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Lincoln National

655 hedge funds and large institutions have $9.81B invested in Lincoln National in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 206 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 54

31% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $15.7M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

13% more capital invested

Capital invested by funds: $8.67B → $9.81B (+$1.14B)

3% more funds holding

Funds holding: 635655 (+20)

1.18% more ownership

Funds ownership: 80.63%81.81% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 244

Holders
655
Holders Change
+20
Holders Change %
+3.15%
% of All Funds
14.18%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.19%
New
80
Increased
206
Reduced
244
Closed
54
Calls
$20.6M
Puts
$15.7M
Net Calls
+$4.93M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32B -$43.2M -729,607 -3%
BlackRock
2
BlackRock
New York
$985M -$75.3M -1,270,702 -7%
State Street
3
State Street
Massachusetts
$558M -$8.23M -138,871 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$509M -$124M -2,092,467 -19%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M -$5.18M -87,387 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$326M -$3.44M -58,000 -1%
LAM
7
Lyrical Asset Management
New York
$305M +$16.9M +285,521 +6%
Norges Bank
8
Norges Bank
Norway
$226M
PP
9
Prudential plc
United Kingdom
$182M -$8.74M -147,500 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$173M +$3.02M +50,969 +2%
Northern Trust
11
Northern Trust
Illinois
$168M +$1.09M +18,485 +0.7%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$155M -$10.5M -178,031 -6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$135M +$5.2M +87,806 +4%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$124M +$13.8M +232,636 +12%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$122M +$21.2M +357,561 +21%
Goldman Sachs
16
Goldman Sachs
New York
$120M +$9.43M +159,278 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$102M -$6.96M -117,564 -6%
Millennium Management
18
Millennium Management
New York
$93.9M +$24.9M +420,205 +36%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$88.8M -$10.7M -180,503 -11%
Man Group
20
Man Group
United Kingdom
$87.1M +$16.9M +284,645 +24%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$81.2M -$5.99M -101,200 -7%
Invesco
22
Invesco
Georgia
$79.4M +$119K +2,017 +0.1%
RP
23
RR Partners
New York
$79.3M -$1.67M -28,200 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$78M +$13.4M +227,037 +21%
Ameriprise
25
Ameriprise
Minnesota
$76.6M +$40.7K +688 +0.1%

LNC Hedge Fund Activity: Q1 2019 in Review

655 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2019, worth a combined $9.81B — up 13% from $8.67B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new LNC positions and 54 closed out — a net gain of 26 holders — while 206 added to existing stakes and 244 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.9M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 655 institutional investors held Lincoln National (LNC) as of Q1 2019, up from 635 in Q4 2018.
  • Funds reported $9.81B of Lincoln National stock for Q1 2019, up 13% quarter-over-quarter.
  • 80 funds opened new Lincoln National positions in Q1 2019 and 54 closed out, a net change of +26 holders.
  • The largest Lincoln National buyer in Q1 2019 was Millennium Management, an estimated $24.9M added.
  • The largest Lincoln National seller in Q1 2019 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2019.