Norwegian Cruise Line
NCLH
540 hedge funds and large institutions have $5.61B invested in Norwegian Cruise Line in 2021 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 240 increasing their positions, 110 reducing their positions, and 73 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 110
55% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 73
27% more capital invested
Capital invested by funds: $4.41B → $5.61B (+$1.19B)
8.39% more ownership
Funds ownership: 54.96% → 63.35% (+8.4%)
7% more funds holding
Funds holding: 506 → 540 (+34)
1% less call options, than puts
Call options by funds: $729M | Put options by funds: $738M
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$144M |
| 2 |
ZP
Zimmer Partners
New York
|
+$126M |
| 3 |
BlackRock
New York
|
+$82.7M |
| 4 |
Goldman Sachs
New York
|
+$67.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$20.9M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$14.9M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$11.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$11.4M |
NCLH Hedge Fund Activity: Q1 2021 in Review
540 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q1 2021, worth a combined $5.61B — up 27% from $4.41B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new NCLH positions and 73 closed out — a net gain of 40 holders — while 240 added to existing stakes and 110 trimmed.
The largest buyer was Vanguard Group, adding an estimated $144M. The largest seller was Fidelity Investments, cutting an estimated $28.3M.
- 540 institutional investors held Norwegian Cruise Line (NCLH) as of Q1 2021, up from 506 in Q4 2020.
- Funds reported $5.61B of Norwegian Cruise Line stock for Q1 2021, up 27% quarter-over-quarter.
- 113 funds opened new Norwegian Cruise Line positions in Q1 2021 and 73 closed out, a net change of +40 holders.
- The largest Norwegian Cruise Line buyer in Q1 2021 was Vanguard Group, an estimated $144M added.
- The largest Norwegian Cruise Line seller in Q1 2021 was Fidelity Investments, an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2021.