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Lincoln National

543 hedge funds and large institutions have $11.6B invested in Lincoln National in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 204 increasing their positions, 194 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $88.2M | Put options by funds: $73.6M

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

5% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 194

1% more capital invested

Capital invested by funds: $11.5B → $11.6B (+$88.9M)

0% more funds holding

Funds holding: 541543 (+2)

0.87% less ownership

Funds ownership: 85.98%85.11% (-0.87%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
543
Holders Change
+2
Holders Change %
+0.37%
% of All Funds
15.61%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.29%
New
43
Increased
204
Reduced
194
Closed
36
Calls
$88.2M
Puts
$73.6M
Net Calls
+$14.6M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$977M +$23.4M +473,074 +3%
State Street
2
State Street
Massachusetts
$595M +$6.31M +127,632 +1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$502M -$24.3M -492,337 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$489M -$9.94M -201,186 -2%
Goldman Sachs
5
Goldman Sachs
New York
$379M -$10M -203,044 -3%
BIT
6
BlackRock Institutional Trust
California
$361M +$4.3M +87,087 +1%
RP
7
RR Partners
New York
$341M -$14.8M -300,000 -4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$306M +$6.84M +138,422 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$265M -$3M -60,800 -1%
Invesco
10
Invesco
Georgia
$256M -$226K -4,579 -0.1%
Sanders Capital
11
Sanders Capital
Florida
$208M
Northern Trust
12
Northern Trust
Illinois
$195M -$17.4M -352,107 -9%
BFA
13
BlackRock Fund Advisors
California
$182M +$1.46M +29,631 +0.8%
O
14
OppenheimerFunds
New York
$167M +$11.8M +239,653 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$164M +$5.56M +112,558 +4%
WCM
16
Wedge Capital Management
North Carolina
$164M -$4.91M -99,311 -3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$159M -$4.12M -83,450 -3%
MCM
18
Munder Capital Management
Michigan
$152M -$7.2M -145,624 -5%
Ameriprise
19
Ameriprise
Minnesota
$142M +$10.9M +220,351 +9%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$138M +$10.8M +218,636 +9%
Deutsche Bank
21
Deutsche Bank
Germany
$135M +$24.6M +497,108 +23%
BG
22
BlackRock Group
United Kingdom
$128M +$8.03M +162,512 +7%
PP
23
Prudential plc
United Kingdom
$126M +$16.5M +334,300 +16%
UBS AM
24
UBS AM
Illinois
$123M -$11.8M -238,045 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$122M +$4.66M +94,386 +4%