We are live on ! Find out more
LNC icon

Lincoln National

625 hedge funds and large institutions have $7.78B invested in Lincoln National in 2020 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 170 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

172% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $4.7B → $7.78B (+$3.08B)

17% more funds holding

Funds holding: 535625 (+90)

4% more call options, than puts

Call options by funds: $77M | Put options by funds: $73.9M

0.36% more ownership

Funds ownership: 78.16%78.52% (+0.36%)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 226

Holders
625
Holders Change
+90
Holders Change %
+16.82%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
147
Increased
170
Reduced
226
Closed
54
Calls
$77M
Puts
$73.9M
Net Calls
+$3.15M
Net Calls Change
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$16M -376,333 -2%
BlackRock
2
BlackRock
New York
$758M -$25.1M -589,196 -4%
State Street
3
State Street
Massachusetts
$449M -$11.6M -272,947 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$370M +$26.8M +631,142 +9%
Dodge & Cox
5
Dodge & Cox
California
$293M +$899K +21,150 +0.4%
LAM
6
Lyrical Asset Management
New York
$241M +$3.65M +85,943 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$237M -$28.8M -676,489 -13%
KBC Group
8
KBC Group
Belgium
$210M +$18.1M +426,276 +129%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$154M +$3.04M +71,403 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$136M -$20.6M -485,182 -15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$133M +$8.43M +198,350 +8%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$124M -$14.7M -346,657 -12%
Northern Trust
13
Northern Trust
Illinois
$123M -$5.19M -122,098 -5%
PPA
14
Parametric Portfolio Associates
Washington
$123M -$2.48M -58,353 -2%
Norges Bank
15
Norges Bank
Norway
$112M +$402K +9,465 +0.4%
APG Asset Management
16
APG Asset Management
Netherlands
$111M -$1.97M -46,347 -2%
Invesco
17
Invesco
Georgia
$105M +$5.7M +133,959 +7%
Ameriprise
18
Ameriprise
Minnesota
$96.6M +$1.96M +46,141 +2%
Morgan Stanley
19
Morgan Stanley
New York
$96.6M +$10.9M +256,549 +15%
Bank of America
20
Bank of America
North Carolina
$87.2M +$6.54M +153,874 +10%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.9M -$15.3M -359,923 -19%
Charles Schwab
22
Charles Schwab
California
$70.7M +$887K +20,862 +2%
AAMU
23
Amundi Asset Management US
Massachusetts
$69.7M +$20M +471,016 +51%
PP
24
Prudential plc
United Kingdom
$67.2M -$37M -869,801 -39%
SI
25
Scout Investments
Missouri
$65.6M +$18.5M +434,371 +50%

LNC Hedge Fund Activity: Q4 2020 in Review

625 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q4 2020, worth a combined $7.78B — up 66% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new LNC positions and 54 closed out — a net gain of 93 holders — while 170 added to existing stakes and 226 trimmed.

The largest buyer was Moore Capital Management, opening a new position worth an estimated $37.2M. The largest seller was Prudential plc, cutting an estimated $37M.

  • 625 institutional investors held Lincoln National (LNC) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $7.78B of Lincoln National stock for Q4 2020, up 66% quarter-over-quarter.
  • 147 funds opened new Lincoln National positions in Q4 2020 and 54 closed out, a net change of +93 holders.
  • The largest Lincoln National buyer in Q4 2020 was Moore Capital Management, an estimated $37.2M added.
  • The largest Lincoln National seller in Q4 2020 was Prudential plc, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2020.