LNC icon

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.

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
1
AllianceBernstein
Tennessee
$520M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$60.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$123M
4
PRCM
4
Pine River Capital Management
Minnesota
$39.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$939M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$20.7M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$125M
3
Invesco
3
Invesco
Georgia
$252M
4
SI
4
Scout Investments
Missouri
$64.8M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$939M 18,527,462 +688,954 +4%
State Street
2
State Street
Massachusetts
$580M 11,442,313 -403,776 -3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$520M 10,259,496 +2,742,219 +36%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$492M 9,706,269 -368,184 -4%
Goldman Sachs
5
Goldman Sachs
New York
$383M 7,566,415 -315,177 -4%
RP
6
RR Partners
New York
$352M 6,938,500 -3,600 -0.1%
BIT
7
BlackRock Institutional Trust
California
$351M 6,934,532 +67,670 +1%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$295M 5,814,640 +146,257 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$265M 5,220,401 -85,859 -2%
Invesco
10
Invesco
Georgia
$252M 4,981,246 -800,430 -14%
Northern Trust
11
Northern Trust
Illinois
$210M 4,140,333 +258,547 +7%
Sanders Capital
12
Sanders Capital
Florida
$205M 4,038,946 -28,100 -0.7%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$187M 3,690,750 +322,444 +10%
BFA
14
BlackRock Fund Advisors
California
$177M 3,500,213 +81,378 +2%
WCM
15
Wedge Capital Management
North Carolina
$167M 3,287,754 +11,791 +0.4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$160M 3,165,908 -21,759 -0.7%
MCM
17
Munder Capital Management
Michigan
$157M 3,092,573 +17,535 +0.6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$156M 3,084,979 -129,401 -4%
O
19
OppenheimerFunds
New York
$152M 2,998,642 -364,201 -11%
UBS AM
20
UBS AM
Illinois
$133M 2,632,237 -241,396 -8%
Ameriprise
21
Ameriprise
Minnesota
$129M 2,538,761 -138,043 -5%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$125M 2,465,910 -803,024 -25%
Principal Financial Group
23
Principal Financial Group
Iowa
$123M 2,426,965 +882,440 +57%
BG
24
BlackRock Group
United Kingdom
$118M 2,320,094 -2,524 -0.1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$116M 2,283,221 +315,937 +16%
1
2 3 4 5