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Lindblad Expeditions

137 hedge funds and large institutions have $316M invested in Lindblad Expeditions in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $671K | Put options by funds: $566K

5% more funds holding

Funds holding: 130137 (+7)

1% more capital invested

Capital invested by funds: $314M → $316M (+$2.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.41% less ownership

Funds ownership: 62.61%61.2% (-1.4%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
57
Reduced
33
Closed
17
Calls
$671K
Puts
$566K
Net Calls
+$105K
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$2.1M -$96.1K -12,400 -5%
Millennium Management
27
Millennium Management
New York
$1.9M -$482K -62,254 -24%
HAM
28
Hedges Asset Management
Nevada
$1.89M +$302K +39,000 +25%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.87M +$938K +121,129 +166%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.76M -$185K -23,854 -12%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$1.59M +$163K +21,078 +15%
Norges Bank
32
Norges Bank
Norway
$1.44M +$1.16M +149,200 New
Goldman Sachs
33
Goldman Sachs
New York
$1.41M +$63.6K +8,211 +6%
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.38M +$158K +20,405 +17%
N
35
Nuveen
North Carolina
$1.36M +$224K +28,880 +26%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.05M +135,098 +5,338%
Ameriprise
37
Ameriprise
Minnesota
$1.28M -$199K -25,651 -16%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.26M +$1.01M +130,101 New
PAM
39
Panagora Asset Management
Massachusetts
$1.19M +$516K +66,595 +117%
AG
40
Algert Global
California
$1.17M +$184K +23,806 +24%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.12M +$43.1K +5,569 +5%
NPT
42
National Philanthropic Trust
Pennsylvania
$951K
Victory Capital Management
43
Victory Capital Management
Texas
$930K +$24K +3,100 +3%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$907K +$256K +33,060 +54%
CAM
45
Cresset Asset Management
Illinois
$863K -$194K -25,027 -22%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$805K +$646K +83,431 New
Swiss National Bank
47
Swiss National Bank
Switzerland
$711K +$41.1K +5,300 +8%
QC
48
Quent Capital
New York
$709K
UBS AM
49
UBS AM
Illinois
$625K +$196K +25,306 +64%
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$607K

LIND Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2024, worth a combined $316M — up 0.83% from $314M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LIND positions and 17 closed out — a net gain of 8 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Anchor Capital Management Company, adding an estimated $3.48M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $7.79M.

  • 137 institutional investors held Lindblad Expeditions (LIND) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $316M of Lindblad Expeditions stock for Q2 2024, up 0.83% quarter-over-quarter.
  • 25 funds opened new Lindblad Expeditions positions in Q2 2024 and 17 closed out, a net change of +8 holders.
  • The largest Lindblad Expeditions buyer in Q2 2024 was Anchor Capital Management Company, an estimated $3.48M added.
  • The largest Lindblad Expeditions seller in Q2 2024 was Gilder Gagnon Howe & Co, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2024.