— Know what they know.
Not Investment Advice

LIND Institutional Ownership

Lindblad Expeditions Holdings, Inc.
1W: +22.2% 1M: +37.0% 3M: +36.5% YTD: +140.9% 1Y: +180.0% 3Y: +384.4% 5Y: +147.0%
$34.78
+1.15 (+3.42%)
 
Weekly Expected Move ±6.4%
$30 $33 $35 $37 $39
NASDAQ · Consumer Cyclical · Travel Services · Tech Score Buy · Power 67 · $2.3B mcap · 49M float · 1.85% daily turnover · Short 71% of daily vol

Institutional Ownership — LIND

253
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
57
New Positions
94
Increased
80
Reduced
25
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (273 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FMR LLC 6,636,712 $231M +2,519,362 +61.2% 24Q SEC ↗
2 BlackRock, Inc. 4,340,762 $151M +835,165 +23.8% 8Q SEC ↗
3 ARIEL INVESTMENTS, LLC 2,762,484 $96M -676,579 -19.7% 19Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 2,129,727 $74M +23,447 +1.1% 2Q SEC ↗
5 GOLDMAN SACHS GROUP INC 1,773,203 $62M +846,020 +91.2% 15Q SEC ↗
6 Driehaus Capital Management LLC 1,467,275 $51M +281,376 +23.7% 6Q SEC ↗
7 Select Equity Group, L.P. 1,452,792 $51M +394,737 +37.3% 2Q SEC ↗
8 PRINCIPAL FINANCIAL GROUP INC 1,393,582 $48M -136,286 -8.9% 27Q SEC ↗
9 ARROWSTREET CAPITAL, LIMITED PARTNERSH 1,277,903 $44M +4,994 +0.4% 7Q SEC ↗
10 LORD, ABBETT & CO. LLC 1,269,650 $44M +745,020 +142.0% 4Q SEC ↗
11 UBS Group AG 1,236,927 $43M +142,613 +13.0% 33Q SEC ↗
12 GEODE CAPITAL MANAGEMENT, LLC 1,236,442 $43M +217,626 +21.4% 44Q SEC ↗
13 Invesco Ltd. 1,213,915 $42M +1,088,537 +868.2% 12Q SEC ↗
14 STATE STREET CORP 1,063,599 $37M +193,681 +22.3% 43Q SEC ↗
15 ROYCE & ASSOCIATES LP 1,053,568 $37M -16,218 -1.5% 43Q SEC ↗
16 Black Diamond Financial, LLC 959,964 $33M -108,398 -10.1% 14Q SEC ↗
17 DIMENSIONAL FUND ADVISORS LP 938,138 $33M +152,019 +19.3% 41Q SEC ↗
18 LOOMIS SAYLES & CO L P NEW 888,303 $31M — +0.0% 1Q SEC ↗
19 VANGUARD PORTFOLIO MANAGEMENT LLC 868,760 $30M +461,609 +113.4% 2Q SEC ↗
20 PINNACLE ASSOCIATES LTD 800,048 $28M -40,275 -4.8% 14Q SEC ↗
21 MORGAN STANLEY 797,758 $28M +162,436 +25.6% 44Q SEC ↗
22 Bank of New York Mellon Corp 685,618 $24M -278,030 -28.9% 44Q SEC ↗
23 Penn Capital Management Company, LLC 595,133 $21M -242,151 -28.9% 7Q SEC ↗
24 SILVERCREST ASSET MANAGEMENT GROUP LLC 590,217 $21M -188,868 -24.2% 8Q SEC ↗
25 Nuveen, LLC 577,775 $20M -63,354 -9.9% 6Q SEC ↗
26 AQR CAPITAL MANAGEMENT LLC 483,348 $17M +229,720 +90.6% 7Q SEC ↗
27 Voleon Capital Management LP 461,246 $16M +123,956 +36.8% 2Q SEC ↗
28 NEW YORK STATE COMMON RETIREMENT FUND 455,074 $16M -129,841 -22.2% 42Q SEC ↗
29 NORTHERN TRUST CORP 443,351 $15M +128,929 +41.0% 44Q SEC ↗
30 JPMORGAN CHASE & CO 439,745 $15M +112,357 +34.3% 35Q SEC ↗
31 OBERWEIS ASSET MANAGEMENT INC 420,721 $15M +42,000 +11.1% 7Q SEC ↗
32 Allspring Global Investments Holdings, NEW 397,857 $14M — +0.0% 1Q SEC ↗
33 CHARLES SCHWAB INVESTMENT MANAGEMENT I 387,821 $13M +32,632 +9.2% 15Q SEC ↗
34 Sixth Street Partners Management Compa NEW 387,821 $13M — +0.0% 1Q SEC ↗
35 MSD Partners, L.P. 347,234 $12M -1,288,047 -78.8% 2Q SEC ↗
36 Nicholas Investment Partners, LP 339,499 $12M +140,783 +70.8% 6Q SEC ↗
37 BNP PARIBAS FINANCIAL MARKETS 336,067 $12M +191,841 +133.0% 41Q SEC ↗
38 VANGUARD FIDUCIARY TRUST CO 330,300 $11M +17,223 +5.5% 2Q SEC ↗
39 D. E. Shaw & Co., Inc. 306,717 $11M -25,224 -7.6% 10Q SEC ↗
40 Russell Investments Group, Ltd. 305,681 $11M -78,802 -20.5% 14Q SEC ↗
41 Pier Capital, LLC 299,547 $10M +107,537 +56.0% 4Q SEC ↗
42 Connor, Clark & Lunn Investment Manage 288,339 $10M -54,615 -15.9% 16Q SEC ↗
43 BANK OF AMERICA CORP /DE 268,065 $9M -278,767 -51.0% 15Q SEC ↗
44 STIFEL FINANCIAL CORP 264,843 $9M -47,112 -15.1% 21Q SEC ↗
45 MACKENZIE FINANCIAL CORP 264,441 $9M +205,105 +345.7% 7Q SEC ↗
46 NORGES BANK NEW 252,600 $9M — +0.0% 1Q SEC ↗
47 MARSHALL WACE, LLP 229,222 $8M -570,165 -71.3% 15Q SEC ↗
48 BWCP, LP 224,203 $8M -641,690 -74.1% 2Q SEC ↗
49 HUNTER ASSOCIATES INVESTMENT MANAGEMEN 222,040 $8M -975 -0.4% 27Q SEC ↗
50 PANAGORA ASSET MANAGEMENT INC 211,089 $7M -6,853 -3.1% 10Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
FMR LLC +2,519,362 +61.2% 6,636,712
Invesco Ltd. +1,088,537 +868.2% 1,213,915
GOLDMAN SACHS GROUP INC +846,020 +91.2% 1,773,203
BlackRock, Inc. +835,165 +23.8% 4,340,762
LORD, ABBETT & CO. LLC +745,020 +142.0% 1,269,650
VANGUARD PORTFOLIO MANAGEMENT LLC +461,609 +113.4% 868,760
Select Equity Group, L.P. +394,737 +37.3% 1,452,792
Driehaus Capital Management LLC +281,376 +23.7% 1,467,275
AQR CAPITAL MANAGEMENT LLC +229,720 +90.6% 483,348
GEODE CAPITAL MANAGEMENT, LLC +217,626 +21.4% 1,236,442
MACKENZIE FINANCIAL CORP +205,105 +345.7% 264,441
STATE STREET CORP +193,681 +22.3% 1,063,599
BNP PARIBAS FINANCIAL MARKETS +191,841 +133.0% 336,067
FEDERATED HERMES, INC. +172,764 +2173.7% 180,712
MORGAN STANLEY +162,436 +25.6% 797,758
CITIGROUP INC +161,684 +771.9% 182,630
SG Americas Securities, LLC +160,731 +576.4% 188,614
DIMENSIONAL FUND ADVISORS LP +152,019 +19.3% 938,138
ACADIAN ASSET MANAGEMENT LLC +143,019 +513.4% 170,874
UBS Group AG +142,613 +13.0% 1,236,927
Biggest Decreases (20)
HolderReducedChange %Total Shares
MSD Partners, L.P. -1,288,047 -78.8% 347,234
ARIEL INVESTMENTS, LLC -676,579 -19.7% 2,762,484
BWCP, LP -641,690 -74.1% 224,203
MARSHALL WACE, LLP -570,165 -71.3% 229,222
BANK OF AMERICA CORP /DE -278,767 -51.0% 268,065
Bank of New York Mellon Corp -278,030 -28.9% 685,618
Penn Capital Management Company, LL -242,151 -28.9% 595,133
Granahan Investment Management, LLC -211,507 -54.9% 173,876
SILVERCREST ASSET MANAGEMENT GROUP -188,868 -24.2% 590,217
TWO SIGMA INVESTMENTS, LP -175,269 -75.4% 57,217
Squarepoint Ops LLC -139,636 -79.5% 36,040
PRINCIPAL FINANCIAL GROUP INC -136,286 -8.9% 1,393,582
ALGERT GLOBAL LLC -132,944 -63.1% 77,755
NEW YORK STATE COMMON RETIREMENT FU -129,841 -22.2% 455,074
Black Diamond Financial, LLC -108,398 -10.1% 959,964
TUDOR INVESTMENT CORP ET AL -82,410 -51.4% 77,813
Russell Investments Group, Ltd. -78,802 -20.5% 305,681
Nuveen, LLC -63,354 -9.9% 577,775
Connor, Clark & Lunn Investment Man -54,615 -15.9% 288,339
RICE HALL JAMES & ASSOCIATES, LLC -52,905 -38.3% 85,391

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms