We are live on ! Find out more
LNC icon

Lincoln National

651 hedge funds and large institutions have $8.4B invested in Lincoln National in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 215 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.86% more ownership

Funds ownership: 74.12%74.98% (+0.86%)

3% less funds holding

Funds holding: 673651 (-22)

7% less capital invested

Capital invested by funds: $9.07B → $8.4B (-$670M)

15% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 254

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

26% less call options, than puts

Call options by funds: $75.2M | Put options by funds: $102M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
651
Holders Change
-22
Holders Change %
-3.27%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
53
Increased
215
Reduced
254
Closed
67
Calls
$75.2M
Puts
$102M
Net Calls
-$26.4M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B -$71.4M -1,045,282 -5%
BlackRock
2
BlackRock
New York
$919M +$2M +29,230 +0.2%
State Street
3
State Street
Massachusetts
$551M -$29.2M -426,853 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$324M -$932K -13,637 -0.3%
Dodge & Cox
5
Dodge & Cox
California
$279M -$3.45M -50,550 -1%
LAM
6
Lyrical Asset Management
New York
$271M +$3.4M +49,765 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$222M +$38.6M +564,100 +20%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$217M +$6.64M +97,162 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$217M -$7.1M -103,930 -3%
Invesco
10
Invesco
Georgia
$196M +$28.1M +411,343 +16%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$190M +$7.75M +113,356 +4%
Northern Trust
12
Northern Trust
Illinois
$152M -$8.99M -131,583 -5%
PPA
13
Parametric Portfolio Associates
Washington
$135M -$2.36M -34,530 -2%
APG Asset Management
14
APG Asset Management
Netherlands
$130M -$13.4M -196,622 -8%
Norges Bank
15
Norges Bank
Norway
$119M -$3.92M -57,315 -3%
Morgan Stanley
16
Morgan Stanley
New York
$114M +$6.7M +98,032 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$110M -$3.92M -57,288 -3%
Ameriprise
18
Ameriprise
Minnesota
$109M +$5.79M +84,723 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$105M -$46.4M -679,000 -30%
Amundi
20
Amundi
France
$88.8M +$3.8M +55,625 +4%
Charles Schwab
21
Charles Schwab
California
$87.6M +$1.11M +16,180 +1%
Goldman Sachs
22
Goldman Sachs
New York
$74.6M +$6.32M +92,537 +9%
Legal & General Group
23
Legal & General Group
United Kingdom
$74.4M -$2.91M -42,645 -4%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$67.3M -$874K -12,790 -1%
Bank of America
25
Bank of America
North Carolina
$60.2M -$11.6M -169,130 -16%

LNC Hedge Fund Activity: Q1 2022 in Review

651 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q1 2022, worth a combined $8.4B — down 7.4% from $9.07B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of LNC and 53 opened new positions — a net loss of 14 holders — while 254 trimmed existing stakes and 215 added.

The largest buyer was JP Morgan Chase, adding an estimated $38.6M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $100M sold.

  • 651 institutional investors held Lincoln National (LNC) as of Q1 2022, down from 673 in Q4 2021.
  • Funds reported $8.4B of Lincoln National stock for Q1 2022, down 7.4% quarter-over-quarter.
  • 53 funds opened new Lincoln National positions in Q1 2022 and 67 closed out, a net change of -14 holders.
  • The largest Lincoln National buyer in Q1 2022 was JP Morgan Chase, an estimated $38.6M added.
  • The largest Lincoln National seller in Q1 2022 was Arrowstreet Capital, an estimated $100M sold.

Based on aggregated 13F filings for Q1 2022.