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Lindblad Expeditions
LIND

108 hedge funds and large institutions have $475M invested in Lindblad Expeditions in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,562% more call options, than puts

Call options by funds: $5.7M | Put options by funds: $214K

176% more capital invested

Capital invested by funds: $172M → $475M (+$303M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14.78% more ownership

Funds ownership: 40.87% → 55.66% (+15%)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding

Funds holding: 108 → 108 (0)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
23
Reduced
43
Closed
20
Calls
$5.7M
Puts
$214K
Net Calls
+$5.48M
Net Calls Change
+$7.45M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.6M
2
Fidelity International
Fidelity International
Bermuda
+$15.3M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$10.4M
4
NCGI
Next Century Growth Investors
Minnesota
+$6.27M
5
AI
Aperture Investors
New York
+$5.68M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$9.02M
2
DFAM
Deep Field Asset Management
California
-$6.88M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.79M
4
RCM
Rutabaga Capital Management
Massachusetts
-$2.59M
5
CS
Credit Suisse
Switzerland
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
101
Childress Capital Advisors
Texas
$7K +$4.9K +428 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$4K – – –
US Bancorp
103
US Bancorp
Minnesota
$4K +$2.65K +231 New
QCG
104
Quadrant Capital Group
Ohio
$3K +$653 +57 +40%
S
105
SignatureFD
Georgia
$2K – – –
LC
106
Lindbrook Capital
California
$2K +$1.37K +120 New
AIG
107
American International Group
New York
$256 -$4.92K -430 -3%
Select Equity Group
108
Select Equity Group
New York
– -$9.02M -1,060,410 Closed
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
– -$3.79M -444,771 Closed
Russell Investments Group
110
Russell Investments Group
United Kingdom
– -$2.08M -244,504 Closed
MPAM
111
Monarch Partners Asset Management
Massachusetts
– -$1.31M -153,422 Closed
WG
112
Winton Group
United Kingdom
– -$637K -74,835 Closed
Stifel Financial
113
Stifel Financial
Missouri
– -$345K -40,502 Closed
Boston Partners
114
Boston Partners
Massachusetts
– -$306K -35,921 Closed
Two Sigma Advisers
115
Two Sigma Advisers
New York
– -$270K -31,700 Closed
PAM
116
Panagora Asset Management
Massachusetts
– -$269K -31,561 Closed
TAM
117
Tocqueville Asset Management
New York
– -$255K -30,000 Closed
ECM
118
ExodusPoint Capital Management
New York
– -$191K -22,434 Closed
JG
119
Jefferies Group
New York
– -$178K -20,901 Closed
BCM
120
Brasada Capital Management
Texas
– -$145K -17,000 Closed
Nomura Holdings
121
Nomura Holdings
Japan
– -$146K -17,000 Closed
SPM
122
Saddle Point Management
New York
– -$136K -16,000 Closed
HSBC Holdings
123
HSBC Holdings
United Kingdom
– -$133K -15,442 Closed
Renaissance Technologies
124
Renaissance Technologies
New York
– -$124K -14,600 Closed
WC
125
Wexford Capital
Florida
– -$66K -7,800 Closed
2 3 4
5
6

LIND Hedge Fund Activity: Q4 2020 in Review

108 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2020, worth a combined $475M — up 176% from $172M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LIND positions and 20 closed out — a net gain of 2 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $53.6M. The largest seller was Select Equity Group, exiting entirely with an estimated $9.02M sold.

  • 108 institutional investors held Lindblad Expeditions (LIND) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $475M of Lindblad Expeditions stock for Q4 2020, up 176% quarter-over-quarter.
  • 22 funds opened new Lindblad Expeditions positions in Q4 2020 and 20 closed out, a net change of +2 holders.
  • The largest Lindblad Expeditions buyer in Q4 2020 was Fidelity Investments, an estimated $53.6M added.
  • The largest Lindblad Expeditions seller in Q4 2020 was Select Equity Group, an estimated $9.02M sold.

Based on aggregated 13F filings for Q4 2020.