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Lindblad Expeditions
LIND

Overview Fund Activity

117 hedge funds and large institutions have $267M invested in Lindblad Expeditions in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
44
Reduced
33
Closed
18
Calls
$66K
Puts
$467K
Net Calls
-$401K
Net Calls Change
-$132K

Top Buyers

1
AI
1
Ariel Investments
Illinois
$49.2M
2
RHJA
2
Rice Hall James & Associates
California
$1.92M
3
AI
3
Aperture Investors
New York
$12.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$1.6M
5
RA
5
Royce & Associates
New York
$9.42M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$42.6M
3
PC
3
Pier Capital
Connecticut
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$4.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$15.2K – – –
AssetMark Inc
102
AssetMark Inc
California
$14.1K +$2.79K +362 +25%
MA
103
MCF Advisors
Kentucky
$13.2K +$439 +57 +3%
Canada Life
104
Canada Life
Manitoba, Canada
$9K – – –
QL
105
Quarry LP
New York
$8.66K +$8.66K +1,124 New
Citigroup
106
Citigroup
New York
$8.37K -$1.84K -239 -18%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$7K – – –
CHA
108
Carmichael Hill & Associates
Maryland
$4.81K – – –
CCA
109
Column Capital Advisors
Indiana
$3.23K +$3.08K +400 +2,000%
QCG
110
Quadrant Capital Group
Ohio
$2.09K -$1.2K -156 -36%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.73K – – –
BIA
112
Bell Investment Advisors
California
$516 +$516 +67 New
Dimensional Fund Advisors
113
Dimensional Fund Advisors
Texas
$379 – – –
Group One Trading
114
Group One Trading
Illinois
$370 +$370 +48 New
KFS
115
Kelly Financial Services
Massachusetts
$262 – – –
S
116
SignatureFD
Georgia
$131 -$247 -32 -65%
Select Equity Group
117
Select Equity Group
New York
– -$10.9M -1,616,385 Closed
PC
118
Pier Capital
Connecticut
– -$2.72M -402,638 Closed
VI
119
Versor Investments
New York
– -$349K -51,600 Closed
Russell Investments Group
120
Russell Investments Group
United Kingdom
– -$272K -40,384 Closed
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
– -$245K -36,200 Closed
William Blair & Company
122
William Blair & Company
Illinois
– -$173K -25,600 Closed
HCM
123
Hollencrest Capital Management
California
– -$122K -17,996 Closed
Squarepoint
124
Squarepoint
New York
– -$119K -17,590 Closed
Baird Financial Group
125
Baird Financial Group
Wisconsin
– -$84K -12,500 Closed
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5
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