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Lindblad Expeditions

129 hedge funds and large institutions have $380M invested in Lindblad Expeditions in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
19
Increased
50
Reduced
40
Closed
11
Calls
$408K
Puts
$558K
Net Calls
-$150K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
51
Barclays
United Kingdom
$619K +$479K +42,460 +342%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$613K +$33.9K +3,011 +6%
MC
53
Moors & Cabot
Massachusetts
$558K +$73.3K +6,500 +15%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$526K +$211K +18,769 +67%
LWCFA
55
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$523K
Russell Investments Group
56
Russell Investments Group
United Kingdom
$519K +$103K +9,105 +25%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$517K +$101K +8,950 +24%
OQS
58
Occudo Quantitative Strategies
Florida
$512K +$221K +19,639 +76%
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$499K +$156K +13,868 +46%
Bank of America
60
Bank of America
North Carolina
$475K -$622K -55,222 -57%
CAM
61
Cacti Asset Management
Georgia
$473K +$17.1K +1,500 +4%
UBS AM
62
UBS AM
Illinois
$444K
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$412K -$19.2K -1,705 -4%
XT
64
XTX Topco
Cayman Islands
$408K +$408K +36,174 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$389K +$45.8K +4,060 +13%
BRIA
66
Balanced Rock Investment Advisors
Massachusetts
$381K +$381K +33,766 New
Natixis Advisors
67
Natixis Advisors
Massachusetts
$337K +$24K +2,139 +8%
CS
68
Credit Suisse
Switzerland
$304K -$35.7K -3,171 -11%
Legal & General Group
69
Legal & General Group
United Kingdom
$298K
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$292K -$476K -42,222 -62%
AQR Capital Management
71
AQR Capital Management
Connecticut
$277K +$105K +9,336 +61%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$271K -$975K -86,472 -78%
OFA
73
Oak Family Advisors
Illinois
$256K +$620 +55 +0.2%
OPS
74
Orion Portfolio Solutions
Nebraska
$254K +$590 +58 +0.2%
BCI
75
Brinker Capital Investments
Pennsylvania
$254K +$590 +58 +0.2%