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Lindblad Expeditions

137 hedge funds and large institutions have $316M invested in Lindblad Expeditions in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $671K | Put options by funds: $566K

5% more funds holding

Funds holding: 130137 (+7)

1% more capital invested

Capital invested by funds: $314M → $316M (+$2.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.41% less ownership

Funds ownership: 62.61%61.2% (-1.4%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
57
Reduced
33
Closed
17
Calls
$671K
Puts
$566K
Net Calls
+$105K
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$565K -$7.75K -1,000 -2%
Squarepoint
52
Squarepoint
New York
$552K -$251K -32,437 -36%
CSS
53
Cubist Systematic Strategies
Connecticut
$519K +$416K +53,744 New
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$505K -$121K -15,669 -23%
NIM
55
Needham Investment Management
New York
$504K +$405K +52,223 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$500K -$19.4K -2,498 -5%
YIH
57
Y-Intercept (HK)
Hong Kong
$498K +$291K +37,537 +266%
ECM
58
ExodusPoint Capital Management
New York
$486K -$592K -76,360 -60%
AllianceBernstein
59
AllianceBernstein
Tennessee
$454K +$59.6K +7,700 +20%
Jane Street
60
Jane Street
New York
$441K +$255K +32,867 +257%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$421K
SPA
62
Sherbrooke Park Advisers
New York
$415K +$333K +43,011 New
Bank of America
63
Bank of America
North Carolina
$406K +$40.8K +5,272 +14%
CAM
64
Cacti Asset Management
Georgia
$393K
Renaissance Technologies
65
Renaissance Technologies
New York
$383K +$128K +16,500 +71%
BCI
66
Brinker Capital Investments
Pennsylvania
$354K +$89.1K +11,507 +46%
OPS
67
Orion Portfolio Solutions
Nebraska
$354K +$89.1K +11,507 +46%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$350K +$12.5K +1,611 +5%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$345K +$143K +18,420 +106%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$344K +$273K +35,261 New
GCP
71
GSA Capital Partners
United Kingdom
$335K -$110K -14,209 -29%
Invesco
72
Invesco
Georgia
$327K +$168K +21,713 +178%
BRIA
73
Balanced Rock Investment Advisors
Massachusetts
$309K -$8.99K -1,160 -3%
NRD
74
Nebula Research & Development
New York
$309K +$153K +19,791 +162%
GCM
75
Graham Capital Management
Connecticut
$292K +$72.1K +9,313 +44%

LIND Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2024, worth a combined $316M — up 0.83% from $314M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LIND positions and 17 closed out — a net gain of 8 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Anchor Capital Management Company, adding an estimated $3.48M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $7.79M.

  • 137 institutional investors held Lindblad Expeditions (LIND) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $316M of Lindblad Expeditions stock for Q2 2024, up 0.83% quarter-over-quarter.
  • 25 funds opened new Lindblad Expeditions positions in Q2 2024 and 17 closed out, a net change of +8 holders.
  • The largest Lindblad Expeditions buyer in Q2 2024 was Anchor Capital Management Company, an estimated $3.48M added.
  • The largest Lindblad Expeditions seller in Q2 2024 was Gilder Gagnon Howe & Co, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2024.