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Lindblad Expeditions
LIND

102 hedge funds and large institutions have $453M invested in Lindblad Expeditions in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $5.3M | Put options by funds: $2.41M

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

6% more funds holding

Funds holding: 96 → 102 (+6)

0.86% less ownership

Funds ownership: 62.86% → 61.99% (-0.86%)

10% less capital invested

Capital invested by funds: $504M → $453M (-$50.8M)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
41
Reduced
30
Closed
9
Calls
$5.3M
Puts
$2.41M
Net Calls
+$2.89M
Net Calls Change
+$944K

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$8.68M
2
NCGI
Next Century Growth Investors
Minnesota
+$4.27M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.16M
4
GGHC
Gilder Gagnon Howe & Co
New York
+$2.92M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$2.6M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$19M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.8M
4
DCM
Driehaus Capital Management
Illinois
-$2.41M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M +$3.16M +225,115 +3%
Select Equity Group
2
Select Equity Group
New York
$35.4M +$8.68M +617,504 +34%
GGHC
3
Gilder Gagnon Howe & Co
New York
$33.4M +$2.92M +207,854 +10%
BlackRock
4
BlackRock
New York
$30.4M -$540K -38,447 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.3M +$177K +12,625 +0.8%
AI
6
Aperture Investors
New York
$17.7M – – –
NCGI
7
Next Century Growth Investors
Minnesota
$16.3M +$4.27M +303,961 +38%
RA
8
Royce & Associates
New York
$14.7M +$177K +12,600 +1%
Principal Financial Group
9
Principal Financial Group
Iowa
$13.5M -$618K -43,986 -5%
PC
10
Pier Capital
Connecticut
$12.1M +$2.45M +174,051 +26%
EA
11
Emerald Advisers
Pennsylvania
$12.1M +$750K +53,410 +7%
Allianz Asset Management
12
Allianz Asset Management
Germany
$10.8M +$871K +62,027 +9%
DCM
13
Driehaus Capital Management
Illinois
$9.49M -$2.41M -171,389 -21%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.4M -$2.31M -164,143 -20%
State Street
15
State Street
Massachusetts
$8.41M +$25.4K +1,805 +0.3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.17M +$547K +38,969 +7%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$6.43M +$2.6M +184,866 +72%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$6.16M -$78.2K -5,563 -1%
DFAM
19
Deep Field Asset Management
California
$4.81M +$2.55M +181,822 +123%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$4.56M -$3.8M -270,517 -46%
Northern Trust
21
Northern Trust
Illinois
$4.51M -$136K -9,672 -3%
SI
22
Scout Investments
Missouri
$4.08M -$43.7K -3,108 -1%
UBS Group
23
UBS Group
Switzerland
$3.85M +$4.93K +351 +0.1%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$3.82M +$1.48M +105,284 +67%
Charles Schwab
25
Charles Schwab
California
$3.07M -$50.3K -3,579 -2%
1
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LIND Hedge Fund Activity: Q3 2021 in Review

102 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2021, worth a combined $453M — down 10% from $504M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LIND positions and 9 closed out — a net gain of 6 holders — while 41 added to existing stakes and 30 trimmed.

The largest buyer was Select Equity Group, adding an estimated $8.68M. The largest seller was Credit Suisse, cutting an estimated $19M.

  • 102 institutional investors held Lindblad Expeditions (LIND) as of Q3 2021, up from 96 in Q2 2021.
  • Funds reported $453M of Lindblad Expeditions stock for Q3 2021, down 10% quarter-over-quarter.
  • 15 funds opened new Lindblad Expeditions positions in Q3 2021 and 9 closed out, a net change of +6 holders.
  • The largest Lindblad Expeditions buyer in Q3 2021 was Select Equity Group, an estimated $8.68M added.
  • The largest Lindblad Expeditions seller in Q3 2021 was Credit Suisse, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2021.