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Norwegian Cruise Line
NCLH

Overview Fund Activity

526 hedge funds and large institutions have $5.69B invested in Norwegian Cruise Line in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 150 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+26
Holders Change %
+5.2%
% of All Funds
8.3%
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
169
Closed
57
Calls
$476M
Puts
$919M
Net Calls
-$442M
Net Calls Change
-$203M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$177M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$117M
3
PCM
3
Patient Capital Management
Maryland
$67.5M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$47M
5
Man Group
5
Man Group
United Kingdom
$41.5M

Top Sellers

1
MVP
1
Miller Value Partners
Florida
$0
2
Capital International Investors
2
Capital International Investors
California
$779M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$6.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$29.1M
5
MC
5
MIG Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
451
JNBA Financial Advisors
Minnesota
$4.35K +$2.18K +100 +100%
CFD
452
Creative Financial Designs
Indiana
$4.35K +$2.18K +100 +100%
TC
453
Truvestments Capital
Florida
$4.18K +$2.96K +136 +243%
SC
454
Stephens Consulting
Michigan
$4.16K – – –
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$4.14K – – –
TWM
456
Tradition Wealth Management
Minnesota
$4K -$1.3K -65 -25%
WOC
457
West Oak Capital
California
$3.92K – – –
TF
458
TimeScale Financial
Massachusetts
$3.92K – – –
TAM
459
Tucker Asset Management
Colorado
$3.85K – – –
CWA
460
Carolina Wealth Advisors
South Carolina
$3.83K -$1.63K -75 -30%
BIA
461
Bell Investment Advisors
California
$3.68K – – –
WT
462
Whittier Trust
California
$3.48K – – –
RA
463
Rise Advisors
New York
$3.27K – – –
BWL
464
Bogart Wealth LLC
Virginia
$3.24K -$21.6K -990 -87%
NSIM
465
North Star Investment Management
Illinois
$3.09K – – –
PVH
466
Psagot Value Holdings
Israel
$3K +$3K +140 New
SF
467
Safeguard Financial
Wisconsin
$3K +$3K +140 New
AIC
468
Archer Investment Corporation
Indiana
$2.77K +$588 +27 +27%
PPWM
469
PFG Private Wealth Management
Florida
$2.61K – – –
RTL
470
Red Tortoise LLC
Georgia
$2.31K -$1.26K -58 -35%
BAAM
471
Baker Avenue Asset Management
California
$2.31K – – –
JWM
472
Janiczek Wealth Management
Colorado
$2.27K – – –
ATC
473
Adirondack Trust Company
New York
$2.21K – – –
GFPC
474
Global Financial Private Client
Florida
$2.19K – – –
CWA
475
Clearview Wealth Advisors
Oregon
$2.18K -$4.35K -200 -67%
17 18
19
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