Lindblad Expeditions
LIND
108 hedge funds and large institutions have $173M invested in Lindblad Expeditions in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
13% more funds holding
Funds holding: 96 → 108 (+12)
9.29% less ownership
Funds ownership: 50.17% → 40.87% (-9.3%)
10% less capital invested
Capital invested by funds: $193M → $173M (-$19.5M)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
95% less call options, than puts
Call options by funds: $93K | Put options by funds: $2.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.99M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.78M |
| 3 |
AI
Aperture Investors
New York
|
+$3.16M |
| 4 |
LCM
Lionstone Capital Management
New York
|
+$2.57M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$38M |
| 2 |
Select Equity Group
New York
|
-$5.67M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$4.05M |
| 4 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
-$3.15M |
| 5 |
Renaissance Technologies
New York
|
-$2.31M |
LIND Hedge Fund Activity: Q3 2020 in Review
108 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2020, worth a combined $173M — down 10% from $193M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LIND positions and 16 closed out — a net gain of 12 holders — while 27 added to existing stakes and 36 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $9.99M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $38M sold.
- 108 institutional investors held Lindblad Expeditions (LIND) as of Q3 2020, up from 96 in Q2 2020.
- Funds reported $173M of Lindblad Expeditions stock for Q3 2020, down 10% quarter-over-quarter.
- 28 funds opened new Lindblad Expeditions positions in Q3 2020 and 16 closed out, a net change of +12 holders.
- The largest Lindblad Expeditions buyer in Q3 2020 was Fidelity Investments, an estimated $9.99M added.
- The largest Lindblad Expeditions seller in Q3 2020 was ValueAct Holdings, an estimated $38M sold.
Based on aggregated 13F filings for Q3 2020.