Lindblad Expeditions
LIND
100 hedge funds and large institutions have $300M invested in Lindblad Expeditions in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 18 closing their positions.
5.69% 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)
7% less funds holding
Funds holding: 107 → 100 (-7)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
29% less call options, than puts
Call options by funds: $550K | Put options by funds: $773K
42% less capital invested
Capital invested by funds: $513M → $300M (-$213M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$32.2M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$26M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$7.27M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$3.99M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$9.58M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.17M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$5.45M |
| 5 |
LCG
Lisanti Capital Growth
New York
|
-$4.56M |
LIND Hedge Fund Activity: Q2 2022 in Review
100 of the 5,959 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 13 opened new positions — a net loss of 5 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.
- 100 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.
- 13 funds opened new Lindblad Expeditions positions in Q2 2022 and 18 closed out, a net change of -5 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.