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Lindblad Expeditions

136 hedge funds and large institutions have $305M invested in Lindblad Expeditions in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 16 closing their positions.

Holders
136
Holders Change
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
54
Reduced
42
Closed
16
Calls
$582K
Puts
$437K
Net Calls
+$145K
Net Calls Change
+$40K
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Ariel Investments
Illinois
$74.5M 8,053,790 -511,278 -6%
BlackRock
2
BlackRock
New York
$25.5M 2,752,767 +120,306 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21M 2,265,365 +40,744 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$15.6M 1,688,549 +26,647 +2%
ACMC
5
Anchor Capital Management Company
North Carolina
$13.2M 1,430,575 +105,407 +8%
RA
6
Royce & Associates
New York
$13M 1,410,294
AI
7
Aperture Investors
New York
$11M 1,193,585 -270,477 -18%
BDF
8
Black Diamond Financial
Maryland
$8.37M 904,452
Franklin Resources
9
Franklin Resources
California
$7.9M 818,963 +3,016 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.89M 852,669 +11,029 +1%
State Street
11
State Street
Massachusetts
$7.32M 790,874 +4,552 +0.6%
PA
12
Pinnacle Associates
New York
$6.78M 602,015 +6,267 +1%
SAM
13
Silvercrest Asset Management
New York
$5.27M 570,150 +570,150 New
Millennium Management
14
Millennium Management
New York
$4.71M 509,364 +312,851 +159%
FG
15
Formula Growth
Quebec, Canada
$3.8M 410,775 -112,628 -22%
Marshall Wace
16
Marshall Wace
United Kingdom
$3.36M 363,256 +34,090 +10%
Stifel Financial
17
Stifel Financial
Missouri
$3.26M 352,911 -6,026 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$3.06M 330,951 +45,838 +16%
UBS Group
19
UBS Group
Switzerland
$3.01M 325,742 +9,741 +3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.98M 322,668 +128,610 +66%
Northern Trust
21
Northern Trust
Illinois
$2.82M 304,724 +8,018 +3%
Charles Schwab
22
Charles Schwab
California
$2.74M 295,786 +3,087 +1%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.7M 292,292 +149,409 +105%
Morgan Stanley
24
Morgan Stanley
New York
$2.5M 270,302 +14,197 +6%
RHJA
25
Rice Hall James & Associates
California
$2.5M 270,005 -2,561 -0.9%