We are live on ! Find out more
LIND icon

Lindblad Expeditions

103 hedge funds and large institutions have $556M invested in Lindblad Expeditions in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $8.78M | Put options by funds: $3.93M

17% more capital invested

Capital invested by funds: $475M → $556M (+$80.6M)

3.27% more ownership

Funds ownership: 55.66%58.93% (+3.3%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

5% less funds holding

Funds holding: 108103 (-5)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
103
Holders Change
-5
Holders Change %
-4.63%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
34
Reduced
34
Closed
26
Calls
$8.78M
Puts
$3.93M
Net Calls
+$4.85M
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$152K -$5.2K -286 -3%
SQA
77
Simon Quick Advisors
New Jersey
$149K -$21.2K -1,166 -13%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$129K +$124K +6,800 New
Osaic Holdings
79
Osaic Holdings
Arizona
$105K -$6.79K -373 -6%
Citigroup
80
Citigroup
New York
$97K -$19.1K -1,048 -17%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$91K -$3.4K -187 -4%
MIM
82
MetLife Investment Management
New Jersey
$78K -$146K -8,026 -66%
Legal & General Group
83
Legal & General Group
United Kingdom
$70K -$6.41K -352 -9%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$63.7K -$31.5K -1,732 -34%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$50K +$8.32K +457 +21%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$42K
AIP
87
Ameritas Investment Partners
Nebraska
$41K +$7.46K +410 +23%
APWA
88
Atlas Private Wealth Advisors
New Jersey
$30K +$29.1K +1,600 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$28K -$60.2K -3,309 -68%
Canada Life
90
Canada Life
Manitoba, Canada
$23K
US Bancorp
91
US Bancorp
Minnesota
$8K +$3.06K +168 +73%
QT
92
Quantbot Technologies
New York
$7K -$20K -1,100 -73%
PHK
93
Point72 Hong Kong
Hong Kong
$6K +$5.33K +293 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$4K
QCG
95
Quadrant Capital Group
Ohio
$4K
LC
96
Lindbrook Capital
California
$2K
S
97
SignatureFD
Georgia
$2K
FCB
98
First Command Bank
Texas
$2K +$2.15K +118 New
FCFS
99
First Command Financial Services
Texas
$2K +$2.15K +118 New
PA
100
Parallel Advisors
California
$1K +$855 +47 New

LIND Hedge Fund Activity: Q1 2021 in Review

103 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q1 2021, worth a combined $556M — up 17% from $475M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LIND and 24 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 34 added.

The largest buyer was Select Equity Group, opening a new position worth an estimated $18.5M. The largest seller was Fidelity International, exiting entirely with an estimated $22.8M sold.

  • 103 institutional investors held Lindblad Expeditions (LIND) as of Q1 2021, down from 108 in Q4 2020.
  • Funds reported $556M of Lindblad Expeditions stock for Q1 2021, up 17% quarter-over-quarter.
  • 24 funds opened new Lindblad Expeditions positions in Q1 2021 and 26 closed out, a net change of -2 holders.
  • The largest Lindblad Expeditions buyer in Q1 2021 was Select Equity Group, an estimated $18.5M added.
  • The largest Lindblad Expeditions seller in Q1 2021 was Fidelity International, an estimated $22.8M sold.

Based on aggregated 13F filings for Q1 2021.