Norwegian Cruise Line
NCLH
520 hedge funds and large institutions have $6.05B invested in Norwegian Cruise Line in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 134 increasing their positions, 182 reducing their positions, and 74 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more capital invested
Capital invested by funds: $4.66B → $6.05B (+$1.39B)
23% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 74
4.61% more ownership
Funds ownership: 66.39% → 71% (+4.6%)
2% more funds holding
Funds holding: 511 → 520 (+9)
26% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 182
53% less call options, than puts
Call options by funds: $500M | Put options by funds: $1.07B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$428M |
| 2 |
Morgan Stanley
New York
|
+$98.6M |
| 3 |
Two Sigma Investments
New York
|
+$77.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$39.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$253M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$24M |
| 3 |
Renaissance Technologies
New York
|
-$23.1M |
| 4 |
Goldman Sachs
New York
|
-$22.7M |
| 5 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$20.4M |
NCLH Hedge Fund Activity: Q4 2023 in Review
520 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q4 2023, worth a combined $6.05B — up 30% from $4.66B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new NCLH positions and 74 closed out — a net gain of 17 holders — while 134 added to existing stakes and 182 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $428M. The largest seller was Capital International Investors, cutting an estimated $253M.
- 520 institutional investors held Norwegian Cruise Line (NCLH) as of Q4 2023, up from 511 in Q3 2023.
- Funds reported $6.05B of Norwegian Cruise Line stock for Q4 2023, up 30% quarter-over-quarter.
- 91 funds opened new Norwegian Cruise Line positions in Q4 2023 and 74 closed out, a net change of +17 holders.
- The largest Norwegian Cruise Line buyer in Q4 2023 was Capital Research Global Investors, an estimated $428M added.
- The largest Norwegian Cruise Line seller in Q4 2023 was Capital International Investors, an estimated $253M sold.
Based on aggregated 13F filings for Q4 2023.