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Lincoln National

502 hedge funds and large institutions have $3.45B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 146 increasing their positions, 189 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.56% more ownership

Funds ownership: 73.82%75.38% (+1.6%)

23% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 189

51% less call options, than puts

Call options by funds: $105M | Put options by funds: $215M

Holders
502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$215M
Net Calls
Net Calls Change

Top Buyers

1 +$85.8M
2 +$33.8M
3 +$29.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$25.7M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$22.7M

Top Sellers

1 -$115M
2 -$64.4M
3 -$24.4M
4
AA
ALPS Advisors
Colorado
-$21.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$971K
177
$955K
178
$952K
179
$930K
180
$927K
181
$907K
182
$895K
183
$893K
184
$873K
185
$865K
186
$864K
187
$862K
188
$860K
189
$852K
190
$847K
191
$823K
192
$821K
193
$815K
194
$807K
195
$801K
196
$796K
197
$789K
198
$784K
199
$781K
200
$776K