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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
201
$768K
202
$765K
203
$741K
204
$737K
205
$728K
206
$723K
207
$723K
208
$720K
209
$713K
210
$703K
211
$700K
212
$682K
213
$664K
214
$656K
215
$654K
216
$653K
217
$646K
218
$637K
219
$634K
220
$632K
221
$631K
222
$628K
223
$605K
224
$595K
225
$594K