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Lindblad Expeditions
LIND

91 hedge funds and large institutions have $368M invested in Lindblad Expeditions in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

18% more capital invested

Capital invested by funds: $311M → $368M (+$57.5M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1.58% more ownership

Funds ownership: 52.62% → 54.19% (+1.6%)

1% more funds holding

Funds holding: 90 → 91 (+1)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
30
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
Fred Alger Management
New York
+$6.98M
2
HM
HCSF Management
California
+$6.37M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$2.49M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.85M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.73M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$5.2M
2
EIP
Epoch Investment Partners
New York
-$4.05M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.05M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.29M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$488K – – –
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$488K +$3.06K +216 +0.7%
OAM
53
Oxford Asset Management
United Kingdom
$485K -$745K -52,599 -62%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$477K +$455K +32,106 New
Invesco
55
Invesco
Georgia
$473K +$37.8K +2,668 +9%
SEI Investments
56
SEI Investments
Pennsylvania
$407K +$357K +25,191 +1,154%
Goldman Sachs
57
Goldman Sachs
New York
$394K -$477K -33,649 -56%
CAM
58
Cacti Asset Management
Georgia
$368K +$354K +25,000 New
ARTA
59
A.R.T. Advisors
New York
$367K +$351K +24,743 New
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$366K +$349K +24,630 New
Barclays
61
Barclays
United Kingdom
$360K +$163K +11,511 +91%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$354K – – –
CS
63
Credit Suisse
Switzerland
$349K -$3.03K -214 -0.9%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$270K -$18.8K -1,325 -7%
Two Sigma Investments
65
Two Sigma Investments
New York
$256K -$860K -60,689 -78%
Millennium Management
66
Millennium Management
New York
$244K +$232K +16,398 New
PAM
67
Panagora Asset Management
Massachusetts
$243K +$232K +16,358 New
SIM
68
Spark Investment Management
New York
$237K -$203K -14,300 -47%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$223K +$213K +15,018 New
SAM
70
Sawgrass Asset Management
Florida
$222K +$211K +14,915 New
AIG
71
American International Group
New York
$210K +$3.61K +255 +2%
PPA
72
Parametric Portfolio Associates
Washington
$210K +$11.1K +784 +6%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$199K – – –
CCA
74
Covey Capital Advisors
Georgia
$195K – – –
Squarepoint
75
Squarepoint
New York
$175K -$40.1K -2,831 -19%
1 2
3
4 5

LIND Hedge Fund Activity: Q3 2018 in Review

91 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2018, worth a combined $368M — up 18% from $311M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LIND positions and 14 closed out — a net gain of 2 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Fred Alger Management, opening a new position worth an estimated $6.98M. The largest seller was Rutabaga Capital Management, cutting an estimated $5.2M.

  • 91 institutional investors held Lindblad Expeditions (LIND) as of Q3 2018, up from 90 in Q2 2018.
  • Funds reported $368M of Lindblad Expeditions stock for Q3 2018, up 18% quarter-over-quarter.
  • 16 funds opened new Lindblad Expeditions positions in Q3 2018 and 14 closed out, a net change of +2 holders.
  • The largest Lindblad Expeditions buyer in Q3 2018 was Fred Alger Management, an estimated $6.98M added.
  • The largest Lindblad Expeditions seller in Q3 2018 was Rutabaga Capital Management, an estimated $5.2M sold.

Based on aggregated 13F filings for Q3 2018.