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Lindblad Expeditions
LIND

101 hedge funds and large institutions have $300M invested in Lindblad Expeditions in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $809K

5.7% more ownership

Funds ownership: 66.93% → 72.63% (+5.7%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 107 → 101 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

42% less capital invested

Capital invested by funds: $513M → $300M (-$213M)

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
37
Reduced
35
Closed
18
Calls
$1.23M
Puts
$809K
Net Calls
+$425K
Net Calls Change
-$43K

Top Buyers

1
AI
Ariel Investments
Illinois
+$32.2M
2
DCP
Durable Capital Partners
Maryland
+$26M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$7.27M
4
MPAM
Monarch Partners Asset Management
Massachusetts
+$3.99M
5
Principal Financial Group
Principal Financial Group
Iowa
+$3.58M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$10.5M
2
DCM
Driehaus Capital Management
Illinois
-$9.58M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.17M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$5.45M
5
LCG
Lisanti Capital Growth
New York
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$52.5M -$6.17M -473,270 -7%
AI
2
Ariel Investments
Illinois
$36.6M +$32.2M +2,469,719 +121%
Select Equity Group
3
Select Equity Group
New York
$20.1M -$278K -21,304 -0.9%
GGHC
4
Gilder Gagnon Howe & Co
New York
$19.2M +$1.78M +136,899 +6%
BlackRock
5
BlackRock
New York
$17.8M +$1.22M +93,737 +4%
DCP
6
Durable Capital Partners
Maryland
$16.2M +$26M +1,996,540 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$13M -$39.3K -3,019 -0.2%
AI
8
Aperture Investors
New York
$10.5M -$2.45M -188,061 -13%
Principal Financial Group
9
Principal Financial Group
Iowa
$10.5M +$3.58M +274,616 +27%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$9.54M -$5.45M -418,539 -26%
NCGI
11
Next Century Growth Investors
Minnesota
$9.51M -$125K -9,587 -0.8%
RA
12
Royce & Associates
New York
$8.29M -$30K -2,300 -0.2%
EA
13
Emerald Advisers
Pennsylvania
$7.57M -$907K -69,600 -7%
Allianz Asset Management
14
Allianz Asset Management
Germany
$5.22M -$450K -34,535 -5%
State Street
15
State Street
Massachusetts
$5.2M +$191K +14,674 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.58M +$113K +8,663 +2%
PAMP
17
Polar Asset Management Partners
Ontario, Canada
$4.52M +$7.27M +557,952 New
EMFAT
18
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.44M – – –
PC
19
Pier Capital
Connecticut
$3.15M +$719K +55,160 +17%
Millennium Management
20
Millennium Management
New York
$3.02M +$781K +59,947 +19%
BNP Paribas Asset Management
21
BNP Paribas Asset Management
France
$2.49M +$23K +1,765 +0.6%
MPAM
22
Monarch Partners Asset Management
Massachusetts
$2.48M +$3.99M +306,526 New
Northern Trust
23
Northern Trust
Illinois
$2.28M -$107K -8,178 -3%
SI
24
Scout Investments
Missouri
$2.27M +$97.9K +7,511 +3%
UBS Group
25
UBS Group
Switzerland
$2.21M -$351K -26,950 -9%
1
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LIND Hedge Fund Activity: Q2 2022 in Review

101 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2022, worth a combined $300M — down 42% from $513M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LIND and 14 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 37 added.

The largest buyer was Ariel Investments, adding an estimated $32.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $10.5M sold.

  • 101 institutional investors held Lindblad Expeditions (LIND) as of Q2 2022, down from 107 in Q1 2022.
  • Funds reported $300M of Lindblad Expeditions stock for Q2 2022, down 42% quarter-over-quarter.
  • 14 funds opened new Lindblad Expeditions positions in Q2 2022 and 18 closed out, a net change of -4 holders.
  • The largest Lindblad Expeditions buyer in Q2 2022 was Ariel Investments, an estimated $32.2M added.
  • The largest Lindblad Expeditions seller in Q2 2022 was Lord, Abbett & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.