We are live on ! Find out more
NCLH icon

Norwegian Cruise Line
NCLH

530 hedge funds and large institutions have $5.7B invested in Norwegian Cruise Line in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $3.4B → $5.7B (+$2.31B)

52% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 56

5% more funds holding

Funds holding: 503 → 530 (+27)

2.48% more ownership

Funds ownership: 59.37% → 61.84% (+2.5%)

13% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 173

48% less call options, than puts

Call options by funds: $476M | Put options by funds: $919M

Holders
530
Holders Change
+27
Holders Change %
+5.37%
% of All Funds
8.32%
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
173
Closed
56
Calls
$476M
Puts
$919M
Net Calls
-$442M
Net Calls Change
-$203M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$113M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$41.4M
3
PCM
Patient Capital Management
Maryland
+$39.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$33M
5
Man Group
Man Group
United Kingdom
+$29.2M

Top Sellers

1
MVP
Miller Value Partners
Florida
-$47.7M
2
Capital International Investors
Capital International Investors
California
-$32.4M
3
MC
MIG Capital
California
-$24.2M
4
Marshall Wace
Marshall Wace
United Kingdom
-$24M
5
Citadel Advisors
Citadel Advisors
Florida
-$18M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
476
Janiczek Wealth Management
Colorado
$2.27K – – –
ATC
477
Adirondack Trust Company
New York
$2.21K – – –
GFPC
478
Global Financial Private Client
Florida
$2.19K – – –
CWA
479
Clearview Wealth Advisors
Oregon
$2.18K -$3.06K -200 -67%
CSWM
480
Cassady Schiller Wealth Management
Ohio
$2.18K -$15 -1 -1%
AAG
481
Armstrong Advisory Group
Massachusetts
$2.18K – – –
CFFP
482
Center for Financial Planning
Michigan
$2.18K – – –
CTC
483
Central Trust Company
Missouri
$2.18K – – –
CFB
484
Cullen/Frost Bankers
Texas
$2.18K – – –
FCB
485
First Command Bank
Texas
$2.18K – – –
FCFS
486
First Command Financial Services
Texas
$2.18K – – –
FFC
487
First Financial Corp
Indiana
$2.18K – – –
IFAM
488
Institutional & Family Asset Management
Colorado
$2.18K – – –
NECFA
489
New England Capital Financial Advisors
Connecticut
$2.18K – – –
NF
490
Norwood Financial
Pennsylvania
$2.18K – – –
OC
491
Oakworth Capital
Alabama
$2.18K – – –
OLVIG
492
Oliver Lagore Vanvalin Investment Group
Michigan
$2.18K – – –
SHIM
493
Stone House Investment Management
Pennsylvania
$2.18K – – –
YAL
494
Your Advocates Ltd
Texas
$2.18K – – –
PIAS
495
PCA Investment Advisory Services
Ohio
$2.18K +$1.53K +100 New
EARNEST Partners
496
EARNEST Partners
Georgia
$2.07K – – –
KIG
497
Kessler Investment Group
Indiana
$2.07K – – –
MIFH
498
Migdal Insurance & Financial Holdings
Israel
$2K -$22K -1,438 -94%
TFGT
499
TS Financial Group (TSFG)
Illinois
$2K – – –
RBC
500
Roble Belko & Company
Pennsylvania
$2K +$1.53K +100 New
18 19
20
21 22

NCLH Hedge Fund Activity: Q2 2023 in Review

530 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q2 2023, worth a combined $5.7B — up 68% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new NCLH positions and 56 closed out — a net gain of 29 holders — while 150 added to existing stakes and 173 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $113M. The largest seller was Miller Value Partners, exiting entirely with an estimated $47.7M sold.

  • 530 institutional investors held Norwegian Cruise Line (NCLH) as of Q2 2023, up from 503 in Q1 2023.
  • Funds reported $5.7B of Norwegian Cruise Line stock for Q2 2023, up 68% quarter-over-quarter.
  • 85 funds opened new Norwegian Cruise Line positions in Q2 2023 and 56 closed out, a net change of +29 holders.
  • The largest Norwegian Cruise Line buyer in Q2 2023 was Two Sigma Investments, an estimated $113M added.
  • The largest Norwegian Cruise Line seller in Q2 2023 was Miller Value Partners, an estimated $47.7M sold.

Based on aggregated 13F filings for Q2 2023.