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Lindblad Expeditions
LIND

115 hedge funds and large institutions have $372M invested in Lindblad Expeditions in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $389K

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $336M → $372M (+$35.7M)

1.51% less ownership

Funds ownership: 66.18% → 64.66% (-1.5%)

5% less funds holding

Funds holding: 121 → 115 (-6)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
51
Reduced
31
Closed
16
Calls
$1.24M
Puts
$389K
Net Calls
+$849K
Net Calls Change
-$5.13M

Top Buyers

1
BDF
Black Diamond Financial
Maryland
+$8.87M
2
PA
Pinnacle Associates
New York
+$5.62M
3
Franklin Resources
Franklin Resources
California
+$5.38M
4
PC
Pier Capital
Connecticut
+$3.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.81M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
2
EA
Emerald Advisers
Pennsylvania
-$8.89M
3
NCGI
Next Century Growth Investors
Minnesota
-$7.24M
4
Millennium Management
Millennium Management
New York
-$4.27M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
51
Trexquant Investment
Connecticut
$735K +$79.2K +7,711 +13%
CAM
52
ClariVest Asset Management
California
$707K +$121K +11,748 +22%
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$694K +$656K +63,818 New
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$653K -$138K -13,402 -18%
LWCFA
55
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$616K -$40.6K -3,950 -7%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$545K -$23.7K -2,304 -4%
MC
57
Moors & Cabot
Massachusetts
$533K +$258K +25,150 +105%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$457K -$8.08K -787 -2%
CAM
59
Cacti Asset Management
Georgia
$435K – – –
Ensign Peak Advisors
60
Ensign Peak Advisors
Utah
$402K – – –
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$398K +$35.7K +3,476 +10%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$380K – – –
Russell Investments Group
63
Russell Investments Group
United Kingdom
$359K +$58K +5,649 +21%
CS
64
Credit Suisse
Switzerland
$348K -$117K -11,400 -26%
AllianceBernstein
65
AllianceBernstein
Tennessee
$331K +$147K +14,340 +89%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$328K +$310K +30,145 New
Walleye Capital
67
Walleye Capital
New York
$311K +$137K +13,364 +88%
JP Morgan Chase
68
JP Morgan Chase
New York
$307K +$14.2K +1,387 +5%
Legal & General Group
69
Legal & General Group
United Kingdom
$291K +$139K +13,510 +102%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$284K +$268K +26,073 New
OFA
71
Oak Family Advisors
Illinois
$283K +$19.5K +1,897 +8%
Jane Street
72
Jane Street
New York
$256K +$4.75K +462 +2%
Squarepoint
73
Squarepoint
New York
$255K +$32.1K +3,126 +15%
Renaissance Technologies
74
Renaissance Technologies
New York
$255K +$240K +23,400 New
UBS AM
75
UBS AM
Illinois
$216K – – –
1 2
3
4 5

LIND Hedge Fund Activity: Q2 2023 in Review

115 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2023, worth a combined $372M — up 11% from $336M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LIND and 10 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 51 added.

The largest buyer was Black Diamond Financial, adding an estimated $8.87M. The largest seller was Fidelity Investments, cutting an estimated $20.1M.

  • 115 institutional investors held Lindblad Expeditions (LIND) as of Q2 2023, down from 121 in Q1 2023.
  • Funds reported $372M of Lindblad Expeditions stock for Q2 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Lindblad Expeditions positions in Q2 2023 and 16 closed out, a net change of -6 holders.
  • The largest Lindblad Expeditions buyer in Q2 2023 was Black Diamond Financial, an estimated $8.87M added.
  • The largest Lindblad Expeditions seller in Q2 2023 was Fidelity Investments, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2023.