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Lindblad Expeditions
LIND

115 hedge funds and large institutions have $372M invested in Lindblad Expeditions in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $389K

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $336M → $372M (+$35.7M)

1.51% less ownership

Funds ownership: 66.18% → 64.66% (-1.5%)

5% less funds holding

Funds holding: 121 → 115 (-6)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
51
Reduced
31
Closed
16
Calls
$1.24M
Puts
$389K
Net Calls
+$849K
Net Calls Change
-$5.13M

Top Buyers

1
BDF
Black Diamond Financial
Maryland
+$8.87M
2
PA
Pinnacle Associates
New York
+$5.62M
3
Franklin Resources
Franklin Resources
California
+$5.38M
4
PC
Pier Capital
Connecticut
+$3.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.81M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.1M
2
EA
Emerald Advisers
Pennsylvania
-$8.89M
3
NCGI
Next Century Growth Investors
Minnesota
-$7.24M
4
Millennium Management
Millennium Management
New York
-$4.27M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$22K -$3.27K -318 -14%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$20.3K +$7.12K +693 +59%
TRCT
103
Tower Research Capital (TRC)
New York
$19.1K +$4.02K +391 +29%
Canada Life
104
Canada Life
Manitoba, Canada
$13K – – –
CHA
105
Carmichael Hill & Associates
Maryland
$6.79K – – –
MA
106
MCF Advisors
Kentucky
$6.1K -$8.88K -865 -61%
CCA
107
Column Capital Advisors
Indiana
$4.57K – – –
Group One Trading
108
Group One Trading
Illinois
$1.38K +$1.3K +127 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.24K – – –
BIA
110
Bell Investment Advisors
California
$729 – – –
S
111
SignatureFD
Georgia
$631 +$144 +14 +32%
KFS
112
Kelly Financial Services
Massachusetts
$370 – – –
GWS
113
Glassman Wealth Services
Virginia
$348 – – –
EA
114
Emerald Advisers
Pennsylvania
– -$8.89M -930,171 Closed
EMFAT
115
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$4.23M -442,210 Closed
Simplex Trading
116
Simplex Trading
Illinois
– -$596K -58,072 Closed
PI
117
PEAK6 Investments
Illinois
– -$531K -55,528 Closed
CM
118
Caption Management
Oklahoma
– -$459K -48,000 Closed
Parallax Volatility Advisers
119
Parallax Volatility Advisers
California
– -$378K -36,834 Closed
ECM
120
ExodusPoint Capital Management
New York
– -$229K -23,915 Closed
GCM
121
Graham Capital Management
Connecticut
– -$145K -15,214 Closed
VI
122
Versor Investments
New York
– -$136K -14,200 Closed
SG Americas Securities
123
SG Americas Securities
New York
– -$125K -13,063 Closed
Prudential Financial
124
Prudential Financial
New Jersey
– -$99K -12,210 Closed
EGM
125
Engineers Gate Manager
New York
– -$110K -11,495 Closed
2 3 4
5
6

LIND Hedge Fund Activity: Q2 2023 in Review

115 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2023, worth a combined $372M — up 11% from $336M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LIND and 10 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 51 added.

The largest buyer was Black Diamond Financial, adding an estimated $8.87M. The largest seller was Fidelity Investments, cutting an estimated $20.1M.

  • 115 institutional investors held Lindblad Expeditions (LIND) as of Q2 2023, down from 121 in Q1 2023.
  • Funds reported $372M of Lindblad Expeditions stock for Q2 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Lindblad Expeditions positions in Q2 2023 and 16 closed out, a net change of -6 holders.
  • The largest Lindblad Expeditions buyer in Q2 2023 was Black Diamond Financial, an estimated $8.87M added.
  • The largest Lindblad Expeditions seller in Q2 2023 was Fidelity Investments, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2023.