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Lindblad Expeditions
LIND

107 hedge funds and large institutions have $517M invested in Lindblad Expeditions in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $2.01M

82% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 28

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $453M → $517M (+$63.4M)

5% more funds holding

Funds holding: 102 → 107 (+5)

4.05% more ownership

Funds ownership: 61.99% → 66.04% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
51
Reduced
28
Closed
10
Calls
$4.96M
Puts
$2.01M
Net Calls
+$2.95M
Net Calls Change
+$64K

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$17.6M
2
TCM
Tygh Capital Management
Oregon
+$6.65M
3
FAM
Fred Alger Management
New York
+$4.25M
4
EA
Emerald Advisers
Pennsylvania
+$2.34M
5
Invesco
Invesco
Georgia
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.76M
2
CAM
Connacht Asset Management
New York
-$2.31M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.93M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.27M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
1SAMC
51
12th Street Asset Management Company
Tennessee
$755K +$764K +48,398 New
Millennium Management
52
Millennium Management
New York
$737K -$526K -33,326 -41%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$654K +$10.5K +665 +2%
Goldman Sachs
54
Goldman Sachs
New York
$640K +$132K +8,381 +26%
LPL Financial
55
LPL Financial
California
$616K -$4.18K -265 -0.7%
Barclays
56
Barclays
United Kingdom
$581K +$390K +24,705 +197%
Deutsche Bank
57
Deutsche Bank
Germany
$574K -$202K -12,769 -26%
UBS AM
58
UBS AM
Illinois
$552K – – –
TIM
59
Triad Investment Management
California
$520K +$526K +33,313 New
HCM
60
Hollencrest Capital Management
California
$484K +$35.9K +2,272 +8%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$430K +$2.1K +133 +0.5%
OFA
62
Oak Family Advisors
Illinois
$429K +$12.6K +796 +3%
HAM
63
Hedges Asset Management
Nevada
$421K +$426K +27,000 New
Two Sigma Investments
64
Two Sigma Investments
New York
$413K -$1.93M -122,033 -82%
Wells Fargo
65
Wells Fargo
California
$348K +$217K +13,765 +162%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$346K +$1.03K +65 +0.3%
PAM
67
Panagora Asset Management
Massachusetts
$343K +$30.5K +1,935 +10%
TSW
68
Thompson Siegel & Walmsley
Virginia
$311K -$392K -24,843 -55%
GIA
69
Guyasuta Investment Advisors
Pennsylvania
$289K +$292K +18,500 New
AIG
70
American International Group
New York
$254K -$7.72K -489 -3%
AllianceBernstein
71
AllianceBernstein
Tennessee
$245K – – –
BCM
72
Brasada Capital Management
Texas
$241K -$316K -20,000 -61%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$219K +$5.67K +359 +3%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$197K +$199K +12,620 New
JP Morgan Chase
75
JP Morgan Chase
New York
$189K +$8.19K +519 +4%
1 2
3
4 5

LIND Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2021, worth a combined $517M — up 14% from $453M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LIND positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 28 trimmed.

The largest buyer was Ariel Investments, opening a new position worth an estimated $17.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $3.76M.

  • 107 institutional investors held Lindblad Expeditions (LIND) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $517M of Lindblad Expeditions stock for Q4 2021, up 14% quarter-over-quarter.
  • 16 funds opened new Lindblad Expeditions positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest Lindblad Expeditions buyer in Q4 2021 was Ariel Investments, an estimated $17.6M added.
  • The largest Lindblad Expeditions seller in Q4 2021 was Dimensional Fund Advisors, an estimated $3.76M sold.

Based on aggregated 13F filings for Q4 2021.