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Lincoln National

519 hedge funds and large institutions have $9.79B invested in Lincoln National in 2013 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 215 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $8.37B → $9.79B (+$1.42B)

10% more funds holding

Funds holding: 473519 (+46)

2.82% more ownership

Funds ownership: 85.58%88.4% (+2.8%)

13% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $103M

25% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 215

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
519
Holders Change
+46
Holders Change %
+9.73%
% of All Funds
16.83%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.29%
New
76
Increased
162
Reduced
215
Closed
26
Calls
$89.7M
Puts
$103M
Net Calls
-$12.9M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$737M +$1.03M +24,378 +0.1%
State Street
2
State Street
Massachusetts
$492M -$6.67M -158,078 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$437M -$1.39M -32,963 -0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$299M -$401K -9,500 -0.1%
BIT
5
BlackRock Institutional Trust
California
$292M -$14.5M -342,751 -5%
RP
6
RR Partners
New York
$291M
Goldman Sachs
7
Goldman Sachs
New York
$281M +$165M +3,912,956 +140%
LSV Asset Management
8
LSV Asset Management
Illinois
$231M -$1.51M -35,707 -0.6%
Invesco
9
Invesco
Georgia
$220M +$24.6M +582,971 +13%
AllianceBernstein
10
AllianceBernstein
Tennessee
$219M +$199M +4,718,930 +947%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$217M +$8.82M +209,026 +4%
Sanders Capital
12
Sanders Capital
Florida
$172M -$561K -13,300 -0.3%
Northern Trust
13
Northern Trust
Illinois
$169M -$9.9M -234,487 -6%
MCM
14
Munder Capital Management
Michigan
$165M +$1.34M +31,765 +0.8%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$149M +$34.6M +819,883 +30%
Ameriprise
16
Ameriprise
Minnesota
$148M +$50.8M +1,203,924 +52%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$147M -$22.3M -528,563 -13%
O
18
OppenheimerFunds
New York
$143M -$44.2M -1,046,311 -24%
UBS AM
19
UBS AM
Illinois
$142M +$21.4M +507,186 +18%
WCM
20
Wedge Capital Management
North Carolina
$142M -$30.4M -720,210 -18%
BFA
21
BlackRock Fund Advisors
California
$139M +$151K +3,573 +0.1%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$137M -$59.2M -1,401,883 -30%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$134M +$879K +20,816 +0.7%
SFM
24
Systematic Financial Management
New Jersey
$129M -$83.4M -1,976,141 -39%
BG
25
BlackRock Group
United Kingdom
$102M -$6.05M -143,252 -6%