Lindblad Expeditions
LIND
130 hedge funds and large institutions have $381M invested in Lindblad Expeditions in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
61% more capital invested
Capital invested by funds: $237M → $381M (+$144M)
25% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 40
7% more funds holding
Funds holding: 122 → 130 (+8)
1.56% more ownership
Funds ownership: 61.79% → 63.35% (+1.6%)
27% less call options, than puts
Call options by funds: $408K | Put options by funds: $558K
Top Buyers
| 1 |
Millennium Management
New York
|
+$3.35M |
| 2 |
FG
Formula Growth
Montreal,
Quebec, Canada
|
+$3.15M |
| 3 |
Morgan Stanley
New York
|
+$2.18M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.13M |
| 5 |
BlackRock
New York
|
+$1.14M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.24M |
| 2 |
AI
Aperture Investors
New York
|
-$4.49M |
| 3 |
FAM
Fred Alger Management
New York
|
-$1.45M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$740K |
| 5 |
JP Morgan Chase
New York
|
-$670K |
LIND Hedge Fund Activity: Q4 2023 in Review
130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2023, worth a combined $381M — up 61% from $237M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LIND positions and 11 closed out — a net gain of 9 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Millennium Management, adding an estimated $3.35M. The largest seller was Fidelity Investments, cutting an estimated $7.24M.
- 130 institutional investors held Lindblad Expeditions (LIND) as of Q4 2023, up from 122 in Q3 2023.
- Funds reported $381M of Lindblad Expeditions stock for Q4 2023, up 61% quarter-over-quarter.
- 20 funds opened new Lindblad Expeditions positions in Q4 2023 and 11 closed out, a net change of +9 holders.
- The largest Lindblad Expeditions buyer in Q4 2023 was Millennium Management, an estimated $3.35M added.
- The largest Lindblad Expeditions seller in Q4 2023 was Fidelity Investments, an estimated $7.24M sold.
Based on aggregated 13F filings for Q4 2023.