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Norwegian Cruise Line
NCLH

Overview Fund Activity

536 hedge funds and large institutions have $5.59B invested in Norwegian Cruise Line in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 240 increasing their positions, 107 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+34
Holders Change %
+6.77%
% of All Funds
9.44%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
113
Increased
240
Reduced
107
Closed
73
Calls
$729M
Puts
$738M
Net Calls
-$8.63M
Net Calls Change
-$261K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.05B
2
ZP
Zimmer Partners
New York
$130M
3
BlackRock
BlackRock
New York
$560M
4
Goldman Sachs
Goldman Sachs
New York
$90.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$62.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$253M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.7M
3
TIM
Thornburg Investment Management
New Mexico
$16.1M
4
Boston Partners
Boston Partners
Massachusetts
$85.1M
5
Citadel Advisors
Citadel Advisors
Florida
$30.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
501
Total Clarity Wealth Management
Illinois
$3K +$3K +100 New
TCM
502
Tradewinds Capital Management
Washington
$3K +$3K +100 New
TFM
503
TFC Financial Management
Massachusetts
$3K +$3K +105 New
RWB
504
RMR Wealth Builders
New Jersey
$3K +$3K +120 New
HFS
505
HBC Financial Services
Washington
$2.83K +$2.83K +100 New
LWA
506
Lenox Wealth Advisors
New York
$2K – – –
FEG
507
Financial Enhancement Group
Indiana
$2K – – –
MWC
508
MBM Wealth Consultants
Missouri
$2K – – –
LWM
509
Liberty Wealth Management
California
$2K – – –
SIC
510
Salem Investment Counselors
North Carolina
$2K +$2K +55 New
Bank Julius Baer & Co
511
Bank Julius Baer & Co
Switzerland
$2K +$2K +72 New
AWA
512
Arkadios Wealth Advisors
Georgia
$2K +$2K +78 New
CWA
513
Carolina Wealth Advisors
South Carolina
$2K +$2K +88 New
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$1K -$4.5K -99 -82%
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$510 -25 -34%
FF
516
FourThought Financial
Florida
$1K – – –
PCFFS
517
Pacific Center for Financial Services
California
$1K – – –
VCM
518
Versant Capital Management
Arizona
$1K – – –
PP
519
Pacifica Partners
Canada
$1K – – –
RIM
520
Rockbridge Investment Management
New York
$1K – – –
MAM
521
McCarthy Asset Management
California
$1K – – –
BWM
522
BerganKDV Wealth Management
Minnesota
$1K +$1K +25 New
AFS
523
Annapolis Financial Services
Maryland
$1K +$1K +25 New
WWM
524
Wolff Wiese Magana
California
$1K +$1K +35 New
NWM
525
Navigation Wealth Management
Colorado
$1K +$1K +49 New
19 20
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