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Norwegian Cruise Line
NCLH

Overview Fund Activity

547 hedge funds and large institutions have $5.48B invested in Norwegian Cruise Line in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 193 increasing their positions, 146 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+26
Holders Change %
+4.99%
% of All Funds
7.96%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
95
Increased
193
Reduced
146
Closed
60
Calls
$292M
Puts
$554M
Net Calls
-$262M
Net Calls Change
+$173M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$654M
2
Citadel Advisors
Citadel Advisors
Florida
$130M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$505M
4
BlackRock
BlackRock
New York
$535M
5
Invesco
Invesco
Georgia
$215M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$43.7M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.8M
5
UBS Group
UBS Group
Switzerland
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
451
Stone House Investment Management
Pennsylvania
$3.76K +$1.88K +100 +100%
IFAM
452
Institutional & Family Asset Management
Colorado
$3.76K +$1.88K +100 +100%
JFA
453
JNBA Financial Advisors
Minnesota
$3.76K +$1.88K +100 +100%
SWA
454
SOA Wealth Advisors
New York
$3.66K – – –
LWA
455
Lowe Wealth Advisors
Maryland
$3.63K +$3.63K +193 New
SC
456
Stephens Consulting
Michigan
$3.59K – – –
WOC
457
West Oak Capital
California
$3.38K – – –
HIA
458
Harbor Investment Advisory
Maryland
$3.38K +$3.38K +180 New
CWA
459
Carolina Wealth Advisors
South Carolina
$3.31K – – –
KFS
460
Kelly Financial Services
Massachusetts
$3.29K – – –
BIA
461
Bell Investment Advisors
California
$3.18K – – –
T
462
Tidemark
California
$2.82K – – –
SFC
463
Strategic Financial Concepts
Texas
$2.59K +$2.59K +13,352 New
AIC
464
Archer Investment Corporation
Indiana
$2.39K – – –
ATPW
465
Ashton Thomas Private Wealth
Arizona
$2.35K +$2.35K +125 New
JWA
466
JFS Wealth Advisors
Pennsylvania
$2.29K +$977 +52 +74%
SSB
467
Sandy Spring Bank
Maryland
$2.18K – – –
RTL
468
Red Tortoise LLC
Georgia
$2.09K – – –
RBC
469
Roble Belko & Company
Pennsylvania
$2K -$20 -1 -1%
TFGT
470
TS Financial Group (TSFG)
Illinois
$2K – – –
GKIM
471
GW&K Investment Management
Massachusetts
$2K +$376 +25 +23%
ACM
472
Anfield Capital Management
California
$1.99K – – –
FIA
473
FPC Investment Advisory
California
$1.99K – – –
JWM
474
Janiczek Wealth Management
Colorado
$1.96K – – –
M
475
MOTCO
Texas
$1.9K – – –
17 18
19
20 21