Norwegian Cruise Line
NCLH
227 hedge funds and large institutions have $9.2B invested in Norwegian Cruise Line in 2015 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 97 increasing their positions, 54 reducing their positions, and 19 closing their positions.
899% more call options, than puts
Call options by funds: $9.55M | Put options by funds: $956K
226% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 19
80% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 54
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
23% more funds holding
Funds holding: 184 → 227 (+43)
21% more capital invested
Capital invested by funds: $7.62B → $9.2B (+$1.58B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$121M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$95.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$94.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$91.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$84.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$504M |
| 2 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$299M |
| 3 |
Lazard Asset Management
New York
|
-$88.9M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$81.4M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$39M |
NCLH Hedge Fund Activity: Q1 2015 in Review
227 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q1 2015, worth a combined $9.2B — up 21% from $7.62B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new NCLH positions and 19 closed out — a net gain of 43 holders — while 97 added to existing stakes and 54 trimmed.
The largest buyer was Vanguard Group, adding an estimated $121M. The largest seller was Capital World Investors, cutting an estimated $504M.
- 227 institutional investors held Norwegian Cruise Line (NCLH) as of Q1 2015, up from 184 in Q4 2014.
- Funds reported $9.2B of Norwegian Cruise Line stock for Q1 2015, up 21% quarter-over-quarter.
- 62 funds opened new Norwegian Cruise Line positions in Q1 2015 and 19 closed out, a net change of +43 holders.
- The largest Norwegian Cruise Line buyer in Q1 2015 was Vanguard Group, an estimated $121M added.
- The largest Norwegian Cruise Line seller in Q1 2015 was Capital World Investors, an estimated $504M sold.
Based on aggregated 13F filings for Q1 2015.