We are live on ! Find out more
NCLH icon

Norwegian Cruise Line

506 hedge funds and large institutions have $2.77B invested in Norwegian Cruise Line in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 188 increasing their positions, 135 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

39% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 135

10% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 61

1% more capital invested

Capital invested by funds: $2.74B → $2.77B (+$22.8M)

0.43% less ownership

Funds ownership: 58.78%58.36% (-0.43%)

1% less funds holding

Funds holding: 509506 (-3)

26% less call options, than puts

Call options by funds: $324M | Put options by funds: $436M

Holders
506
Holders Change
-3
Holders Change %
-0.59%
% of All Funds
8.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
67
Increased
188
Reduced
135
Closed
61
Calls
$324M
Puts
$436M
Net Calls
-$112M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
376
Washington Trust Advisors
Massachusetts
$14K
BFEC
377
Benjamin F. Edwards & Company
Missouri
$13K
BWL
378
Bogart Wealth LLC
Virginia
$13K
DekaBank Deutsche Girozentrale
379
DekaBank Deutsche Girozentrale
Germany
$13K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$13K +$5.2K +395 +54%
UB
381
UMB Bank
Missouri
$13K +$13.6K +1,036 +1,026%
RTC
382
Riverview Trust Company
Washington
$13K +$14.9K +1,128 New
KTC
383
Kistler-Tiffany Companies
Pennsylvania
$12K
PFBT
384
Parkside Financial Bank & Trust
Missouri
$11K -$16.2K -1,230 -55%
HS
385
Horan Securities
United States
$11K
MWM
386
Mascoma Wealth Management
New Hampshire
$11K
MAWCM
387
Mine & Arao Wealth Creation & Management
California
$11K
First Manhattan
388
First Manhattan
New York
$10K
SIC
389
Salem Investment Counselors
North Carolina
$9K
TFM
390
TFC Financial Management
Massachusetts
$9K +$5.27K +400 +101%
WWP
391
WR Wealth Planners
Missouri
$9K
AWM
392
Atticus Wealth Management
Florida
$8K
BWA
393
BDO Wealth Advisors
Florida
$8K
KFI
394
Key Financial Inc
Pennsylvania
$8K
ZB
395
Zions Bancorporation
Utah
$8K +$593 +45 +7%
PWMG
396
Prestige Wealth Management Group
New Jersey
$8K +$2.07K +157 +31%
C
397
Covestor
United Kingdom
$8K +$9.22K +700 +14,000%
RAM
398
Riggs Asset Management
Pennsylvania
$7K
EWA
399
EverSource Wealth Advisors
Alabama
$7K +$1.11K +84 +17%
SWA
400
Sutton Wealth Advisors
Florida
$6.13K +$3.73K +283 +110%

NCLH Hedge Fund Activity: Q3 2022 in Review

506 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q3 2022, worth a combined $2.77B — up 0.83% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NCLH positions and 61 closed out — a net gain of 6 holders — while 188 added to existing stakes and 135 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $48.6M. The largest seller was Capital International Investors, cutting an estimated $129M.

  • 506 institutional investors held Norwegian Cruise Line (NCLH) as of Q3 2022, down from 509 in Q2 2022.
  • Funds reported $2.77B of Norwegian Cruise Line stock for Q3 2022, up 0.83% quarter-over-quarter.
  • 67 funds opened new Norwegian Cruise Line positions in Q3 2022 and 61 closed out, a net change of +6 holders.
  • The largest Norwegian Cruise Line buyer in Q3 2022 was Man Group, an estimated $48.6M added.
  • The largest Norwegian Cruise Line seller in Q3 2022 was Capital International Investors, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.