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Lincoln National

530 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $3.93B → $3.93B (+$591K)

0.46% less ownership

Funds ownership: 74.29%73.82% (-0.46%)

1% less funds holding

Funds holding: 534530 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

48% less call options, than puts

Call options by funds: $96M | Put options by funds: $186M

Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
49
Increased
188
Reduced
184
Closed
50
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$616M -$36.3M -1,164,739 -6%
BlackRock
2
BlackRock
New York
$521M +$8.7M +279,066 +2%
State Street
3
State Street
Massachusetts
$196M +$2.49M +79,955 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$150M +$6.02M +193,025 +4%
Morgan Stanley
5
Morgan Stanley
New York
$120M -$3.37M -108,089 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$106M +$4.76M +152,622 +5%
Principal Financial Group
7
Principal Financial Group
Iowa
$104M +$6.96M +223,129 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$88.8M -$275K -8,808 -0.3%
Citadel Advisors
9
Citadel Advisors
Florida
$86.8M -$7.53M -241,432 -8%
Northern Trust
10
Northern Trust
Illinois
$83.1M -$4.06M -130,155 -5%
LSV Asset Management
11
LSV Asset Management
Illinois
$81M -$527K -16,918 -0.7%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$74.2M +$6.48M +207,800 +10%
Norges Bank
13
Norges Bank
Norway
$72.8M +$13.5M +432,430 +23%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$71.9M -$15.3M -490,248 -18%
Charles Schwab
15
Charles Schwab
California
$66.9M -$239K -7,659 -0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$66.8M -$4.09M -131,344 -6%
Invesco
17
Invesco
Georgia
$55.8M +$6.36M +204,041 +13%
Two Sigma Investments
18
Two Sigma Investments
New York
$54.9M +$1.85M +59,371 +4%
Goldman Sachs
19
Goldman Sachs
New York
$49.1M -$16.8M -538,078 -26%
AQR Capital Management
20
AQR Capital Management
Connecticut
$45.6M -$21.3M -683,353 -32%
Marshall Wace
21
Marshall Wace
United Kingdom
$44.9M +$7.41M +237,762 +20%
Bank of America
22
Bank of America
North Carolina
$33.7M +$294K +9,427 +0.9%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$33.7M -$6.02M -193,138 -15%
Wells Fargo
24
Wells Fargo
California
$31.8M +$1.75M +56,266 +6%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$26.3M +$24.6M +788,936 +1,711%

LNC Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2024, worth a combined $3.93B — up 0.02% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LNC and 49 opened new positions — a net loss of 1 holder — while 184 trimmed existing stakes and 188 added.

The largest buyer was International Assets Investment Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $36.3M.

  • 530 institutional investors held Lincoln National (LNC) as of Q3 2024, down from 534 in Q2 2024.
  • Funds reported $3.93B of Lincoln National stock for Q3 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Lincoln National positions in Q3 2024 and 50 closed out, a net change of -1 holder.
  • The largest Lincoln National buyer in Q3 2024 was International Assets Investment Management, an estimated $29.3M added.
  • The largest Lincoln National seller in Q3 2024 was Vanguard Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.