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National Vision

146 hedge funds and large institutions have $2.33B invested in National Vision in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 29 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $4.44M | Put options by funds: $1.26M

134% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 30

3.02% more ownership

Funds ownership: 104.42%107.44% (+3%)

3% more funds holding

Funds holding: 142146 (+4)

35% less capital invested

Capital invested by funds: $3.56B → $2.33B (-$1.23B)

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
35
Increased
68
Reduced
29
Closed
30
Calls
$4.44M
Puts
$1.26M
Net Calls
+$3.18M
Net Calls Change
+$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$21.5M +$5.98M +157,211 +26%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$20.1M +$7.32M +192,289 +37%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$19.2M -$9.51M -249,806 -27%
Norges Bank
29
Norges Bank
Norway
$13.6M +$952K +25,000 +5%
Handelsbanken Fonder
30
Handelsbanken Fonder
Sweden
$13.6M +$7.34M +192,968 +67%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$13.5M +$18.2M +478,928 New
Wells Fargo
32
Wells Fargo
California
$12.9M +$6.69M +175,894 +63%
CAM
33
Cortina Asset Management
Wisconsin
$12.6M -$227K -5,962 -1%
ECP
34
Elk Creek Partners
Colorado
$10.5M -$2.41M -63,251 -14%
Jennison Associates
35
Jennison Associates
New York
$10.3M +$13.9M +363,980 New
RCW
36
Rheos Capital Works
Japan
$9.86M +$11.4M +300,000 +600%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$9.83M -$4.78M -125,585 -26%
Charles Schwab
38
Charles Schwab
California
$9.78M +$3.13M +82,275 +31%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$9M +$5.35M +140,578 +79%
AAM
40
AMI Asset Management
California
$8.56M +$11.6M +303,790 New
JGC
41
J. Goldman & Co
New York
$6.08M +$8.22M +215,916 New
Federated Hermes
42
Federated Hermes
Pennsylvania
$5.63M -$3.54K -93 -0%
Bank of America
43
Bank of America
North Carolina
$5.24M +$1.22M +32,021 +21%
Impax Asset Management Group
44
Impax Asset Management Group
United Kingdom
$4.87M
BCMNY
45
Buckingham Capital Management (New York)
New York
$4.53M -$419K -11,000 -6%
SEI Investments
46
SEI Investments
Pennsylvania
$4.02M +$88.5K +2,326 +3%
PC
47
Pier Capital
Connecticut
$3.92M +$5.29M +139,068 New
Russell Investments Group
48
Russell Investments Group
United Kingdom
$3.67M +$1.61M +42,298 +48%
PI
49
Putnam Investments
Massachusetts
$3.55M +$348K +9,141 +8%
Morgan Stanley
50
Morgan Stanley
New York
$3.5M -$1.05M -27,630 -18%

EYE Hedge Fund Activity: Q4 2018 in Review

146 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q4 2018, worth a combined $2.33B — down 35% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EYE positions and 30 closed out — a net gain of 5 holders — while 68 added to existing stakes and 29 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $79.8M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $383M.

  • 146 institutional investors held National Vision (EYE) as of Q4 2018, up from 142 in Q3 2018.
  • Funds reported $2.33B of National Vision stock for Q4 2018, down 35% quarter-over-quarter.
  • 35 funds opened new National Vision positions in Q4 2018 and 30 closed out, a net change of +5 holders.
  • The largest National Vision buyer in Q4 2018 was AllianceBernstein, an estimated $79.8M added.
  • The largest National Vision seller in Q4 2018 was Kohlberg Kravis Roberts & Co, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2018.