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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
BCWM
501
Bartlett & Co Wealth Management
Ohio
$2.05K – – –
BHWM
502
Beaird Harris Wealth Management
Texas
$2.05K – – –
BFS
503
Burkett Financial Services
South Carolina
$2.05K – – –
CSWM
504
Cassady Schiller Wealth Management
Ohio
$2.05K – – –
CFFP
505
Center for Financial Planning
Michigan
$2.05K – – –
CTC
506
Central Trust Company
Missouri
$2.05K – – –
CSB
507
City State Bank
Iowa
$2.05K – – –
CFB
508
Cullen/Frost Bankers
Texas
$2.05K – – –
FNWA
509
Financial Network Wealth Advisors
Utah
$2.05K – – –
FCAS
510
First Command Advisory Services
Texas
$2.05K – – –
FFC
511
First Financial Corp
Indiana
$2.05K – – –
FUBT
512
First United Bank & Trust
Maryland
$2.05K – – –
FGA
513
Fortis Group Advisors
New Jersey
$2.05K – – –
GJWM
514
Gilliland Jeter Wealth Management
Arkansas
$2.05K – – –
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.05K – – –
MWM
516
Mascoma Wealth Management
New Hampshire
$2.05K – – –
NECFA
517
New England Capital Financial Advisors
Connecticut
$2.05K – – –
OC
518
Oakworth Capital
Alabama
$2.05K – – –
PA
519
PSI Advisors
Florida
$2.05K – – –
RWPA
520
Richard W. Paul & Associates
Michigan
$2.05K – – –
TSMHT
521
Thurston Springer Miller Herd & Titak
Indiana
$2.05K – – –
WFA
522
West Financial Advisors
Iowa
$2.05K – – –
DWM
523
Darwin Wealth Management
Florida
$2.05K +$1.82K +100 New
RWM
524
Reston Wealth Management
Virginia
$2.05K +$1.82K +100 New
ATC
525
Adirondack Trust Company
New York
$2.05K – – –
19 20
21
22 23

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.