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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$77M
2
HAI
2
Hennessy Advisors Inc
California
$54.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$48.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$48.9M
5
WAM
5
Weiss Asset Management
Massachusetts
$20.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.34M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.9M
3
NVIM
3
New Vernon Investment Management
Illinois
$3.66M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$88.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$40.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$606M 19,121,739 -423,480 -2%
BlackRock
2
BlackRock
New York
$526M 16,576,739 +29,643 +0.2%
State Street
3
State Street
Massachusetts
$205M 6,473,499 +245,506 +4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$151M 4,757,188 -6,515 -0.1%
Morgan Stanley
5
Morgan Stanley
New York
$123M 3,891,654 +91,278 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$99.7M 3,144,649 -164,804 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$91.2M 2,876,319 +56,614 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$88.2M 2,781,556 -591,931 -18%
LSV Asset Management
9
LSV Asset Management
Illinois
$77.7M 2,450,396 -120,372 -5%
Norges Bank
10
Norges Bank
Norway
$77M 2,426,700 +2,426,700 New
Northern Trust
11
Northern Trust
Illinois
$76.7M 2,419,607 -217,661 -8%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$70.6M 2,229,945 -43,115 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$66.2M 2,088,833 -29,548 -1%
Charles Schwab
14
Charles Schwab
California
$66.2M 2,086,541 -37,379 -2%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$66M 2,080,200 -274,800 -12%
Citadel Advisors
16
Citadel Advisors
Florida
$61.9M 1,950,502 -804,661 -29%
Goldman Sachs
17
Goldman Sachs
New York
$57.9M 1,826,288 +269,473 +17%
HAI
18
Hennessy Advisors Inc
California
$54.2M 1,708,900 +1,708,900 New
Invesco
19
Invesco
Georgia
$50.5M 1,591,977 -180,162 -10%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$48.9M 1,543,624 +708,584 +85%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$48.3M 1,522,195 +1,142,759 +301%
Two Sigma Investments
22
Two Sigma Investments
New York
$40.8M 1,286,396 -455,535 -26%
First Trust Advisors
23
First Trust Advisors
Illinois
$39.9M 1,258,512 +436,462 +53%
UBS Group
24
UBS Group
Switzerland
$35.9M 1,132,505 +301,943 +36%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$35.5M 1,118,235 +49,496 +5%
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