Lindblad Expeditions
LIND
100 hedge funds and large institutions have $367M invested in Lindblad Expeditions in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 9 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
61% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 23
10% more funds holding
Funds holding: 91 → 100 (+9)
5.3% more ownership
Funds ownership: 54.19% → 59.49% (+5.3%)
0% less capital invested
Capital invested by funds: $368M → $367M (-$1.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
+$8.13M |
| 2 |
HM
HCSF Management
San Francisco,
California
|
+$4M |
| 3 |
FA
Friess Associates
Greenville,
Delaware
|
+$3.96M |
| 4 |
BlackRock
New York
|
+$1.77M |
| 5 |
RA
Royce & Associates
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.97M |
| 3 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$3.27M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$3.18M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.25M |
LIND Hedge Fund Activity: Q4 2018 in Review
100 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q4 2018, worth a combined $367M — down 0.49% from $368M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LIND positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 23 trimmed.
The largest buyer was ValueAct Holdings, adding an estimated $8.13M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.
- 100 institutional investors held Lindblad Expeditions (LIND) as of Q4 2018, up from 91 in Q3 2018.
- Funds reported $367M of Lindblad Expeditions stock for Q4 2018, down 0.49% quarter-over-quarter.
- 18 funds opened new Lindblad Expeditions positions in Q4 2018 and 9 closed out, a net change of +9 holders.
- The largest Lindblad Expeditions buyer in Q4 2018 was ValueAct Holdings, an estimated $8.13M added.
- The largest Lindblad Expeditions seller in Q4 2018 was Morgan Stanley, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2018.