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National Vision
EYE

189 hedge funds and large institutions have $4.53B invested in National Vision in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $652K | Put options by funds: $340K

7% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 68

1.24% less ownership

Funds ownership: 115.41% → 114.17% (-1.2%)

5% less funds holding

Funds holding: 198 → 189 (-9)

16% less capital invested

Capital invested by funds: $5.37B → $4.53B (-$839M)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
73
Reduced
68
Closed
36
Calls
$652K
Puts
$340K
Net Calls
+$312K
Net Calls Change
-$852K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$66.2M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$58.2M
3
DCP
Durable Capital Partners
Maryland
+$35.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$26.4M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$21.9M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$77.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$44.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$38.9M
5
BlackRock
BlackRock
New York
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
Impax Asset Management Group
51
Impax Asset Management Group
United Kingdom
$10.1M – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$9.45M +$10.5M +196,860 New
Wells Fargo
53
Wells Fargo
California
$9.25M -$1.24M -23,183 -11%
SEI Investments
54
SEI Investments
Pennsylvania
$8.94M +$771K +14,400 +8%
GLA
55
Great Lakes Advisors
Illinois
$8.75M -$61.9K -1,155 -0.6%
Swiss National Bank
56
Swiss National Bank
Switzerland
$8.63M – – –
Deutsche Bank
57
Deutsche Bank
Germany
$8.62M +$2.32M +43,234 +32%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$8.59M +$1.09M +20,431 +13%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$8.49M -$220K -4,111 -2%
EAM
60
Eagle Asset Management
Florida
$8.41M -$397K -7,409 -4%
ORI
61
Oak Ridge Investments
Illinois
$8.26M -$145K -2,699 -2%
Comerica Bank
62
Comerica Bank
Texas
$8.16M +$176K +3,282 +2%
PCM
63
Penn Capital Management
Pennsylvania
$7M +$95K +1,773 +1%
AAM
64
AMI Asset Management
California
$6.83M -$1.67M -31,217 -18%
Allianz Asset Management
65
Allianz Asset Management
Germany
$6.83M -$1.18M -21,966 -13%
AACP
66
Advantage Alpha Capital Partners
California
$6.66M +$3.11M +58,050 +72%
First Trust Advisors
67
First Trust Advisors
Illinois
$6.4M +$1.35M +25,210 +23%
Millennium Management
68
Millennium Management
New York
$6.25M -$1.31M -24,440 -16%
Barclays
69
Barclays
United Kingdom
$5.55M +$1.16M +21,690 +23%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$5.46M +$161K +3,013 +3%
Principal Financial Group
71
Principal Financial Group
Iowa
$4.67M -$1.6M -29,807 -23%
Ameriprise
72
Ameriprise
Minnesota
$4.57M +$483K +9,018 +10%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.46M +$5.46K +102 +0.1%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$4.25M -$25.3K -472 -0.5%
PP
75
PDT Partners
New York
$3.93M – – –
1 2
3
4 5

EYE Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q4 2021, worth a combined $4.53B — down 16% from $5.37B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EYE and 28 opened new positions — a net loss of 8 holders — while 68 trimmed existing stakes and 73 added.

The largest buyer was Wellington Management Group, adding an estimated $66.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $77.1M sold.

  • 189 institutional investors held National Vision (EYE) as of Q4 2021, down from 198 in Q3 2021.
  • Funds reported $4.53B of National Vision stock for Q4 2021, down 16% quarter-over-quarter.
  • 28 funds opened new National Vision positions in Q4 2021 and 36 closed out, a net change of -8 holders.
  • The largest National Vision buyer in Q4 2021 was Wellington Management Group, an estimated $66.2M added.
  • The largest National Vision seller in Q4 2021 was Lord, Abbett & Co, an estimated $77.1M sold.

Based on aggregated 13F filings for Q4 2021.