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Lincoln National
LNC

Overview Fund Activity

491 hedge funds and large institutions have $3.17B invested in Lincoln National in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 181 increasing their positions, 163 reducing their positions, and 67 closing their positions.

Holders
491
Holders Change
+5
Holders Change %
+1.03%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
75
Increased
181
Reduced
163
Closed
67
Calls
$100M
Puts
$130M
Net Calls
-$29.3M
Net Calls Change
+$930K

Top Buyers

1
MCM
1
Moore Capital Management
New York
$35.2M
2
Invesco
2
Invesco
Georgia
$220M
3
Morgan Stanley
3
Morgan Stanley
New York
$122M
4
Goldman Sachs
4
Goldman Sachs
New York
$69.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$42.2M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.03M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$552M
3
Barclays
3
Barclays
United Kingdom
$24M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$668K
5
Citadel Advisors
5
Citadel Advisors
Florida
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$552M 21,428,305 -1,363,098 -6%
BlackRock
2
BlackRock
New York
$284M 11,034,652 +222,904 +2%
State Street
3
State Street
Massachusetts
$236M 9,145,152 +99,459 +1%
Invesco
4
Invesco
Georgia
$220M 8,528,916 +1,176,157 +16%
Morgan Stanley
5
Morgan Stanley
New York
$122M 4,727,443 +1,023,338 +28%
Dodge & Cox
6
Dodge & Cox
California
$112M 4,335,211 -21,930 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$87.6M 3,404,882 +103,819 +3%
APG Asset Management
8
APG Asset Management
Netherlands
$80.4M 3,403,241 -69,694 -2%
Northern Trust
9
Northern Trust
Illinois
$80.1M 3,110,956 +542,630 +21%
LSV Asset Management
10
LSV Asset Management
Illinois
$74.7M 2,901,376 -46,500 -2%
Goldman Sachs
11
Goldman Sachs
New York
$69.3M 2,688,886 +960,385 +56%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$53M 2,058,663 -147,290 -7%
Norges Bank
13
Norges Bank
Norway
$45.8M 1,777,541 +42,913 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$45.7M 1,775,465 +24,749 +1%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$42.2M 1,637,568 +708,232 +76%
Charles Schwab
16
Charles Schwab
California
$39.9M 1,548,341 +98,026 +7%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$35.2M 1,368,216 -189,277 -12%
MCM
18
Moore Capital Management
New York
$35.2M 1,366,580 +1,366,580 New
Bank of America
19
Bank of America
North Carolina
$34.8M 1,350,041 -585,098 -30%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$30.4M 1,179,238 +43,937 +4%
AA
21
ALPS Advisors
Colorado
$25.8M 1,003,378 +53,757 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$24.9M 965,854 -5,234 -0.5%
Barclays
23
Barclays
United Kingdom
$24M 932,072 -1,248,615 -57%
UBS Group
24
UBS Group
Switzerland
$23.4M 908,660 +101,990 +13%
Ameriprise
25
Ameriprise
Minnesota
$22.1M 856,307 -345,582 -29%
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