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Lincoln National
LNC

Overview Fund Activity

501 hedge funds and large institutions have $3.44B invested in Lincoln National in 2023 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 145 increasing their positions, 189 reducing their positions, and 65 closing their positions.

Holders
501
Holders Change
+30
Holders Change %
+6.37%
% of All Funds
7.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
100
Increased
145
Reduced
189
Closed
65
Calls
$105M
Puts
$215M
Net Calls
-$110M
Net Calls Change
+$347K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$229M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$45.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$585M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$65.4M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$46.1M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$235K
2
APG Asset Management
2
APG Asset Management
Netherlands
$14.3M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$60.7M
4
AA
4
ALPS Advisors
Colorado
$0
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$585M 21,688,670 +1,094,789 +5%
BlackRock
2
BlackRock
New York
$441M 16,334,997 -151,722 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$229M 8,496,384 +3,182,964 +60%
State Street
4
State Street
Massachusetts
$173M 6,403,200 +365,748 +6%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$115M 4,256,995 -22,467 -0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$84.3M 3,125,720 +681,394 +28%
Invesco
7
Invesco
Georgia
$83.2M 3,084,907 +190,744 +7%
Northern Trust
8
Northern Trust
Illinois
$79M 2,929,155 -62,256 -2%
LSV Asset Management
9
LSV Asset Management
Illinois
$74.4M 2,757,276 -110,100 -4%
Goldman Sachs
10
Goldman Sachs
New York
$69.3M 2,570,776 -507,302 -16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$65.4M 2,423,098 +954,127 +65%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$60.7M 2,251,856 -905,339 -29%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$57.4M 2,127,550 +166,256 +8%
Charles Schwab
14
Charles Schwab
California
$55.8M 2,068,422 +107,769 +5%
Norges Bank
15
Norges Bank
Norway
$54M 2,003,202 +134,402 +7%
Principal Financial Group
16
Principal Financial Group
Iowa
$47.4M 1,756,427 -2,327 -0.1%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$46.2M 1,712,370 +392,621 +30%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$46.1M 1,708,200 +841,500 +97%
Two Sigma Investments
19
Two Sigma Investments
New York
$46.1M 1,707,837 +767,051 +82%
Marshall Wace
20
Marshall Wace
United Kingdom
$45.5M 1,687,346 +1,254,459 +290%
AQR Capital Management
21
AQR Capital Management
Connecticut
$36.2M 1,343,015 +486,186 +57%
Bank of America
22
Bank of America
North Carolina
$31.8M 1,179,975 -109,455 -8%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$30.9M 1,145,323 +643,228 +128%
Wells Fargo
24
Wells Fargo
California
$26M 962,266 +143,071 +17%
Ameriprise
25
Ameriprise
Minnesota
$22.8M 845,979 -257,480 -23%
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