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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
CCG
201
Ceeto Capital Group
Florida
$2.43M
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$2.41M +$10.7K +193 +0.5%
Osaic Holdings
203
Osaic Holdings
Arizona
$2.41M -$31.2K -564 -1%
EC
204
EJF Capital
Virginia
$2.4M -$13.7M -247,217 -87%
HCMT
205
Highland Capital Management (Tennessee)
Tennessee
$2.32M -$177K -3,208 -8%
URS
206
Utah Retirement Systems
Utah
$2.3M -$88.4K -1,600 -4%
AP
207
Advisor Partners
California
$2.3M -$73.8K -1,335 -3%
CIM
208
Cambria Investment Management
California
$2.27M +$1.42M +25,662 +236%
NO
209
Ninety One
South Africa
$2.27M +$617K +11,165 +44%
MOACM
210
Mutual of America Capital Management
New York
$2.21M +$25.2K +456 +1%
Citadel Advisors
211
Citadel Advisors
Florida
$2.17M -$23M -415,780 -92%
QI
212
QS Investors
New York
$2.17M +$325K +5,882 +20%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$2.17M -$228K -4,123 -11%
BCM
214
Birmingham Capital Management
Alabama
$2.15M
MSL
215
Mackay Shields LLC
New York
$2.08M -$799K -14,455 -30%
GLA
216
Great Lakes Advisors
Illinois
$2.02M -$983K -17,785 -35%
State of Tennessee, Department of Treasury
217
State of Tennessee, Department of Treasury
Tennessee
$2M -$28.6K -518 -2%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$1.97M -$52.4K -949 -3%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$1.97M -$200K -3,626 -10%
PCC
220
Park Circle Company
Maryland
$1.96M
EBSAM
221
Eubel Brady & Suttman Asset Management
Ohio
$1.95M +$866K +15,673 +100%
TPSF
222
Texas Permanent School Fund
Texas
$1.88M -$43.1K -780 -3%
BC
223
Burney Company
Virginia
$1.85M +$778K +14,074 +90%
TAIM
224
Te Ahumairangi Investment Management
New Zealand
$1.84M -$1.74M -31,452 -52%
Handelsbanken Fonder
225
Handelsbanken Fonder
Sweden
$1.84M -$442K -8,000 -21%