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Lincoln National

626 hedge funds and large institutions have $9.15B invested in Lincoln National in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 193 increasing their positions, 225 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $155M | Put options by funds: $84.5M

18% more capital invested

Capital invested by funds: $7.78B → $9.15B (+$1.38B)

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

0% more funds holding

Funds holding: 625626 (+1)

1.57% less ownership

Funds ownership: 78.52%76.95% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 225

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
626
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
77
Increased
193
Reduced
225
Closed
70
Calls
$155M
Puts
$84.5M
Net Calls
+$70.4M
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$3.98M +72,061 +0.4%
BlackRock
2
BlackRock
New York
$942M +$3.68M +66,604 +0.4%
State Street
3
State Street
Massachusetts
$584M +$25.3M +457,676 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$444M -$11.9M -214,847 -3%
Dodge & Cox
5
Dodge & Cox
California
$354M -$8.42M -152,300 -3%
LAM
6
Lyrical Asset Management
New York
$307M +$8.27M +149,662 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$263M -$27.4M -496,430 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$196M +$5.01M +90,723 +3%
APG Asset Management
9
APG Asset Management
Netherlands
$185M +$42.9M +776,843 +29%
JP Morgan Chase
10
JP Morgan Chase
New York
$170M +$1.33M +24,111 +0.9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$166M +$1.32M +23,861 +0.9%
Invesco
12
Invesco
Georgia
$162M +$28.6M +517,772 +25%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$151M -$1.72M -31,100 -1%
Northern Trust
14
Northern Trust
Illinois
$150M -$1.46M -26,407 -1%
Ameriprise
15
Ameriprise
Minnesota
$139M +$17.2M +311,309 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$138M +$120M +2,166,802 +3,945%
PPA
17
Parametric Portfolio Associates
Washington
$136M -$14M -252,675 -10%
Norges Bank
18
Norges Bank
Norway
$134M -$4.27M -77,337 -3%
Morgan Stanley
19
Morgan Stanley
New York
$98.2M -$18.9M -342,126 -18%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$95.1M -$31.7K -574 -0%
Bank of America
21
Bank of America
North Carolina
$88.1M -$17.6M -318,311 -18%
AAMU
22
Amundi Asset Management US
Massachusetts
$87M +$635K +11,484 +0.8%
Charles Schwab
23
Charles Schwab
California
$83M -$4.07M -73,629 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$78M +$1.63M +29,476 +2%
Ensign Peak Advisors
25
Ensign Peak Advisors
Utah
$73.3M +$7.37M +133,340 +13%