Lindblad Expeditions
LIND
90 hedge funds and large institutions have $319M invested in Lindblad Expeditions in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
36% more capital invested
Capital invested by funds: $234M → $319M (+$85.1M)
20% more funds holding
Funds holding: 75 → 90 (+15)
2.81% more ownership
Funds ownership: 49.8% → 52.62% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$20.1M |
| 2 |
Morgan Stanley
New York
|
+$9.75M |
| 3 |
Renaissance Technologies
New York
|
+$5.67M |
| 4 |
BlackRock
New York
|
+$3.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.96M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$5.55M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$4.21M |
| 4 |
GC
Gratia Capital
Los Angeles,
California
|
-$3.71M |
| 5 |
FA
Friess Associates
Greenville,
Delaware
|
-$3.47M |
LIND Hedge Fund Activity: Q2 2018 in Review
90 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2018, worth a combined $319M — up 36% from $234M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LIND positions and 4 closed out — a net gain of 16 holders — while 36 added to existing stakes and 21 trimmed.
The largest buyer was ValueAct Holdings, opening a new position worth an estimated $20.1M. The largest seller was Wellington Management Group, cutting an estimated $9.96M.
- 90 institutional investors held Lindblad Expeditions (LIND) as of Q2 2018, up from 75 in Q1 2018.
- Funds reported $319M of Lindblad Expeditions stock for Q2 2018, up 36% quarter-over-quarter.
- 20 funds opened new Lindblad Expeditions positions in Q2 2018 and 4 closed out, a net change of +16 holders.
- The largest Lindblad Expeditions buyer in Q2 2018 was ValueAct Holdings, an estimated $20.1M added.
- The largest Lindblad Expeditions seller in Q2 2018 was Wellington Management Group, an estimated $9.96M sold.
Based on aggregated 13F filings for Q2 2018.