Norwegian Cruise Line
NCLH
524 hedge funds and large institutions have $6.47B invested in Norwegian Cruise Line in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 179 reducing their positions, and 65 closing their positions.
15% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 65
7% more capital invested
Capital invested by funds: $6.05B → $6.47B (+$423M)
1.75% more ownership
Funds ownership: 71% → 72.75% (+1.7%)
1% more funds holding
Funds holding: 520 → 524 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
12% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 179
55% less call options, than puts
Call options by funds: $353M | Put options by funds: $788M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$224M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$24.9M |
| 4 |
Rockefeller Capital Management
New York
|
+$18.3M |
| 5 |
LOAMU
Lombard Odier Asset Management (USA)
New York
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$97.2M |
| 2 |
Two Sigma Advisers
New York
|
-$22.8M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$21.4M |
| 4 |
Two Sigma Investments
New York
|
-$15.7M |
| 5 |
Squarepoint
New York
|
-$11.5M |
NCLH Hedge Fund Activity: Q1 2024 in Review
524 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q1 2024, worth a combined $6.47B — up 7% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new NCLH positions and 65 closed out — a net gain of 10 holders — while 157 added to existing stakes and 179 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $224M. The largest seller was Morgan Stanley, cutting an estimated $97.2M.
- 524 institutional investors held Norwegian Cruise Line (NCLH) as of Q1 2024, up from 520 in Q4 2023.
- Funds reported $6.47B of Norwegian Cruise Line stock for Q1 2024, up 7% quarter-over-quarter.
- 75 funds opened new Norwegian Cruise Line positions in Q1 2024 and 65 closed out, a net change of +10 holders.
- The largest Norwegian Cruise Line buyer in Q1 2024 was T. Rowe Price Associates, an estimated $224M added.
- The largest Norwegian Cruise Line seller in Q1 2024 was Morgan Stanley, an estimated $97.2M sold.
Based on aggregated 13F filings for Q1 2024.