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Lincoln National
LNC

Overview Fund Activity

587 hedge funds and large institutions have $12.2B invested in Lincoln National in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 220 increasing their positions, 218 reducing their positions, and 41 closing their positions.

Holders
587
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
15.66%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
51
Increased
220
Reduced
218
Closed
41
Calls
$59.1M
Puts
$35.9M
Net Calls
+$23.2M
Net Calls Change
+$39.9M

Top Buyers

1
CIP
1
Cornerstone Investment Partners
Georgia
$118M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$90.5M
3
AL
3
AJO LP
Pennsylvania
$149M
4
Ameriprise
4
Ameriprise
Minnesota
$262M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$132M

Top Sellers

1
O
1
OppenheimerFunds
New York
$14.7M
2
Axa
2
Axa
France
$908K
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$32.5M
4
Sanders Capital
4
Sanders Capital
Florida
$134M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.15B 19,999,645 +679,146 +4%
State Street
2
State Street
Massachusetts
$644M 11,211,244 -1,023,645 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M 8,793,414 -622,561 -7%
Goldman Sachs
4
Goldman Sachs
New York
$411M 7,155,023 +336,414 +5%
BIT
5
BlackRock Institutional Trust
California
$399M 6,952,528 -97,801 -1%
RP
6
RR Partners
New York
$378M 6,578,700 -44,800 -0.7%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$310M 5,387,294 -384,899 -7%
LSV Asset Management
8
LSV Asset Management
Illinois
$288M 5,004,418 -106,950 -2%
Ameriprise
9
Ameriprise
Minnesota
$262M 4,552,928 +755,075 +20%
BFA
10
BlackRock Fund Advisors
California
$221M 3,840,701 -26,323 -0.7%
Northern Trust
11
Northern Trust
Illinois
$218M 3,801,717 -148,537 -4%
Invesco
12
Invesco
Georgia
$210M 3,660,109 -637,864 -15%
WCM
13
Wedge Capital Management
North Carolina
$181M 3,150,561 +57,114 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$177M 3,082,177 -18,852 -0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$163M 2,832,350 -91,022 -3%
Victory Capital Management
16
Victory Capital Management
Texas
$157M 2,724,803 -67,806 -2%
BG
17
BlackRock Group
United Kingdom
$156M 2,717,767 -87,674 -3%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$153M 2,656,892 +133,781 +5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$151M 2,627,390 +32,225 +1%
AL
20
AJO LP
Pennsylvania
$149M 2,592,881 +798,510 +45%
UBS AM
21
UBS AM
Illinois
$148M 2,583,945 +666,883 +35%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$148M 2,579,567 +128,747 +5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$140M 2,440,861 +265,008 +12%
Sanders Capital
24
Sanders Capital
Florida
$134M 2,325,746 -1,219,900 -34%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$132M 2,290,882 +745,882 +48%
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