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Lindblad Expeditions
LIND

137 hedge funds and large institutions have $316M invested in Lindblad Expeditions in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $671K | Put options by funds: $566K

5% more funds holding

Funds holding: 130 → 137 (+7)

1% more capital invested

Capital invested by funds: $314M → $316M (+$2.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.41% less ownership

Funds ownership: 62.61% → 61.2% (-1.4%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
57
Reduced
33
Closed
17
Calls
$671K
Puts
$566K
Net Calls
+$105K
Net Calls Change
-$3.65M

Top Buyers

1
ACMC
Anchor Capital Management Company
North Carolina
+$3.48M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.75M
4
Norges Bank
Norges Bank
Norway
+$1.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.05M

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
-$7.79M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.81M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$3.27M
4
AI
Ariel Investments
Illinois
-$2.42M
5
MHP
Manatuck Hill Partners
Connecticut
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
Ariel Investments
Illinois
$82.7M -$2.42M -312,144 -4%
BlackRock
2
BlackRock
New York
$25.4M +$46K +5,940 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.5M +$1.75M +225,559 +11%
Principal Financial Group
4
Principal Financial Group
Iowa
$16M +$281K +36,307 +2%
AI
5
Aperture Investors
New York
$14.1M – – –
RA
6
Royce & Associates
New York
$13.6M +$194K +25,000 +2%
ACMC
7
Anchor Capital Management Company
North Carolina
$12.8M +$3.48M +449,098 +51%
BDF
8
Black Diamond Financial
Maryland
$8.73M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.12M +$199K +25,624 +3%
Franklin Resources
10
Franklin Resources
California
$7.87M +$19.5K +2,522 +0.3%
State Street
11
State Street
Massachusetts
$7.59M +$87.4K +11,283 +1%
PC
12
Pier Capital
Connecticut
$7.4M -$556K -71,779 -9%
PA
13
Pinnacle Associates
New York
$5.75M -$94.9K -12,246 -2%
GGHC
14
Gilder Gagnon Howe & Co
New York
$5.24M -$7.79M -1,006,204 -65%
FG
15
Formula Growth
Quebec, Canada
$5.05M – – –
Stifel Financial
16
Stifel Financial
Missouri
$3.46M +$149K +19,172 +6%
Marshall Wace
17
Marshall Wace
United Kingdom
$3.18M -$567K -73,199 -18%
UBS Group
18
UBS Group
Switzerland
$3.05M +$509K +65,769 +26%
Northern Trust
19
Northern Trust
Illinois
$2.86M -$74.6K -9,627 -3%
Charles Schwab
20
Charles Schwab
California
$2.82M +$65.4K +8,448 +3%
Citadel Advisors
21
Citadel Advisors
Florida
$2.75M +$1.75M +225,595 +379%
RHJA
22
Rice Hall James & Associates
California
$2.63M +$461K +59,502 +28%
SI
23
Scout Investments
Missouri
$2.56M -$197K -25,452 -9%
Morgan Stanley
24
Morgan Stanley
New York
$2.47M +$238K +30,747 +14%
HAIM
25
Hunter Associates Investment Management
Pennsylvania
$2.26M +$99.2K +12,800 +6%
1
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LIND Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q2 2024, worth a combined $316M — up 0.83% from $314M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LIND positions and 17 closed out — a net gain of 8 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Anchor Capital Management Company, adding an estimated $3.48M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $7.79M.

  • 137 institutional investors held Lindblad Expeditions (LIND) as of Q2 2024, up from 130 in Q1 2024.
  • Funds reported $316M of Lindblad Expeditions stock for Q2 2024, up 0.83% quarter-over-quarter.
  • 25 funds opened new Lindblad Expeditions positions in Q2 2024 and 17 closed out, a net change of +8 holders.
  • The largest Lindblad Expeditions buyer in Q2 2024 was Anchor Capital Management Company, an estimated $3.48M added.
  • The largest Lindblad Expeditions seller in Q2 2024 was Gilder Gagnon Howe & Co, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2024.