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Lindblad Expeditions
LIND

137 hedge funds and large institutions have $306M invested in Lindblad Expeditions in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $582K | Put options by funds: $437K

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

0% more funds holding

Funds holding: 137 → 137 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.66% less ownership

Funds ownership: 61.2% → 60.54% (-0.66%)

3% less capital invested

Capital invested by funds: $316M → $306M (-$10.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
137
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
43
Closed
16
Calls
$582K
Puts
$437K
Net Calls
+$145K
Net Calls Change
+$40K

Top Buyers

1
SAM
Silvercrest Asset Management
New York
+$5.3M
2
Millennium Management
Millennium Management
New York
+$2.91M
3
PCM
Portolan Capital Management
Massachusetts
+$2.41M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$1.39M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.36M

Top Sellers

1
GGHC
Gilder Gagnon Howe & Co
New York
-$5.24M
2
PC
Pier Capital
Connecticut
-$5.01M
3
AI
Ariel Investments
Illinois
-$4.75M
4
AI
Aperture Investors
New York
-$2.51M
5
FG
Formula Growth
Quebec, Canada
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
Ariel Investments
Illinois
$74.5M -$4.75M -511,278 -6%
BlackRock
2
BlackRock
New York
$25.5M +$1.12M +120,306 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21M +$378K +40,744 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$15.6M +$248K +26,647 +2%
ACMC
5
Anchor Capital Management Company
North Carolina
$13.2M +$979K +105,407 +8%
RA
6
Royce & Associates
New York
$13M – – –
AI
7
Aperture Investors
New York
$11M -$2.51M -270,477 -18%
BDF
8
Black Diamond Financial
Maryland
$8.37M – – –
Franklin Resources
9
Franklin Resources
California
$7.9M +$28K +3,016 +0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.89M +$102K +11,029 +1%
State Street
11
State Street
Massachusetts
$7.32M +$42.3K +4,552 +0.6%
PA
12
Pinnacle Associates
New York
$6.78M +$58.2K +6,267 +1%
SAM
13
Silvercrest Asset Management
New York
$5.27M +$5.3M +570,150 New
Millennium Management
14
Millennium Management
New York
$4.71M +$2.91M +312,851 +159%
FG
15
Formula Growth
Quebec, Canada
$3.8M -$1.05M -112,628 -22%
Marshall Wace
16
Marshall Wace
United Kingdom
$3.36M +$317K +34,090 +10%
Stifel Financial
17
Stifel Financial
Missouri
$3.26M -$56K -6,026 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$3.06M +$426K +45,838 +16%
UBS Group
19
UBS Group
Switzerland
$3.01M +$90.5K +9,741 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$2.98M +$1.19M +128,610 +66%
Northern Trust
21
Northern Trust
Illinois
$2.82M +$74.5K +8,018 +3%
Charles Schwab
22
Charles Schwab
California
$2.74M +$28.7K +3,087 +1%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.7M +$1.39M +149,409 +105%
Morgan Stanley
24
Morgan Stanley
New York
$2.5M +$132K +14,197 +6%
RHJA
25
Rice Hall James & Associates
California
$2.5M -$23.8K -2,561 -0.9%
1
2 3 4 5

LIND Hedge Fund Activity: Q3 2024 in Review

137 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lindblad Expeditions (LIND) for Q3 2024, worth a combined $306M — down 3.3% from $316M a quarter earlier.

Fund positioning in LIND was balanced in Q3 2024: 16 funds opened new positions, 16 closed out, 54 added to existing stakes and 43 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $5.3M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $5.24M sold.

  • 137 institutional investors held Lindblad Expeditions (LIND) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $306M of Lindblad Expeditions stock for Q3 2024, down 3.3% quarter-over-quarter.
  • 16 funds opened new Lindblad Expeditions positions in Q3 2024 and 16 closed out, a net change of 0 holders.
  • The largest Lindblad Expeditions buyer in Q3 2024 was Silvercrest Asset Management, an estimated $5.3M added.
  • The largest Lindblad Expeditions seller in Q3 2024 was Gilder Gagnon Howe & Co, an estimated $5.24M sold.

Based on aggregated 13F filings for Q3 2024.