LIND icon

Lindblad Expeditions
LIND

Overview Fund Activity

152 hedge funds and large institutions have $336M invested in Lindblad Expeditions in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-11
Holders Change %
-6.75%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
50
Reduced
53
Closed
25
Calls
$67K
Puts
$1.19M
Net Calls
-$1.12M
Net Calls Change
-$1.15M

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
+$5.9M
2
PCM
Penn Capital Management
Pennsylvania
+$4.59M
3
AI
Ariel Investments
Illinois
+$4.09M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$3.28M
5
GAM
Gotham Asset Management
New York
+$2.38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.15M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.41M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$2.41M
4
AI
Aperture Investors
New York
-$1.91M
5
Morgan Stanley
Morgan Stanley
New York
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
1
Ariel Investments
Illinois
$72.1M +$4.09M +441,046 +6%
BlackRock
2
BlackRock
New York
$28.6M +$186K +20,017 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21M +$510K +55,003 +2%
ACMC
4
Anchor Capital Management Company
North Carolina
$15.2M +$1.07M +115,814 +8%
Principal Financial Group
5
Principal Financial Group
Iowa
$14.1M -$527K -56,891 -4%
RA
6
Royce & Associates
New York
$11.6M -$27.8K -3,000 -0.2%
PA
7
Pinnacle Associates
New York
$8.84M -$439K -47,364 -5%
PCM
8
Penn Capital Management
Pennsylvania
$8.77M +$4.59M +494,709 +110%
BDF
9
Black Diamond Financial
Maryland
$8.72M – – –
SAM
10
Silvercrest Asset Management
New York
$8.24M +$1.39M +150,169 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.17M +$251K +27,049 +3%
Franklin Resources
12
Franklin Resources
California
$7.59M – – –
State Street
13
State Street
Massachusetts
$7.49M -$62.1K -6,703 -0.8%
PCM
14
Portolan Capital Management
Massachusetts
$6.39M +$1.34M +144,973 +27%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$6.35M +$3.28M +353,817 +107%
DCM
16
Driehaus Capital Management
Illinois
$5.9M +$5.9M +636,461 New
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.94M +$303K +32,652 +7%
AI
18
Aperture Investors
New York
$4.89M -$1.91M -206,409 -28%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$3.66M +$419K +45,157 +13%
UBS Group
20
UBS Group
Switzerland
$3.65M -$535K -57,762 -13%
FG
21
Formula Growth
Quebec, Canada
$3.62M – – –
Millennium Management
22
Millennium Management
New York
$3.51M -$33.8K -3,641 -1%
Marshall Wace
23
Marshall Wace
United Kingdom
$3.25M -$575K -61,998 -15%
Stifel Financial
24
Stifel Financial
Missouri
$2.97M +$291K +31,352 +11%
Northern Trust
25
Northern Trust
Illinois
$2.87M -$62K -6,683 -2%
1
2 3 4 5