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Lindblad Expeditions
LIND

108 hedge funds and large institutions have $475M invested in Lindblad Expeditions in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,562% more call options, than puts

Call options by funds: $5.7M | Put options by funds: $214K

176% more capital invested

Capital invested by funds: $172M → $475M (+$303M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14.78% more ownership

Funds ownership: 40.87% → 55.66% (+15%)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding

Funds holding: 108 → 108 (0)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
23
Reduced
43
Closed
20
Calls
$5.7M
Puts
$214K
Net Calls
+$5.48M
Net Calls Change
+$7.45M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.6M
2
Fidelity International
Fidelity International
Bermuda
+$15.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$10.4M
4
NCGI
Next Century Growth Investors
Minnesota
+$6.27M
5
AI
Aperture Investors
New York
+$5.68M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$9.02M
2
DFAM
Deep Field Asset Management
California
-$6.88M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.79M
4
RCM
Rutabaga Capital Management
Massachusetts
-$2.59M
5
CS
Credit Suisse
Switzerland
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
26
Berylson Capital Partners
Massachusetts
$3.12M – – –
DCP
27
Durable Capital Partners
Maryland
$2.91M +$1.94M +169,738 New
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.59M +$1.74M +151,508 New
CTA
29
Carillon Tower Advisers
Florida
$2.58M -$83.6K -7,300 -5%
Ameriprise
30
Ameriprise
Minnesota
$2.54M +$166K +14,493 +11%
HAIM
31
Hunter Associates Investment Management
Pennsylvania
$2.33M +$172K +15,000 +12%
FC
32
Fairpointe Capital
Illinois
$2.23M +$67.5K +5,893 +5%
Morgan Stanley
33
Morgan Stanley
New York
$2.17M -$58.3K -5,092 -4%
Invesco
34
Invesco
Georgia
$2M +$1.13M +98,461 +529%
PPA
35
Parametric Portfolio Associates
Washington
$1.73M -$10.1K -885 -0.9%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.67M -$117K -10,245 -9%
N
37
Nuveen
North Carolina
$1.62M -$272K -23,722 -20%
ODCM
38
Old Dominion Capital Management
Virginia
$1.59M -$32.2K -2,813 -3%
Citadel Advisors
39
Citadel Advisors
Florida
$1.23M -$437K -38,167 -35%
HF
40
HRT Financial
New York
$1.14M -$359K -31,338 -32%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.14M – – –
CAM
42
Connacht Asset Management
New York
$1.14M +$761K +66,450 New
Victory Capital Management
43
Victory Capital Management
Texas
$1.11M -$42.4K -3,700 -5%
PCM
44
Penn Capital Management
Pennsylvania
$1.07M +$718K +62,727 New
LWCFA
45
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M +$7.83K +684 +1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$918K -$12.6K -1,100 -2%
IA
47
IndexIQ Advisors
New York
$860K +$59.4K +5,186 +12%
LPL Financial
48
LPL Financial
California
$851K -$17.2K -1,500 -3%
CAM
49
Cresset Asset Management
Illinois
$797K +$57.3K +5,000 +12%
Squarepoint
50
Squarepoint
New York
$719K +$133K +11,582 +38%
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LIND Hedge Fund Activity: Q4 2020 in Review

108 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2020, worth a combined $475M — up 176% from $172M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LIND positions and 20 closed out — a net gain of 2 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $53.6M. The largest seller was Select Equity Group, exiting entirely with an estimated $9.02M sold.

  • 108 institutional investors held Lindblad Expeditions (LIND) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $475M of Lindblad Expeditions stock for Q4 2020, up 176% quarter-over-quarter.
  • 22 funds opened new Lindblad Expeditions positions in Q4 2020 and 20 closed out, a net change of +2 holders.
  • The largest Lindblad Expeditions buyer in Q4 2020 was Fidelity Investments, an estimated $53.6M added.
  • The largest Lindblad Expeditions seller in Q4 2020 was Select Equity Group, an estimated $9.02M sold.

Based on aggregated 13F filings for Q4 2020.