We are live on ! Find out more
LIND icon

Lindblad Expeditions
LIND

101 hedge funds and large institutions have $300M invested in Lindblad Expeditions in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $809K

5.7% more ownership

Funds ownership: 66.93% → 72.63% (+5.7%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 107 → 101 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

42% less capital invested

Capital invested by funds: $513M → $300M (-$213M)

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
37
Reduced
35
Closed
18
Calls
$1.23M
Puts
$809K
Net Calls
+$425K
Net Calls Change
-$43K

Top Buyers

1
AI
Ariel Investments
Illinois
+$32.2M
2
DCP
Durable Capital Partners
Maryland
+$26M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$7.27M
4
MPAM
Monarch Partners Asset Management
Massachusetts
+$3.99M
5
Principal Financial Group
Principal Financial Group
Iowa
+$3.58M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.5M
2
DCM
Driehaus Capital Management
Illinois
-$9.58M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.17M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$5.45M
5
LCG
Lisanti Capital Growth
New York
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$323K +$520K +39,886 New
UBS AM
52
UBS AM
Illinois
$322K +$57.3K +4,401 +12%
Goldman Sachs
53
Goldman Sachs
New York
$313K -$126K -9,642 -20%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$293K – – –
Deutsche Bank
55
Deutsche Bank
Germany
$256K -$41.2K -3,159 -9%
TIM
56
Triad Investment Management
California
$256K – – –
CAM
57
Cacti Asset Management
Georgia
$243K +$261K +20,000 +200%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$241K -$285K -21,900 -42%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$241K +$350K +26,869 +931%
E
60
Ergoteles
New York
$224K +$360K +27,663 New
William Blair & Company
61
William Blair & Company
Illinois
$207K +$334K +25,600 New
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$179K -$586 -45 -0.2%
HCM
63
Hollencrest Capital Management
California
$159K -$150K -11,491 -37%
VW
64
Vantage Wealth
California
$146K +$235K +18,000 New
JP Morgan Chase
65
JP Morgan Chase
New York
$142K +$37.2K +2,858 +20%
MIM
66
MetLife Investment Management
New Jersey
$138K – – –
AllianceBernstein
67
AllianceBernstein
Tennessee
$127K – – –
AIG
68
American International Group
New York
$122K -$1.9K -146 -1%
Marshall Wace
69
Marshall Wace
United Kingdom
$118K +$189K +14,500 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108K +$6.06K +465 +4%
LPL Financial
71
LPL Financial
California
$108K -$26.1K -2,000 -13%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$107K -$8.99K -690 -5%
Ensign Peak Advisors
73
Ensign Peak Advisors
Utah
$102K – – –
Boston Partners
74
Boston Partners
Massachusetts
$97K -$16.7K -1,281 -10%
Invesco
75
Invesco
Georgia
$91K -$23.4K -1,794 -14%
1 2
3
4 5

LIND Hedge Fund Activity: Q2 2022 in Review

101 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2022, worth a combined $300M — down 42% from $513M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LIND and 14 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 37 added.

The largest buyer was Ariel Investments, adding an estimated $32.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $10.5M sold.

  • 101 institutional investors held Lindblad Expeditions (LIND) as of Q2 2022, down from 107 in Q1 2022.
  • Funds reported $300M of Lindblad Expeditions stock for Q2 2022, down 42% quarter-over-quarter.
  • 14 funds opened new Lindblad Expeditions positions in Q2 2022 and 18 closed out, a net change of -4 holders.
  • The largest Lindblad Expeditions buyer in Q2 2022 was Ariel Investments, an estimated $32.2M added.
  • The largest Lindblad Expeditions seller in Q2 2022 was Lord, Abbett & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.