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Lindblad Expeditions
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70 hedge funds and large institutions have $190M invested in Lindblad Expeditions in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43.89% more ownership

Funds ownership: 0% → 43.89% (+44%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $177M → $190M (+$13.8M)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

3% less funds holding

Funds holding: 72 → 70 (-2)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
24
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.95M
2
Brown Advisory
Brown Advisory
Maryland
+$940K
3
BFA
BlackRock Fund Advisors
California
+$756K
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$653K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$408K

Top Sellers

1
IGIM
I.G. Investment Management
Manitoba, Canada
-$2.77M
2
GC
Gratia Capital
California
-$1.86M
3
Bank of America
Bank of America
North Carolina
-$894K
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$457K
5
Citadel Advisors
Citadel Advisors
Florida
-$422K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
76
UBS AM
Illinois
– -$95K -10,603 Closed
SO
77
STRS Ohio
Ohio
– -$42K -4,700 Closed
BJ
78
BlackRock Japan
Japan
– -$19K -2,108 Closed
1 2 3
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