Lindblad Expeditions
LIND
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.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
33% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 33
10% more capital invested
Capital invested by funds: $243M → $267M (+$23.5M)
4% more funds holding
Funds holding: 113 → 117 (+4)
2.53% less ownership
Funds ownership: 67.78% → 65.25% (-2.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
86% less call options, than puts
Call options by funds: $66K | Put options by funds: $467K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$3.56M |
| 2 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$2.11M |
| 3 |
AI
Aperture Investors
New York
|
+$1.92M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$1.76M |
| 5 |
RA
Royce & Associates
New York
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$10.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.4M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$2.72M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$1.34M |
| 5 |
Morgan Stanley
New York
|
-$797K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Boston Partners
Boston,
Massachusetts
| – | -$82K | -12,162 | Closed |
|
|
ECM
127
ExodusPoint Capital Management
New York
| – | -$77K | -11,403 | Closed |
|
128
Balyasny Asset Management
Chicago,
Illinois
| – | -$75K | -11,144 | Closed |
|
|
YIH
129
Y-Intercept (HK)
Hong Kong
| – | -$72.7K | -10,759 | Closed |
|
130
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$68K | -10,044 | Closed |
|
|
AIM
131
Axiom Investment Management
New York
| – | -$26K | -3,800 | Closed |
|
|
CA
132
Crewe Advisors
Salt Lake City,
Utah
| – | -$1K | -190 | Closed |
|
133
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$751 | -89 | -82% |
|
LIND Hedge Fund Activity: Q4 2022 in Review
117 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2022, worth a combined $267M — up 9.6% from $243M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LIND positions and 18 closed out — a net gain of 6 holders — while 44 added to existing stakes and 33 trimmed.
The largest buyer was Ariel Investments, adding an estimated $3.56M. The largest seller was Select Equity Group, exiting entirely with an estimated $10.9M sold.
- 117 institutional investors held Lindblad Expeditions (LIND) as of Q4 2022, up from 113 in Q3 2022.
- Funds reported $267M of Lindblad Expeditions stock for Q4 2022, up 9.6% quarter-over-quarter.
- 24 funds opened new Lindblad Expeditions positions in Q4 2022 and 18 closed out, a net change of +6 holders.
- The largest Lindblad Expeditions buyer in Q4 2022 was Ariel Investments, an estimated $3.56M added.
- The largest Lindblad Expeditions seller in Q4 2022 was Select Equity Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2022.