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Lincoln National
LNC

Overview Fund Activity

471 hedge funds and large institutions have $3.1B invested in Lincoln National in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 156 reducing their positions, and 78 closing their positions.

Holders
471
Holders Change
-20
Holders Change %
-4.07%
% of All Funds
7.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
165
Reduced
156
Closed
78
Calls
$95M
Puts
$206M
Net Calls
-$111M
Net Calls Change
-$81.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$407M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$106M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$78M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$43.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$23.2M

Top Sellers

1
Invesco
1
Invesco
Georgia
$71.5M
2
State Street
2
State Street
Massachusetts
$149M
3
MCM
3
Moore Capital Management
New York
$0
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$60.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$508M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$508M 20,593,881 -834,424 -4%
BlackRock
2
BlackRock
New York
$407M 16,486,719 +5,452,067 +49%
State Street
3
State Street
Massachusetts
$149M 6,037,452 -3,107,700 -34%
Morgan Stanley
4
Morgan Stanley
New York
$131M 5,313,420 +585,977 +12%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$106M 4,279,462 +4,085,637 +2,108%
Dodge & Cox
6
Dodge & Cox
California
$106M 4,276,511 -58,700 -1%
APG Asset Management
7
APG Asset Management
Netherlands
$79.6M 3,224,836 -178,405 -5%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$78M 3,157,195 +1,098,532 +53%
Goldman Sachs
9
Goldman Sachs
New York
$76M 3,078,078 +389,192 +14%
Northern Trust
10
Northern Trust
Illinois
$73.9M 2,991,411 -119,545 -4%
Invesco
11
Invesco
Georgia
$71.5M 2,894,163 -5,634,753 -66%
LSV Asset Management
12
LSV Asset Management
Illinois
$70.8M 2,867,376 -34,000 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$60.4M 2,444,326 -960,556 -28%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$48.4M 1,961,294 +185,829 +10%
Charles Schwab
15
Charles Schwab
California
$48.4M 1,960,653 +412,312 +27%
Norges Bank
16
Norges Bank
Norway
$46.1M 1,868,800 +91,259 +5%
Principal Financial Group
17
Principal Financial Group
Iowa
$43.4M 1,758,754 +792,900 +82%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$36.3M 1,468,971 +289,733 +25%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$32.6M 1,319,749 -48,467 -4%
Bank of America
20
Bank of America
North Carolina
$31.8M 1,289,430 -60,611 -4%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$29.2M 1,184,338 -453,230 -28%
Ameriprise
22
Ameriprise
Minnesota
$27.2M 1,103,459 +247,152 +29%
Two Sigma Investments
23
Two Sigma Investments
New York
$23.2M 940,786 +775,835 +470%
AA
24
ALPS Advisors
Colorado
$21.7M 878,805 -124,573 -12%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$21.4M 866,700 +478,500 +123%
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