Lindblad Expeditions
LIND
122 hedge funds and large institutions have $237M invested in Lindblad Expeditions in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
7% more funds holding
Funds holding: 114 → 122 (+8)
8% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 40
2.49% less ownership
Funds ownership: 64.28% → 61.79% (-2.5%)
36% less capital invested
Capital invested by funds: $372M → $237M (-$135M)
74% less call options, than puts
Call options by funds: $19K | Put options by funds: $73K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$9.48M |
| 2 |
FAM
Fred Alger Management
New York
|
+$4.77M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
+$4.39M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$2.36M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.6M |
| 2 |
AI
Aperture Investors
New York
|
-$4.64M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$3.85M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.42M |
| 5 |
Millennium Management
New York
|
-$1.94M |
LIND Hedge Fund Activity: Q3 2023 in Review
122 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2023, worth a combined $237M — down 36% from $372M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LIND positions and 8 closed out — a net gain of 8 holders — while 43 added to existing stakes and 40 trimmed.
The largest buyer was Ariel Investments, adding an estimated $9.48M. The largest seller was Fidelity Investments, cutting an estimated $21.6M.
- 122 institutional investors held Lindblad Expeditions (LIND) as of Q3 2023, up from 114 in Q2 2023.
- Funds reported $237M of Lindblad Expeditions stock for Q3 2023, down 36% quarter-over-quarter.
- 16 funds opened new Lindblad Expeditions positions in Q3 2023 and 8 closed out, a net change of +8 holders.
- The largest Lindblad Expeditions buyer in Q3 2023 was Ariel Investments, an estimated $9.48M added.
- The largest Lindblad Expeditions seller in Q3 2023 was Fidelity Investments, an estimated $21.6M sold.
Based on aggregated 13F filings for Q3 2023.