NCLH icon

Norwegian Cruise Line
NCLH

Overview Fund Activity

508 hedge funds and large institutions have $4.65B invested in Norwegian Cruise Line in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 180 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
-18
Holders Change %
-3.42%
% of All Funds
8.1%
Holding in Top 10
2
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
62
Increased
153
Reduced
180
Closed
72
Calls
$332M
Puts
$579M
Net Calls
-$247M
Net Calls Change
+$195M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$501M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$128M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$66.6M
4
Invesco
Invesco
Georgia
$135M
5
Vanguard Group
Vanguard Group
Pennsylvania
$819M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$16M
2
Man Group
Man Group
United Kingdom
$12.8M
3
Squarepoint
Squarepoint
New York
$18M
4
Millennium Management
Millennium Management
New York
$7.36M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
426
Arax Advisory Partners
Colorado
$3.84K – – –
AIM
427
Anchor Investment Management
South Carolina
$3.63K – – –
AA
428
Addison Advisors
Vermont
$3.3K -$10.5K -636 -76%
WIM
429
Westside Investment Management
California
$3.3K – – –
JFA
430
JNBA Financial Advisors
Minnesota
$3.3K – – –
APC
431
Aspire Private Capital
North Carolina
$3.3K – – –
SS
432
Sunbelt Securities
Texas
$3.3K – – –
FSWA
433
Financial Synergies Wealth Advisors
Texas
$3.3K – – –
CQS
434
Credential Qtrade Securities
$3.3K – – –
FAM
435
Flaharty Asset Management
Florida
$3.3K +$3.3K +200 New
SWA
436
SOA Wealth Advisors
New York
$3.21K -$3.3K -200 -51%
AWM
437
Abound Wealth Management
Tennessee
$3.17K -$1.65K -100 -34%
BIA
438
Bell Investment Advisors
California
$3.17K +$379 +23 +14%
TC
439
Truvestments Capital
Florida
$3.16K – – –
SC
440
Stephens Consulting
Michigan
$3.15K – – –
VNA
441
Valley National Advisers
Pennsylvania
$3K -$225 -15 -7%
WOC
442
West Oak Capital
California
$3K – – –
TWM
443
Tradition Wealth Management
Minnesota
$3K – – –
CWA
444
Core Wealth Advisors
Florida
$2.9K +$2.9K +176 New
CWA
445
Carolina Wealth Advisors
South Carolina
$2.9K – – –
TAM
446
Tucker Asset Management
Colorado
$2.47K -$445 -27 -15%
RA
447
Rise Advisors
New York
$2.47K – – –
BWL
448
Bogart Wealth LLC
Virginia
$2.46K – – –
AIC
449
Archer Investment Corporation
Indiana
$2.09K – – –
BC
450
Bartlett & Co
Ohio
$2K -$20K -1,000 -91%
16 17
18
19 20