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Lincoln National

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
176
Verition Fund Management
Connecticut
$891K +$330K +13,374 +59%
SWP
177
Stratos Wealth Partners
Ohio
$889K +$286K +11,578 +47%
DADC
178
D.A. Davidson & Co
Montana
$866K -$71.7K -2,902 -8%
FRM
179
Fox Run Management
Connecticut
$862K +$862K +34,912 New
API
180
Advisor Partners II
California
$858K +$13.6K +550 +2%
VOYA Investment Management
181
VOYA Investment Management
Georgia
$844K -$650K -26,317 -43%
Deutsche Bank
182
Deutsche Bank
Germany
$840K -$11.3M -456,885 -93%
ASN
183
Advisory Services Network
Georgia
$822K +$49.7K +2,011 +6%
HighTower Advisors
184
HighTower Advisors
Illinois
$819K -$25.4K -1,031 -3%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$803K -$41.4K -1,678 -5%
Manulife (Manufacturers Life Insurance)
186
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$795K -$1.88M -76,167 -70%
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$793K +$87.6K +3,549 +12%
SAM
188
SignalPoint Asset Management
Missouri
$753K +$20.5K +771 +3%
FHC
189
First Heartland Consultants
Missouri
$753K -$8.32K -337 -1%
MHS
190
M Holdings Securities
Oregon
$751K +$751K +30,408 New
MOACM
191
Mutual of America Capital Management
New York
$734K +$186K +7,528 +34%
IP
192
Intellectus Partners
California
$724K +$716 +29 +0.1%
ANTB
193
AMG National Trust Bank
Colorado
$720K +$8.94K +362 +1%
TI
194
Trexquant Investment
Connecticut
$713K +$513K +20,787 +257%
Stifel Financial
195
Stifel Financial
Missouri
$711K +$47.4K +1,920 +7%
MML Investors Services
196
MML Investors Services
Massachusetts
$700K -$35.1K -1,420 -5%
KAS
197
Kestra Advisory Services
Texas
$693K +$283K +11,472 +69%
RCM
198
RNC Capital Management
California
$691K -$86K -3,484 -11%
NA
199
NewEdge Advisors
Louisiana
$683K +$56.3K +2,279 +9%
Mariner
200
Mariner
Kansas
$682K +$128K +5,200 +23%