We are live on ! Find out more
LNC icon

Lincoln National

629 hedge funds and large institutions have $6.08B invested in Lincoln National in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 218 increasing their positions, 222 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 74.98%75.94% (+0.96%)

2% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 222

3% less funds holding

Funds holding: 651629 (-22)

12% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 85

28% less capital invested

Capital invested by funds: $8.4B → $6.08B (-$2.31B)

29% less call options, than puts

Call options by funds: $67.4M | Put options by funds: $94.9M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
629
Holders Change
-22
Holders Change %
-3.38%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
75
Increased
218
Reduced
222
Closed
85
Calls
$67.4M
Puts
$94.9M
Net Calls
-$27.5M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$907M -$709K -12,431 -0.1%
BlackRock
2
BlackRock
New York
$711M +$64.8M +1,136,217 +8%
State Street
3
State Street
Massachusetts
$366M -$34.8M -609,663 -7%
Dodge & Cox
4
Dodge & Cox
California
$201M +$1.59M +27,805 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$189M -$53M -930,024 -19%
LAM
6
Lyrical Asset Management
New York
$186M -$10.2M -178,951 -4%
Morgan Stanley
7
Morgan Stanley
New York
$183M +$124M +2,170,324 +124%
Invesco
8
Invesco
Georgia
$155M +$18.2M +318,767 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$154M -$1.73M -30,321 -0.9%
LSV Asset Management
10
LSV Asset Management
Illinois
$153M -$3.18M -55,830 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$143M +$9.06M +158,867 +5%
JP Morgan Chase
12
JP Morgan Chase
New York
$136M -$27.6M -483,274 -14%
Northern Trust
13
Northern Trust
Illinois
$116M +$7.98M +139,987 +6%
APG Asset Management
14
APG Asset Management
Netherlands
$86.4M -$15.9M -279,190 -13%
Ameriprise
15
Ameriprise
Minnesota
$83.7M +$7.1M +124,428 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$82.3M +$4.8M +84,147 +5%
Norges Bank
17
Norges Bank
Norway
$77.6M -$9.58M -167,981 -9%
Amundi
18
Amundi
France
$77.3M +$16.8M +294,480 +21%
AQR Capital Management
19
AQR Capital Management
Connecticut
$71.4M +$63.4M +1,112,215 +244%
Charles Schwab
20
Charles Schwab
California
$62M -$828K -14,518 -1%
Legal & General Group
21
Legal & General Group
United Kingdom
$54M +$968K +16,972 +1%
Bank of America
22
Bank of America
North Carolina
$52.5M +$11.5M +201,256 +22%
Barclays
23
Barclays
United Kingdom
$49.9M +$23.6M +413,321 +63%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$47.7M -$608K -10,667 -1%
Goldman Sachs
25
Goldman Sachs
New York
$46.5M -$8.34M -146,201 -13%

LNC Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2022, worth a combined $6.08B — down 28% from $8.4B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of LNC and 75 opened new positions — a net loss of 10 holders — while 222 trimmed existing stakes and 218 added.

The largest buyer was Morgan Stanley, adding an estimated $124M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $86.2M.

  • 629 institutional investors held Lincoln National (LNC) as of Q2 2022, down from 651 in Q1 2022.
  • Funds reported $6.08B of Lincoln National stock for Q2 2022, down 28% quarter-over-quarter.
  • 75 funds opened new Lincoln National positions in Q2 2022 and 85 closed out, a net change of -10 holders.
  • The largest Lincoln National buyer in Q2 2022 was Morgan Stanley, an estimated $124M added.
  • The largest Lincoln National seller in Q2 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $86.2M sold.

Based on aggregated 13F filings for Q2 2022.