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Norwegian Cruise Line
NCLH

Overview Fund Activity

454 hedge funds and large institutions have $12B invested in Norwegian Cruise Line in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+27
Holders Change %
+6.32%
% of All Funds
8.97%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
71
Increased
155
Reduced
164
Closed
34
Calls
$35.4M
Puts
$48.4M
Net Calls
-$13.1M
Net Calls Change
-$15.1M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$112M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$306M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$52.4M
4
MWNA
Marshall Wace North America
New York
$57.9M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$27.6M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$94M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$691M
3
HVCM
HG Vora Capital Management
New York
$43.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
AL
AJO LP
Pennsylvania
$49.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
426
First Horizon Advisors
Tennessee
$6K – – –
SCA
427
Stonebridge Capital Advisors
Minnesota
$6K – – –
RAM
428
Riggs Asset Management
Pennsylvania
$6K – – –
IFAM
429
Institutional & Family Asset Management
Colorado
$6K – – –
EARNEST Partners
430
EARNEST Partners
Georgia
$6K – – –
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
VCP
432
Verus Capital Partners
Arizona
$6K +$6K +100 New
LWA
433
Lenox Wealth Advisors
New York
$5K – – –
ATC
434
Adirondack Trust Company
New York
$5K – – –
AIL
435
AGF Investments LLC
Ontario, Canada
$5K – – –
TI
436
tru Independence
Oregon
$5K +$5K +500 New
CI
437
CX Institutional
Indiana
$4K – – –
ETC
438
Exchange Traded Concepts
Oklahoma
$4K +$4K +77 New
GWM
439
Geneos Wealth Management
Colorado
$4K +$4K +81 New
SFSIG
440
San Francisco Sentry Investment Group
California
$2K – – –
EWA
441
Evolution Wealth Advisors
Florida
$2K +$121 +2 +6%
KPW
442
Kore Private Wealth
New York
$2K +$2K +26 New
CFG
443
Citizens Financial Group
Rhode Island
$2K +$2K +27 New
WCM
444
Wealthcare Capital Management
Virginia
$2K +$2K +33 New
AWA
445
Arkadios Wealth Advisors
Georgia
$1.66K +$1.66K +31 New
EW
446
Evoke Wealth
California
$1.58K – – –
BBHC
447
Brown Brothers Harriman & Co
New York
$1K -$1.12K -28 -53%
CAM
448
ClariVest Asset Management
California
$1K – – –
GWS
449
Glassman Wealth Services
Virginia
$1K +$368 +7 +58%
TWA
450
TCI Wealth Advisors
Arizona
$1K +$1K +10 New
16 17
18
19 20