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Lindblad Expeditions
LIND

Overview Fund Activity

121 hedge funds and large institutions have $336M invested in Lindblad Expeditions in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
39
Reduced
43
Closed
15
Calls
$7.15M
Puts
$1.17M
Net Calls
+$5.98M
Net Calls Change
+$6.38M

Top Buyers

1
AI
1
Ariel Investments
Illinois
$71M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$16.3M
3
AI
3
Aperture Investors
New York
$19M
4
PAMP
4
Polar Asset Management Partners
Ontario, Canada
$6.64M
5
Millennium Management
5
Millennium Management
New York
$7.65M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$49.3M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$2.34M
3
NCGI
3
Next Century Growth Investors
Minnesota
$11M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$295K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Ariel Investments
Illinois
$71M 7,430,753 +1,037,492 +16%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$49.3M 5,158,621 -371,166 -7%
BlackRock
3
BlackRock
New York
$22.2M 2,318,468 -360 -0%
GGHC
4
Gilder Gagnon Howe & Co
New York
$21.3M 2,229,702 -113,790 -5%
AI
5
Aperture Investors
New York
$19M 1,991,356 +327,939 +20%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.7M 1,747,960 +62,152 +4%
Principal Financial Group
7
Principal Financial Group
Iowa
$16.3M 1,701,567 +384,359 +29%
RA
8
Royce & Associates
New York
$11.8M 1,236,868 +13,900 +1%
NCGI
9
Next Century Growth Investors
Minnesota
$11M 1,150,315 -229,704 -17%
EA
10
Emerald Advisers
Pennsylvania
$8.89M 930,171 -3,629 -0.4%
Millennium Management
11
Millennium Management
New York
$7.65M 799,665 +208,011 +35%
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$6.64M 694,187 +293,265 +73%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.34M 663,689 +17,267 +3%
State Street
14
State Street
Massachusetts
$6.32M 660,853 +15,681 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$5.21M 545,152 +150,761 +38%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.23M 442,210 – –
SI
17
Scout Investments
Missouri
$3.19M 333,295 -3,792 -1%
Northern Trust
18
Northern Trust
Illinois
$2.72M 284,602 -2,804 -1%
UBS Group
19
UBS Group
Switzerland
$2.68M 280,379 -6,115 -2%
Charles Schwab
20
Charles Schwab
California
$2.4M 250,735 +5,449 +2%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$2.34M 245,288 -326,509 -57%
RHJA
22
Rice Hall James & Associates
California
$2.34M 245,155 -4,840 -2%
Stifel Financial
23
Stifel Financial
Missouri
$2.23M 233,074 +12,151 +6%
Morgan Stanley
24
Morgan Stanley
New York
$1.96M 205,191 +25,668 +14%
Allianz Asset Management
25
Allianz Asset Management
Germany
$1.9M 198,619 -68,216 -26%
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