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Lindblad Expeditions
LIND

137 hedge funds and large institutions have $316M invested in Lindblad Expeditions in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $671K | Put options by funds: $566K

5% more funds holding

Funds holding: 130 → 137 (+7)

1% more capital invested

Capital invested by funds: $314M → $316M (+$2.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 62.61% → 61.2% (-1.4%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
57
Reduced
33
Closed
17
Calls
$671K
Puts
$566K
Net Calls
+$105K
Net Calls Change
-$3.65M

Top Buyers

1
ACMC
Anchor Capital Management Company
North Carolina
+$3.48M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.75M
4
Norges Bank
Norges Bank
Norway
+$1.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.05M

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
-$7.79M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.81M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$3.27M
4
AI
Ariel Investments
Illinois
-$2.42M
5
MHP
Manatuck Hill Partners
Connecticut
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1K +$496 +64 +1,067%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$772 -$186 -24 -23%
FFA
128
Farther Finance Advisors
California
$682 – – –
RIL
129
Rothschild Investment LLC
Illinois
$531 +$426 +55 New
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$511 +$85 +11 +26%
LC
131
Lindbrook Capital
California
$492 +$395 +51 New
AAP
132
Arax Advisory Partners
Colorado
$435 +$349 +45 New
Comerica Bank
133
Comerica Bank
Texas
$405 – – –
KFS
134
Kelly Financial Services
Massachusetts
$328 – – –
TFF
135
The Family Firm
Maryland
$193 +$155 +20 New
GI
136
GAMMA Investing
California
$183 +$15 +2 +12%
CA
137
Clearstead Advisors
Ohio
$68 – – –
Arrowstreet Capital
138
Arrowstreet Capital
Massachusetts
– -$3.81M -408,271 Closed
PAMP
139
Polar Asset Management Partners
Ontario, Canada
– -$3.27M -350,626 Closed
MHP
140
Manatuck Hill Partners
Connecticut
– -$1.87M -200,000 Closed
CAM
141
ClariVest Asset Management
California
– -$623K -66,742 Closed
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
– -$387K -41,443 Closed
OQS
143
Occudo Quantitative Strategies
Florida
– -$257K -27,589 Closed
OFA
144
Oak Family Advisors
Illinois
– -$212K -22,746 Closed
VI
145
Versor Investments
New York
– -$173K -18,500 Closed
AQR Capital Management
146
AQR Capital Management
Connecticut
– -$169K -18,156 Closed
AIG
147
American International Group
New York
– -$161K -17,234 Closed
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
– -$111K -12,659 Closed
I
149
InceptionR
California
– -$106K -11,319 Closed
SG Americas Securities
150
SG Americas Securities
New York
– -$101K -10,780 Closed
3 4 5
6
7

LIND Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2024, worth a combined $316M — up 0.83% from $314M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LIND positions and 17 closed out — a net gain of 8 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Anchor Capital Management Company, adding an estimated $3.48M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $7.79M.

  • 137 institutional investors held Lindblad Expeditions (LIND) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $316M of Lindblad Expeditions stock for Q2 2024, up 0.83% quarter-over-quarter.
  • 25 funds opened new Lindblad Expeditions positions in Q2 2024 and 17 closed out, a net change of +8 holders.
  • The largest Lindblad Expeditions buyer in Q2 2024 was Anchor Capital Management Company, an estimated $3.48M added.
  • The largest Lindblad Expeditions seller in Q2 2024 was Gilder Gagnon Howe & Co, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2024.