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Lindblad Expeditions
LIND

96 hedge funds and large institutions have $504M invested in Lindblad Expeditions in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

55% more call options, than puts

Call options by funds: $5.47M | Put options by funds: $3.52M

3.93% more ownership

Funds ownership: 58.93% → 62.86% (+3.9%)

7% less funds holding

Funds holding: 103 → 96 (-7)

9% less capital invested

Capital invested by funds: $556M → $504M (-$51.4M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
43
Reduced
25
Closed
16
Calls
$5.47M
Puts
$3.52M
Net Calls
+$1.94M
Net Calls Change
-$2.91M

Top Buyers

1
GGHC
Gilder Gagnon Howe & Co
New York
+$18.4M
2
Select Equity Group
Select Equity Group
New York
+$13.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.4M
4
AI
Aperture Investors
New York
+$6.43M
5
PC
Pier Capital
Connecticut
+$6.1M

Top Sellers

1
ICP
Inclusive Capital Partners
California
-$33.6M
2
Millennium Management
Millennium Management
New York
-$4.23M
3
CS
Credit Suisse
Switzerland
-$3.86M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.77M
5
EGI
EAM Global Investors
California
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
26
Hunter Associates Investment Management
Pennsylvania
$2.99M +$810K +47,900 +34%
Morgan Stanley
27
Morgan Stanley
New York
$2.81M +$296K +17,500 +11%
Ameriprise
28
Ameriprise
Minnesota
$2.59M -$156K -9,219 -5%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$2.51M -$723K -42,783 -21%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.44M +$923K +54,560 +56%
DFAM
31
Deep Field Asset Management
California
$2.37M – – –
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$2.3M -$2.03M -120,230 -46%
NIP
33
Nicholas Investment Partners
California
$2.17M +$373K +22,033 +19%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.85M -$104K -6,140 -5%
CAM
35
Connacht Asset Management
New York
$1.68M +$1.77M +104,901 New
Citadel Advisors
36
Citadel Advisors
Florida
$1.63M +$173K +10,229 +11%
PPA
37
Parametric Portfolio Associates
Washington
$1.58M -$27.6K -1,635 -2%
N
38
Nuveen
North Carolina
$1.5M -$9.71K -574 -0.6%
Bank of America
39
Bank of America
North Carolina
$1.39M +$975K +57,663 +198%
Calamos Advisors
40
Calamos Advisors
Illinois
$1.31M +$30.1K +1,782 +2%
ODCM
41
Old Dominion Capital Management
Virginia
$1.3M -$48.5K -2,869 -3%
Victory Capital Management
42
Victory Capital Management
Texas
$1.2M +$35.8K +2,115 +3%
RCM
43
Rutabaga Capital Management
Massachusetts
$1.16M – – –
CAM
44
Cresset Asset Management
Illinois
$1.14M +$324K +19,190 +37%
Stifel Financial
45
Stifel Financial
Missouri
$1.12M +$1.18M +69,915 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.06M -$42.3K -2,500 -4%
PCM
47
Penn Capital Management
Pennsylvania
$1.04M +$1.1M +64,827 New
LWCFA
48
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$960K – – –
Two Sigma Advisers
49
Two Sigma Advisers
New York
$903K +$336K +19,900 +55%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$841K +$58.4K +3,451 +7%
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LIND Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2021, worth a combined $504M — down 9.2% from $556M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LIND and 10 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 43 added.

The largest buyer was Gilder Gagnon Howe & Co, adding an estimated $18.4M. The largest seller was Inclusive Capital Partners, exiting entirely with an estimated $33.6M sold.

  • 96 institutional investors held Lindblad Expeditions (LIND) as of Q2 2021, down from 103 in Q1 2021.
  • Funds reported $504M of Lindblad Expeditions stock for Q2 2021, down 9.2% quarter-over-quarter.
  • 10 funds opened new Lindblad Expeditions positions in Q2 2021 and 16 closed out, a net change of -6 holders.
  • The largest Lindblad Expeditions buyer in Q2 2021 was Gilder Gagnon Howe & Co, an estimated $18.4M added.
  • The largest Lindblad Expeditions seller in Q2 2021 was Inclusive Capital Partners, an estimated $33.6M sold.

Based on aggregated 13F filings for Q2 2021.