M +$2.79M +50,400 New
SOMRS
182
State of Michigan Retirement System
Michigan
$3.08M -$22.1K -400 -0.8%
Wealthfront Advisers
183
Wealthfront Advisers
California
$2.95M +$297K +5,368 +13%
Skandinaviska Enskilda Banken (SEB)
184
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.91M -$408K -7,378 -14%
LS
185
Livforsakringsbolaget Skandia
Sweden
$2.89M +$381K +6,900 +17%
LPL Financial
186
LPL Financial
California
$2.87M -$184K -3,329 -7%
SLAM
187
Swiss Life Asset Management
$2.81M +$1.53M +27,674 +159%
ProShare Advisors
188
ProShare Advisors
Maryland
$2.77M +$579K +10,484 +31%
Janus Henderson Group
189
Janus Henderson Group
United Kingdom
$2.69M -$91.9K -1,663 -4%
MIM
190
MetLife Investment Management
New Jersey
$2.68M -$61.9K -1,120 -3%
PI
191
PEAK6 Investments
Illinois
$2.66M -$891K -16,119 -27%
Jane Street
192
Jane Street
New York
$2.64M -$518K -9,374 -18%
Nomura Asset Management
193
Nomura Asset Management
Japan
$2.61M +$16.2K +293 +0.7%
GIBU
194
Gulf International Bank (UK)
United Kingdom
$2.58M -$309K -5,600 -12%
BCI
195
Brinker Capital Investments
Pennsylvania
$2.54M +$1.59M +28,800 +241%
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$2.53M +$163K +2,951 +8%
AIA
197
AGF Investments America
Ontario, Canada
$2.53M
AWM
198
Altavista Wealth Management
North Carolina
$2.52M
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$2.49M +$58.7K +1,063 +3%
GTCM
200
Gyon Technologies Capital Management
New Jersey
$2.43M +$1.76M +31,818 +441%