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Lincoln National
LNC

Overview Fund Activity

502 hedge funds and large institutions have $3.94B invested in Lincoln National in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 161 increasing their positions, 174 reducing their positions, and 63 closing their positions.

Holders
502
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
68
Increased
161
Reduced
174
Closed
63
Calls
$101M
Puts
$188M
Net Calls
-$87.1M
Net Calls Change
+$23.2M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$64.1M
2
JAM
2
Jupiter Asset Management
United Kingdom
$28.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$27.3M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$16.5M
5
AU
5
Algebris (UK)
United Kingdom
$25.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$140M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$24.5M
3
Invesco
3
Invesco
Georgia
$55.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$698M 21,854,837 +166,167 +0.8%
BlackRock
2
BlackRock
New York
$530M 16,600,568 +265,571 +2%
State Street
3
State Street
Massachusetts
$204M 6,400,664 -2,536 -0%
Morgan Stanley
4
Morgan Stanley
New York
$140M 4,392,781 -4,103,603 -48%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$115M 3,606,965 -650,030 -15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$107M 3,358,377 +232,657 +7%
Northern Trust
7
Northern Trust
Illinois
$88.2M 2,762,926 -166,229 -6%
LSV Asset Management
8
LSV Asset Management
Illinois
$84.8M 2,655,676 -101,600 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$79.2M 2,479,912 +352,362 +17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$70.8M 2,218,490 -204,608 -8%
Charles Schwab
11
Charles Schwab
California
$68.5M 2,143,936 +75,514 +4%
Goldman Sachs
12
Goldman Sachs
New York
$67.9M 2,127,728 -443,048 -17%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$64.1M 2,007,092 +2,007,092 New
Principal Financial Group
14
Principal Financial Group
Iowa
$61.9M 1,938,428 +182,001 +10%
Norges Bank
15
Norges Bank
Norway
$57.9M 1,814,187 -189,015 -9%
Invesco
16
Invesco
Georgia
$55.5M 1,738,518 -1,346,389 -44%
Marshall Wace
17
Marshall Wace
United Kingdom
$53.8M 1,683,549 -3,797 -0.2%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$53.3M 1,670,200 -38,000 -2%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$49.8M 1,559,345 -153,025 -9%
Two Sigma Investments
20
Two Sigma Investments
New York
$46.3M 1,450,995 -256,842 -15%
AQR Capital Management
21
AQR Capital Management
Connecticut
$45.9M 1,438,912 +95,897 +7%
Bank of America
22
Bank of America
North Carolina
$32.8M 1,028,350 -151,625 -13%
Wells Fargo
23
Wells Fargo
California
$30.7M 962,403 +137 +0%
JAM
24
Jupiter Asset Management
United Kingdom
$28.6M 897,252 +897,252 New
Citadel Advisors
25
Citadel Advisors
Florida
$27.3M 853,730 +713,461 +509%
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