Lincoln National
475 hedge funds and large institutions have $3.11B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 78 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 159
0.87% more ownership
Funds ownership: 73.03% → 73.9% (+0.87%)
2% less capital invested
Capital invested by funds: $3.18B → $3.11B (-$75.2M)
4% less funds holding
Funds holding: 494 → 475 (-19)
19% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 78
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
54% less call options, than puts
Call options by funds: $95M | Put options by funds: $206M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$143M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$107M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$28.7M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$20.7M |
| 5 |
Two Sigma Investments
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$147M |
| 2 |
State Street
Boston,
Massachusetts
|
-$81.3M |
| 3 |
MCM
Moore Capital Management
New York
|
-$35.2M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$25.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.8M |
LNC Hedge Fund Activity: Q3 2023 in Review
475 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2023, worth a combined $3.11B — down 2.4% from $3.18B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of LNC and 63 opened new positions — a net loss of 15 holders — while 159 trimmed existing stakes and 164 added.
The largest buyer was BlackRock, adding an estimated $143M. The largest seller was Invesco, cutting an estimated $147M.
- 475 institutional investors held Lincoln National (LNC) as of Q3 2023, down from 494 in Q2 2023.
- Funds reported $3.11B of Lincoln National stock for Q3 2023, down 2.4% quarter-over-quarter.
- 63 funds opened new Lincoln National positions in Q3 2023 and 78 closed out, a net change of -15 holders.
- The largest Lincoln National buyer in Q3 2023 was BlackRock, an estimated $143M added.
- The largest Lincoln National seller in Q3 2023 was Invesco, an estimated $147M sold.
Based on aggregated 13F filings for Q3 2023.