Norwegian Cruise Line
NCLH
550 hedge funds and large institutions have $5.79B invested in Norwegian Cruise Line in 2021 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 133 reducing their positions, and 67 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 133
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
19% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 67
2% more funds holding
Funds holding: 540 → 550 (+10)
3% more capital invested
Capital invested by funds: $5.61B → $5.79B (+$184M)
10.23% less ownership
Funds ownership: 63.35% → 53.12% (-10%)
17% less call options, than puts
Call options by funds: $777M | Put options by funds: $940M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$123M |
| 2 |
Morgan Stanley
New York
|
+$35.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.3M |
| 4 |
Jane Street
New York
|
+$24.2M |
| 5 |
Goldman Sachs
New York
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$274M |
| 2 |
ZP
Zimmer Partners
New York
|
-$136M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$85.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$62.9M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$48.7M |
NCLH Hedge Fund Activity: Q2 2021 in Review
550 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q2 2021, worth a combined $5.79B — up 3.3% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new NCLH positions and 67 closed out — a net gain of 13 holders — while 237 added to existing stakes and 133 trimmed.
The largest buyer was Capital International Investors, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $274M.
- 550 institutional investors held Norwegian Cruise Line (NCLH) as of Q2 2021, up from 540 in Q1 2021.
- Funds reported $5.79B of Norwegian Cruise Line stock for Q2 2021, up 3.3% quarter-over-quarter.
- 80 funds opened new Norwegian Cruise Line positions in Q2 2021 and 67 closed out, a net change of +13 holders.
- The largest Norwegian Cruise Line buyer in Q2 2021 was Capital International Investors, an estimated $123M added.
- The largest Norwegian Cruise Line seller in Q2 2021 was Fidelity Investments, an estimated $274M sold.
Based on aggregated 13F filings for Q2 2021.