Norwegian Cruise Line
NCLH
511 hedge funds and large institutions have $4.66B invested in Norwegian Cruise Line in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 154 increasing their positions, 182 reducing their positions, and 73 closing their positions.
4.55% more ownership
Funds ownership: 61.84% → 66.39% (+4.5%)
4% less funds holding
Funds holding: 530 → 511 (-19)
15% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 73
15% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 182
18% less capital invested
Capital invested by funds: $5.7B → $4.66B (-$1.04B)
43% less call options, than puts
Call options by funds: $332M | Put options by funds: $579M
80% less funds holding in top 10
Funds holding in top 10: 10 → 2 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$560M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$132M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$57.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$27.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$132M |
| 2 |
Squarepoint
New York
|
-$46.3M |
| 3 |
Millennium Management
New York
|
-$43.8M |
| 4 |
Man Group
London,
United Kingdom
|
-$35.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$35.1M |
NCLH Hedge Fund Activity: Q3 2023 in Review
511 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Norwegian Cruise Line (NCLH) for Q3 2023, worth a combined $4.66B — down 18% from $5.7B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of NCLH and 62 opened new positions — a net loss of 11 holders — while 182 trimmed existing stakes and 154 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $560M. The largest seller was Two Sigma Investments, cutting an estimated $132M.
- 511 institutional investors held Norwegian Cruise Line (NCLH) as of Q3 2023, down from 530 in Q2 2023.
- Funds reported $4.66B of Norwegian Cruise Line stock for Q3 2023, down 18% quarter-over-quarter.
- 62 funds opened new Norwegian Cruise Line positions in Q3 2023 and 73 closed out, a net change of -11 holders.
- The largest Norwegian Cruise Line buyer in Q3 2023 was Capital Research Global Investors, an estimated $560M added.
- The largest Norwegian Cruise Line seller in Q3 2023 was Two Sigma Investments, an estimated $132M sold.
Based on aggregated 13F filings for Q3 2023.