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Lincoln National
LNC

Overview Fund Activity

533 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 178 increasing their positions, 179 reducing their positions, and 42 closing their positions.

Holders
533
Holders Change
+31
Holders Change %
+6.18%
% of All Funds
7.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
178
Reduced
179
Closed
42
Calls
$97M
Puts
$159M
Net Calls
-$61.5M
Net Calls Change
+$25.5M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$142M
2
Citadel Advisors
2
Citadel Advisors
Florida
$93.2M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$96M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$66.9M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$66.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$644M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$30.3M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$86.2M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$3.11M
5
APG Asset Management
5
APG Asset Management
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$644M 20,709,958 -1,144,879 -5%
BlackRock
2
BlackRock
New York
$506M 16,268,030 -332,538 -2%
State Street
3
State Street
Massachusetts
$191M 6,148,038 -252,626 -4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$142M 4,570,678 +4,570,678 New
Morgan Stanley
5
Morgan Stanley
New York
$122M 3,908,465 -484,316 -11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$100M 3,220,865 -137,512 -4%
Principal Financial Group
7
Principal Financial Group
Iowa
$96M 3,086,324 +1,147,896 +59%
Citadel Advisors
8
Citadel Advisors
Florida
$93.2M 2,996,595 +2,142,865 +251%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$88M 2,828,513 +348,601 +14%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$86.2M 2,763,308 -843,657 -23%
Northern Trust
11
Northern Trust
Illinois
$86.1M 2,767,423 +4,497 +0.2%
LSV Asset Management
12
LSV Asset Management
Illinois
$80.5M 2,587,686 -67,990 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$70M 2,249,725 +31,235 +1%
AQR Capital Management
14
AQR Capital Management
Connecticut
$66.9M 2,150,863 +711,951 +49%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$66.8M 2,147,200 +477,000 +29%
Charles Schwab
16
Charles Schwab
California
$66.3M 2,131,579 -12,357 -0.6%
Goldman Sachs
17
Goldman Sachs
New York
$65.2M 2,094,893 -32,835 -2%
Norges Bank
18
Norges Bank
Norway
$58.4M 1,879,160 +64,973 +4%
Two Sigma Investments
19
Two Sigma Investments
New York
$52.3M 1,682,560 +231,565 +16%
Invesco
20
Invesco
Georgia
$48.8M 1,568,098 -170,420 -10%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$39.2M 1,261,877 -297,468 -19%
Marshall Wace
22
Marshall Wace
United Kingdom
$36.9M 1,186,846 -496,703 -30%
Bank of America
23
Bank of America
North Carolina
$33M 1,060,028 +31,678 +3%
UBS Group
24
UBS Group
Switzerland
$30.9M 992,441 +258,285 +35%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$30.3M 972,832 -1,034,260 -52%
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