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Lindblad Expeditions

107 hedge funds and large institutions have $517M invested in Lindblad Expeditions in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $2.01M

82% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 28

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $453M → $517M (+$63.4M)

5% more funds holding

Funds holding: 102107 (+5)

4.05% more ownership

Funds ownership: 61.99%66.04% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
107
Holders Change
+5
Holders Change %
+4.9%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
51
Reduced
28
Closed
10
Calls
$4.96M
Puts
$2.01M
Net Calls
+$2.95M
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
76
MetLife Investment Management
New Jersey
$171K +$83.7K +5,300 +94%
KJHP
77
K.J. Harrison & Partners
Ontario, Canada
$169K +$170K +10,800 New
Legal & General Group
78
Legal & General Group
United Kingdom
$157K +$1.28K +81 +0.8%
CAM
79
Cacti Asset Management
Georgia
$156K
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$137K +$37.7K +2,388 +37%
Citigroup
81
Citigroup
New York
$130K +$69K +4,370 +110%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$119K +$58.5K +3,705 +95%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$97K +$62.9K +3,982 +178%
Osaic Holdings
84
Osaic Holdings
Arizona
$96K +$3.33K +211 +4%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$91.1K -$42.7K -2,706 -32%
SQA
86
Simon Quick Advisors
New Jersey
$86K -$37.5K -2,377 -30%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$74K
Simplex Trading
88
Simplex Trading
Illinois
$49K +$26K +1,650 +111%
AHIA
89
Andrew Hill Investment Advisors
Florida
$46K +$47.4K +3,001 New
ACM
90
Aquatic Capital Management
Illinois
$37K +$37.9K +2,400 New
AIP
91
Ameritas Investment Partners
Nebraska
$34K
US Bancorp
92
US Bancorp
Minnesota
$34K +$2.78K +176 +9%
TRCT
93
Tower Research Capital (TRC)
New York
$29K -$8.19K -519 -22%
Canada Life
94
Canada Life
Manitoba, Canada
$19K
SPIA
95
Steward Partners Investment Advisory
New York
$16K +$3.16K +200 +25%
QCG
96
Quadrant Capital Group
Ohio
$15K +$10.5K +666 +251%
PA
97
Parallel Advisors
California
$13K +$1.41K +89 +12%
OF
98
Outfitter Financial
Maine
$8K +$7.89K +500 New
S
99
SignatureFD
Georgia
$7K +$5.49K +348 +359%
QT
100
Quantbot Technologies
New York
$5K -$12.6K -800 -68%

LIND Hedge Fund Activity: Q4 2021 in Review

107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2021, worth a combined $517M — up 14% from $453M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LIND positions and 10 closed out — a net gain of 6 holders — while 51 added to existing stakes and 28 trimmed.

The largest buyer was Ariel Investments, opening a new position worth an estimated $17.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $3.76M.

  • 107 institutional investors held Lindblad Expeditions (LIND) as of Q4 2021, up from 102 in Q3 2021.
  • Funds reported $517M of Lindblad Expeditions stock for Q4 2021, up 14% quarter-over-quarter.
  • 16 funds opened new Lindblad Expeditions positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest Lindblad Expeditions buyer in Q4 2021 was Ariel Investments, an estimated $17.6M added.
  • The largest Lindblad Expeditions seller in Q4 2021 was Dimensional Fund Advisors, an estimated $3.76M sold.

Based on aggregated 13F filings for Q4 2021.