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Norwegian Cruise Line
NCLH

Overview Fund Activity

516 hedge funds and large institutions have $6.04B invested in Norwegian Cruise Line in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 134 increasing their positions, 181 reducing their positions, and 74 closing their positions.

Holders
516
Holders Change
+8
Holders Change %
+1.57%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
90
Increased
134
Reduced
181
Closed
74
Calls
$500M
Puts
$1.07B
Net Calls
-$565M
Net Calls Change
-$318M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.14B
2
Morgan Stanley
2
Morgan Stanley
New York
$235M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$116M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$204M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.2M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$403M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$51M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.03M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
426
SOA Wealth Advisors
New York
$3.91K 195 – –
AWM
427
Abound Wealth Management
Tennessee
$3.85K 192 – –
TC
428
Truvestments Capital
Florida
$3.85K 192 – –
SC
429
Stephens Consulting
Michigan
$3.83K 191 – –
CWA
430
Core Wealth Advisors
Florida
$3.53K 176 – –
CWA
431
Carolina Wealth Advisors
South Carolina
$3.53K 176 – –
KFS
432
Kelly Financial Services
Massachusetts
$3.51K 175 -167 -49%
BIA
433
Bell Investment Advisors
California
$3.39K 169 -23 -12%
RIL
434
Rothschild Investment LLC
Illinois
$3.09K 154 +154 New
RA
435
Rise Advisors
New York
$3.01K 150 – –
T
436
Tidemark
California
$3.01K 150 +150 New
WOC
437
West Oak Capital
California
$3K 180 – –
BWL
438
Bogart Wealth LLC
Virginia
$2.79K 139 -10 -7%
AIC
439
Archer Investment Corporation
Indiana
$2.55K 127 – –
FSWA
440
Financial Synergies Wealth Advisors
Texas
$2.45K 200 – –
TAM
441
Tucker Asset Management
Colorado
$2.41K 120 -30 -20%
PPWM
442
PFG Private Wealth Management
Florida
$2.41K 120 – –
SSB
443
Sandy Spring Bank
Maryland
$2.33K 116 – –
VWM
444
Venturi Wealth Management
Texas
$2.31K 115 +115 New
RTL
445
Red Tortoise LLC
Georgia
$2.22K 111 +5 +5%
GJIA
446
Glass Jacobson Investment Advisors
Maryland
$2.21K 110 -200 -65%
JWM
447
Janiczek Wealth Management
Colorado
$2.09K 104 – –
BCWM
448
Bartlett & Co Wealth Management
Ohio
$2.05K 100 – –
M
449
MOTCO
Texas
$2.02K 101 +101 New
PA
450
PSI Advisors
Florida
$2K 100 -3,000 -97%
16 17
18
19 20