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Lindblad Expeditions
LIND

130 hedge funds and large institutions have $381M invested in Lindblad Expeditions in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

61% more capital invested

Capital invested by funds: $237M → $381M (+$144M)

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

7% more funds holding

Funds holding: 122 → 130 (+8)

1.56% more ownership

Funds ownership: 61.79% → 63.35% (+1.6%)

27% less call options, than puts

Call options by funds: $408K | Put options by funds: $558K

Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
50
Reduced
40
Closed
11
Calls
$408K
Puts
$558K
Net Calls
-$150K
Net Calls Change
-$96K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$3.35M
2
FG
Formula Growth
Quebec, Canada
+$3.15M
3
Morgan Stanley
Morgan Stanley
New York
+$2.18M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.13M
5
BlackRock
BlackRock
New York
+$1.14M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.24M
2
AI
Aperture Investors
New York
-$4.49M
3
FAM
Fred Alger Management
New York
-$1.45M
4
GGHC
Gilder Gagnon Howe & Co
New York
-$740K
5
JP Morgan Chase
JP Morgan Chase
New York
-$670K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.93M +$28K +3,609 +1%
VOYA Investment Management
27
VOYA Investment Management
Georgia
$2.73M +$38.3K +4,946 +2%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.43M +$249K +32,145 +18%
UBS Group
29
UBS Group
Switzerland
$2.41M -$434K -56,051 -21%
RHJA
30
Rice Hall James & Associates
California
$2.41M -$69.7K -8,997 -4%
HAIM
31
Hunter Associates Investment Management
Pennsylvania
$2.24M -$22.2K -2,860 -1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$2.16M +$509K +65,700 +52%
AG
33
Algert Global
California
$2.15M +$703K +90,765 +91%
Goldman Sachs
34
Goldman Sachs
New York
$2.14M -$307K -39,652 -17%
Ameriprise
35
Ameriprise
Minnesota
$1.89M -$61.2K -7,900 -5%
CAM
36
Cresset Asset Management
Illinois
$1.83M -$40.8K -5,260 -3%
HAM
37
Hedges Asset Management
Nevada
$1.5M +$100K +12,900 +11%
MHP
38
Manatuck Hill Partners
Connecticut
$1.47M +$1.01M +130,000 New
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M -$100K -12,968 -9%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.4M +$62.3K +8,035 +7%
N
41
Nuveen
North Carolina
$1.26M +$13.3K +1,716 +2%
NPT
42
National Philanthropic Trust
Pennsylvania
$1.11M +$763K +98,500 New
Victory Capital Management
43
Victory Capital Management
Texas
$1.07M +$27.1K +3,500 +4%
QC
44
Quent Capital
New York
$828K – – –
Jane Street
45
Jane Street
New York
$803K +$400K +51,677 +264%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$773K -$25.9K -3,345 -5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$770K -$60.4K -7,800 -10%
CAM
48
ClariVest Asset Management
California
$751K +$12.3K +1,582 +2%
Squarepoint
49
Squarepoint
New York
$706K -$49.2K -6,348 -9%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$687K +$5.73K +740 +1%
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LIND Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2023, worth a combined $381M — up 61% from $237M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LIND positions and 11 closed out — a net gain of 9 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.35M. The largest seller was Fidelity Investments, cutting an estimated $7.24M.

  • 130 institutional investors held Lindblad Expeditions (LIND) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $381M of Lindblad Expeditions stock for Q4 2023, up 61% quarter-over-quarter.
  • 20 funds opened new Lindblad Expeditions positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest Lindblad Expeditions buyer in Q4 2023 was Millennium Management, an estimated $3.35M added.
  • The largest Lindblad Expeditions seller in Q4 2023 was Fidelity Investments, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2023.