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Norwegian Cruise Line
NCLH

569 hedge funds and large institutions have $6.64B invested in Norwegian Cruise Line in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 197 increasing their positions, 157 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

25% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 157

21% more capital invested

Capital invested by funds: $5.49B → $6.64B (+$1.16B)

5.72% more ownership

Funds ownership: 68.05% → 73.76% (+5.7%)

3% more funds holding

Funds holding: 550 → 569 (+19)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

47% less call options, than puts

Call options by funds: $311M | Put options by funds: $591M

Holders
569
Holders Change
+19
Holders Change %
+3.45%
% of All Funds
8.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
197
Reduced
157
Closed
55
Calls
$311M
Puts
$591M
Net Calls
-$280M
Net Calls Change
-$18.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$270M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$159M
3
Millennium Management
Millennium Management
New York
+$80.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$74.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$62.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$181M
2
Citadel Advisors
Citadel Advisors
Florida
-$79.4M
3
Invesco
Invesco
Georgia
-$35.4M
4
Squarepoint
Squarepoint
New York
-$31.8M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
476
Lowe Wealth Advisors
Maryland
$3.96K – – –
SC
477
Stephens Consulting
Michigan
$3.92K – – –
KIG
478
Kessler Investment Group
Indiana
$3.9K +$1.82K +100 +111%
HIA
479
Harbor Investment Advisory
Maryland
$3.69K – – –
CT
480
Colonial Trust
South Carolina
$3.62K +$3.14K +173 New
CWA
481
Carolina Wealth Advisors
South Carolina
$3.61K – – –
BIA
482
Bell Investment Advisors
California
$3.47K – – –
T
483
Tidemark
California
$3.08K – – –
CAL
484
Capital Advisors Ltd
Ohio
$3K +$2.03K +112 +448%
WGS
485
Washington Growth Strategies
District of Columbia
$2.77K +$1.02K +56 New
AIC
486
Archer Investment Corporation
Indiana
$2.6K – – –
RCM
487
Raleigh Capital Management
North Carolina
$2.56K +$454 +25 +25%
CFG
488
Copley Financial Group
California
$2.4K +$2.13K +117 New
SS
489
Sunbelt Securities
Texas
$2.4K +$2.13K +117 New
SSB
490
Sandy Spring Bank
Maryland
$2.38K – – –
RTL
491
Red Tortoise LLC
Georgia
$2.28K – – –
TCOV
492
Trust Company of Vermont
Vermont
$2.28K +$2.02K +111 New
JWA
493
JFS Wealth Advisors
Pennsylvania
$2.26K -$218 -12 -10%
S
494
Sachetta
Massachusetts
$2.19K +$200 +11 +11%
ACM
495
Anfield Capital Management
California
$2.17K – – –
CPA
496
Capital Performance Advisors
California
$2.13K +$1.89K +104 New
M
497
MOTCO
Texas
$2.07K – – –
AWM
498
AllSquare Wealth Management
New York
$2.05K – – –
AAG
499
Armstrong Advisory Group
Massachusetts
$2.05K – – –
APC
500
Aspire Private Capital
North Carolina
$2.05K – – –
18 19
20
21 22

NCLH Hedge Fund Activity: Q3 2024 in Review

569 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q3 2024, worth a combined $6.64B — up 21% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new NCLH positions and 55 closed out — a net gain of 24 holders — while 197 added to existing stakes and 157 trimmed.

The largest buyer was Capital International Investors, adding an estimated $270M. The largest seller was T. Rowe Price Associates, cutting an estimated $181M.

  • 569 institutional investors held Norwegian Cruise Line (NCLH) as of Q3 2024, up from 550 in Q2 2024.
  • Funds reported $6.64B of Norwegian Cruise Line stock for Q3 2024, up 21% quarter-over-quarter.
  • 79 funds opened new Norwegian Cruise Line positions in Q3 2024 and 55 closed out, a net change of +24 holders.
  • The largest Norwegian Cruise Line buyer in Q3 2024 was Capital International Investors, an estimated $270M added.
  • The largest Norwegian Cruise Line seller in Q3 2024 was T. Rowe Price Associates, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2024.