Lindblad Expeditions
LIND
121 hedge funds and large institutions have $336M invested in Lindblad Expeditions in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 15 closing their positions.
512% more call options, than puts
Call options by funds: $7.15M | Put options by funds: $1.17M
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
26% more capital invested
Capital invested by funds: $267M → $336M (+$69.8M)
3% more funds holding
Funds holding: 117 → 121 (+4)
0.93% more ownership
Funds ownership: 65.25% → 66.18% (+0.93%)
9% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 43
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$10.4M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$3.87M |
| 3 |
AI
Aperture Investors
New York
|
+$3.3M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$2.95M |
| 5 |
Millennium Management
New York
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.73M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$3.28M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$2.31M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$1.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSA
126
Schonfeld Strategic Advisors
New York
| – | -$112K | -14,600 | Closed |
|
|
JF
127
Jump Financial
Chicago,
Illinois
| – | -$95.6K | -12,419 | Closed |
|
|
IA
128
IFP Advisors
Tampa,
Florida
| – | -$141K | -11,800 | Closed |
|
|
CSS
129
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$89.3K | -11,600 | Closed |
|
|
N
130
Numerai
San Francisco,
California
| – | -$79.9K | -10,372 | Closed |
|
131
LPL Financial
San Diego,
California
| – | -$79.8K | -10,361 | Closed |
|
|
PMEF
132
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$29.6K | -3,838 | Closed |
|
|
QL
133
Quarry LP
New York
| – | -$8.65K | -1,124 | Closed |
|
134
Rockefeller Capital Management
New York
| – | -$7K | -1,000 | Closed |
|
135
Group One Trading
Chicago,
Illinois
| – | -$483 | -48 | Closed |
|
LIND Hedge Fund Activity: Q1 2023 in Review
121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q1 2023, worth a combined $336M — up 26% from $267M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LIND positions and 15 closed out — a net gain of 6 holders — while 39 added to existing stakes and 43 trimmed.
The largest buyer was Ariel Investments, adding an estimated $10.4M. The largest seller was Fidelity Investments, cutting an estimated $3.73M.
- 121 institutional investors held Lindblad Expeditions (LIND) as of Q1 2023, up from 117 in Q4 2022.
- Funds reported $336M of Lindblad Expeditions stock for Q1 2023, up 26% quarter-over-quarter.
- 21 funds opened new Lindblad Expeditions positions in Q1 2023 and 15 closed out, a net change of +6 holders.
- The largest Lindblad Expeditions buyer in Q1 2023 was Ariel Investments, an estimated $10.4M added.
- The largest Lindblad Expeditions seller in Q1 2023 was Fidelity Investments, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2023.