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Norwegian Cruise Line

530 hedge funds and large institutions have $5.7B invested in Norwegian Cruise Line in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $3.4B → $5.7B (+$2.31B)

52% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 56

5% more funds holding

Funds holding: 503530 (+27)

2.48% more ownership

Funds ownership: 59.37%61.84% (+2.5%)

13% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 173

48% less call options, than puts

Call options by funds: $476M | Put options by funds: $919M

Holders
530
Holders Change
+27
Holders Change %
+5.37%
% of All Funds
8.32%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.16%
New
85
Increased
150
Reduced
173
Closed
56
Calls
$476M
Puts
$919M
Net Calls
-$442M
Net Calls Change
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
426
Moisand Fitzgerald Tamayo
Florida
$8.71K
SWA
427
SOA Wealth Advisors
New York
$8.6K
NC
428
NewSquare Capital
Pennsylvania
$8.47K
CWM
429
CarsonAllaria Wealth Management
Illinois
$8.1K
KFS
430
Kelly Financial Services
Massachusetts
$7.45K
LC
431
Lindbrook Capital
California
$7.18K +$2.33K +152 +85%
FWA
432
FSC Wealth Advisors
New York
$7.12K
FP
433
Financial Perspectives
Minnesota
$6.86K
FCT
434
First Community Trust
Iowa
$6.53K
LWANC
435
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.53K
AWM
436
Abound Wealth Management
Tennessee
$6.36K
MCM
437
MV Capital Management
Maryland
$6.29K -$2.86K -187 -39%
PP
438
PrairieView Partners
Minnesota
$6K
NSG
439
Nalls Sherbakoff Group
Tennessee
$5.94K
CP
440
Castleview Partners
Texas
$5.88K
Credit Agricole
441
Credit Agricole
France
$5.44K
PP
442
PFS Partners
New Jersey
$5.44K
First Manhattan
443
First Manhattan
New York
$5.29K +$3.72K +243 New
AAP
444
Arax Advisory Partners
Colorado
$5.07K -$995 -65 -22%
SWA
445
Sutton Wealth Advisors
Florida
$5.07K -$5.01K -327 -58%
VNA
446
Valley National Advisers
Pennsylvania
$5K +$230 +15 +8%
CCP
447
Carmel Capital Partners
California
$4.99K
CIA
448
Cape Investment Advisory
Georgia
$4.86K +$352 +23 +12%
AIM
449
Anchor Investment Management
South Carolina
$4.79K
APC
450
Aspire Private Capital
North Carolina
$4.35K

NCLH Hedge Fund Activity: Q2 2023 in Review

530 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q2 2023, worth a combined $5.7B — up 68% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NCLH positions and 56 closed out — a net gain of 29 holders — while 150 added to existing stakes and 173 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $113M. The largest seller was Miller Value Partners, exiting entirely with an estimated $47.7M sold.

  • 530 institutional investors held Norwegian Cruise Line (NCLH) as of Q2 2023, up from 503 in Q1 2023.
  • Funds reported $5.7B of Norwegian Cruise Line stock for Q2 2023, up 68% quarter-over-quarter.
  • 85 funds opened new Norwegian Cruise Line positions in Q2 2023 and 56 closed out, a net change of +29 holders.
  • The largest Norwegian Cruise Line buyer in Q2 2023 was Two Sigma Investments, an estimated $113M added.
  • The largest Norwegian Cruise Line seller in Q2 2023 was Miller Value Partners, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2023.