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Lincoln National
LNC

Overview Fund Activity

539 hedge funds and large institutions have $11.9B invested in Lincoln National in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 259 reducing their positions, and 35 closing their positions.

Holders
539
Holders Change
+20
Holders Change %
+3.85%
% of All Funds
15.65%
Holding in Top 10
17
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+88.89%
% of All Funds
0.49%
New
59
Increased
146
Reduced
259
Closed
35
Calls
$89.6M
Puts
$130M
Net Calls
-$40.4M
Net Calls Change
-$27.5M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$388M
2
Goldman Sachs
2
Goldman Sachs
New York
$407M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$82.5M
4
DCM
4
Discovery Capital Management
Connecticut
$49.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$52.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$261M
2
MCM
2
Munder Capital Management
Michigan
$159M
3
Ameriprise
3
Ameriprise
Minnesota
$138M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$15.5M
5
SFM
5
Systematic Financial Management
New Jersey
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$921M 17,838,508 +286,094 +2%
State Street
2
State Street
Massachusetts
$611M 11,846,089 +133,375 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$520M 10,074,453 -321,063 -3%
Goldman Sachs
4
Goldman Sachs
New York
$407M 7,881,592 +1,182,298 +18%
AllianceBernstein
5
AllianceBernstein
Tennessee
$388M 7,517,277 +2,299,897 +44%
RP
6
RR Partners
New York
$358M 6,942,100 – –
BIT
7
BlackRock Institutional Trust
California
$354M 6,866,862 -75,968 -1%
Invesco
8
Invesco
Georgia
$298M 5,781,676 +543,894 +10%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$293M 5,668,383 +504,958 +10%
LSV Asset Management
10
LSV Asset Management
Illinois
$274M 5,306,260 -189,531 -3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$261M 5,065,023 -2,046,410 -29%
Sanders Capital
12
Sanders Capital
Florida
$210M 4,067,046 -30,900 -0.8%
Northern Trust
13
Northern Trust
Illinois
$200M 3,881,786 -134,665 -3%
BFA
14
BlackRock Fund Advisors
California
$176M 3,418,835 +107,997 +3%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$174M 3,368,306 -179,678 -5%
O
16
OppenheimerFunds
New York
$174M 3,362,843 -35,134 -1%
WCM
17
Wedge Capital Management
North Carolina
$169M 3,275,963 -110,483 -3%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$169M 3,268,934 -3,573 -0.1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$166M 3,214,380 -276,869 -8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$165M 3,187,667 +919 +0%
MCM
21
Munder Capital Management
Michigan
$159M 3,075,038 -860,387 -22%
UBS AM
22
UBS AM
Illinois
$148M 2,873,633 -518,443 -15%
Ameriprise
23
Ameriprise
Minnesota
$138M 2,676,804 -839,248 -24%
SFM
24
Systematic Financial Management
New Jersey
$126M 2,446,597 -631,721 -21%
BA
25
BlackRock Advisors
Delaware
$123M 2,374,159 +455,591 +24%
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