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Lincoln National
LNC

Overview Fund Activity

541 hedge funds and large institutions have $11.5B invested in Lincoln National in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 187 increasing their positions, 221 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
48
Increased
187
Reduced
221
Closed
37
Calls
$100M
Puts
$127M
Net Calls
-$26.4M
Net Calls Change
+$14M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$139M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
+$60.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$44.7M
4
PRCM
Pine River Capital Management
Minnesota
+$39.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$236M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$40.7M
3
Invesco
Invesco
Georgia
-$40.6M
4
SI
Scout Investments
Missouri
-$40.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
201
Franklin Resources
California
$4.13M -$75K -1,480 -2%
BCM
202
Buckhead Capital Management
Georgia
$4.05M – – –
BA
203
Boston Advisors
Massachusetts
$3.98M -$24K -473 -0.6%
CIP
204
Cornerstone Investment Partners
Georgia
$3.97M -$40.8K -806 -1%
ACM
205
Advisors Capital Management
New Jersey
$3.89M +$207K +4,089 +6%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$3.88M -$1.67K -33 -0%
SGCIA
207
Smith Graham & Co Investment Advisors
Texas
$3.87M -$57.8K -1,140 -1%
HIMCH
208
Hartford Investment Management Co (HIMCO)
Connecticut
$3.86M -$138K -2,721 -3%
ASRS
209
Arizona State Retirement System
Arizona
$3.72M -$76K -1,500 -2%
TCM
210
Twin Capital Management
Pennsylvania
$3.72M -$31.9K -630 -0.9%
GIBU
211
Gulf International Bank (UK)
United Kingdom
$3.71M -$72.9K -1,439 -2%
FAF
212
Fjarde Ap-fonden
Sweden
$3.63M +$136K +2,688 +4%
ARC
213
Absolute Return Capital
Massachusetts
$3.6M -$12.2M -240,244 -77%
Calamos Advisors
214
Calamos Advisors
Illinois
$3.6M – – –
LS
215
Livforsakringsbolaget Skandia
Sweden
$3.54M +$1.93M +38,023 +120%
IRF
216
IBM Retirement Fund
New York
$3.51M -$1.93M -38,134 -35%
EIM
217
ExxonMobil Investment Management
Texas
$3.5M +$39K +769 +1%
AWM
218
Altavista Wealth Management
North Carolina
$3.45M – – –
GH
219
GAM Holding
Switzerland
$3.4M +$2.21M +43,654 +187%
TAM
220
Trillium Asset Management
Massachusetts
$3.38M -$3.34M -65,927 -50%
NAP
221
New Amsterdam Partners
New York
$3.32M -$317K -6,263 -9%
Asset Management One
222
Asset Management One
Japan
$3.27M +$80.8K +1,612 +3%
PAM
223
Panagora Asset Management
Massachusetts
$3.23M +$26.9K +530 +0.8%
WC
224
Woodstock Corp
Massachusetts
$3.13M +$202K +3,985 +7%
LAM
225
Lingohr Asset Management
Germany
$3.1M -$451K -8,900 -13%
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