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Lindblad Expeditions
LIND

163 hedge funds and large institutions have $415M invested in Lindblad Expeditions in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 12

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

36% more capital invested

Capital invested by funds: $306M → $415M (+$109M)

19% more funds holding

Funds holding: 137 → 163 (+26)

3.6% more ownership

Funds ownership: 60.54% → 64.14% (+3.6%)

8% more call options, than puts

Call options by funds: $355K | Put options by funds: $328K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
163
Holders Change
+26
Holders Change %
+18.98%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
61
Reduced
40
Closed
12
Calls
$355K
Puts
$328K
Net Calls
+$27K
Net Calls Change
-$118K

Top Buyers

Rank Fund Capital Flow
1
PCM
Penn Capital Management
Pennsylvania
+$5.16M
2
PA
Pinnacle Associates
New York
+$4.57M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.46M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.69M
5
BlackRock
BlackRock
New York
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
-$8.22M
2
AI
Aperture Investors
New York
-$5.28M
3
PC
Pier Capital
Connecticut
-$2.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.06M
5
RA
Royce & Associates
New York
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Select Equity Group
101
Select Equity Group
New York
$182K +$176K +15,313 New
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$176K +$38.8K +3,381 +30%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$175K -$161 -14 -0.1%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$168K – – –
IIM
105
INTECH Investment Management
Florida
$168K +$162K +14,133 New
HSBC Holdings
106
HSBC Holdings
United Kingdom
$164K +$157K +13,735 New
OQS
107
Occudo Quantitative Strategies
Florida
$163K +$27.6K +2,409 +21%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161K -$5.79K -505 -4%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$160K +$172 +15 +0.1%
OR
110
Olympiad Research
Connecticut
$156K +$151K +13,165 New
Verition Fund Management
111
Verition Fund Management
Connecticut
$156K +$151K +13,155 New
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$150K +$145K +12,639 New
Invesco
113
Invesco
Georgia
$143K +$7.53K +657 +6%
VW
114
Vantage Wealth
California
$142K – – –
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$139K +$135K +11,753 New
FRM
116
Fox Run Management
Connecticut
$139K -$164K -14,333 -55%
AQR Capital Management
117
AQR Capital Management
Connecticut
$131K +$127K +11,073 New
ASRS
118
Arizona State Retirement System
Arizona
$131K +$2.59K +226 +2%
PCM
119
Prelude Capital Management
New York
$128K +$124K +10,832 New
N
120
Numerai
California
$127K +$123K +10,700 New
SQA
121
Simon Quick Advisors
New Jersey
$126K +$121K +10,587 New
CANY
122
Caxton Associates (New York)
New York
$124K +$120K +10,446 New
NA
123
NewEdge Advisors
Louisiana
$121K +$117K +10,192 New
ProShare Advisors
124
ProShare Advisors
Maryland
$120K +$116K +10,147 New
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$119K – – –
3 4
5
6 7

LIND Hedge Fund Activity: Q4 2024 in Review

163 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2024, worth a combined $415M — up 36% from $306M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LIND positions and 12 closed out — a net gain of 28 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $5.16M. The largest seller was Ariel Investments, cutting an estimated $8.22M.

  • 163 institutional investors held Lindblad Expeditions (LIND) as of Q4 2024, up from 137 in Q3 2024.
  • Funds reported $415M of Lindblad Expeditions stock for Q4 2024, up 36% quarter-over-quarter.
  • 40 funds opened new Lindblad Expeditions positions in Q4 2024 and 12 closed out, a net change of +28 holders.
  • The largest Lindblad Expeditions buyer in Q4 2024 was Penn Capital Management, an estimated $5.16M added.
  • The largest Lindblad Expeditions seller in Q4 2024 was Ariel Investments, an estimated $8.22M sold.

Based on aggregated 13F filings for Q4 2024.