Lindblad Expeditions
LIND
114 hedge funds and large institutions have $372M invested in Lindblad Expeditions in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 16 closing their positions.
218% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $389K
65% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 31
11% more capital invested
Capital invested by funds: $336M → $372M (+$35.7M)
1.89% less ownership
Funds ownership: 66.18% → 64.28% (-1.9%)
6% less funds holding
Funds holding: 121 → 114 (-7)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$8.87M |
| 2 |
PA
Pinnacle Associates
New York
|
+$5.62M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$5.38M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
+$3.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.1M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$8.89M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$7.24M |
| 4 |
Millennium Management
New York
|
-$4.27M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.23M |
LIND Hedge Fund Activity: Q2 2023 in Review
114 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2023, worth a combined $372M — up 11% from $336M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of LIND and 9 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 51 added.
The largest buyer was Black Diamond Financial, adding an estimated $8.87M. The largest seller was Fidelity Investments, cutting an estimated $20.1M.
- 114 institutional investors held Lindblad Expeditions (LIND) as of Q2 2023, down from 121 in Q1 2023.
- Funds reported $372M of Lindblad Expeditions stock for Q2 2023, up 11% quarter-over-quarter.
- 9 funds opened new Lindblad Expeditions positions in Q2 2023 and 16 closed out, a net change of -7 holders.
- The largest Lindblad Expeditions buyer in Q2 2023 was Black Diamond Financial, an estimated $8.87M added.
- The largest Lindblad Expeditions seller in Q2 2023 was Fidelity Investments, an estimated $20.1M sold.
Based on aggregated 13F filings for Q2 2023.