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National Vision

170 hedge funds and large institutions have $3.6B invested in National Vision in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 41 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

25% more capital invested

Capital invested by funds: $2.89B → $3.6B (+$711M)

10% more funds holding

Funds holding: 154170 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 117.85%117.42% (-0.43%)

45% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 75

78% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $10.3M

Holders
170
Holders Change
+16
Holders Change %
+10.39%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
41
Reduced
75
Closed
23
Calls
$2.23M
Puts
$10.3M
Net Calls
-$8.12M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
126
UBS Group
Switzerland
$352K -$533K -15,330 -62%
AAM
127
Azzad Asset Management
Virginia
$350K +$318K +9,152 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$347K +$37.9K +1,091 +14%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$346K +$149K +4,278 +90%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$345K +$312K +8,961 New
DT
131
Diversified Trust
Tennessee
$327K
SFA
132
Stewardship Financial Advisors
Georgia
$318K -$34.8K -1,000 -11%
First Trust Advisors
133
First Trust Advisors
Illinois
$310K +$282K +8,115 New
DCM
134
Dupont Capital Management
Delaware
$292K -$337K -9,696 -56%
Rafferty Asset Management
135
Rafferty Asset Management
New York
$278K +$253K +7,280 New
SO
136
STRS Ohio
Ohio
$275K +$34.8K +1,000 +16%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$272K +$247K +7,103 New
SM
138
Sciencast Management
New Jersey
$266K +$233K +6,700 New
AIP
139
Ameritas Investment Partners
Nebraska
$263K
AG
140
Aperio Group
California
$252K +$229K +6,588 New
KeyBank National Association
141
KeyBank National Association
Ohio
$251K +$228K +6,556 New
Prudential Financial
142
Prudential Financial
New Jersey
$246K +$224K +6,440 New
PP
143
Paloma Partners
Connecticut
$237K +$215K +6,191 New
SEC
144
Seven Eight Capital
New York
$222K +$202K +5,797 New
PMA
145
Prudent Man Advisors
Illinois
$209K +$190K +5,457 New
GCP
146
GSA Capital Partners
United Kingdom
$206K +$187K +5,393 New
B
147
Bailard
California
$206K +$188K +5,400 New
E
148
Ergoteles
New York
$206K +$188K +5,400 New
MOS
149
MGO One Seven
Ohio
$205K +$187K +5,369 New
APA
150
American Portfolios Advisors
New York
$191K

EYE Hedge Fund Activity: Q3 2020 in Review

170 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q3 2020, worth a combined $3.6B — up 25% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EYE positions and 23 closed out — a net gain of 16 holders — while 41 added to existing stakes and 75 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $35.6M. The largest seller was Fidelity Investments, cutting an estimated $16.7M.

  • 170 institutional investors held National Vision (EYE) as of Q3 2020, up from 154 in Q2 2020.
  • Funds reported $3.6B of National Vision stock for Q3 2020, up 25% quarter-over-quarter.
  • 39 funds opened new National Vision positions in Q3 2020 and 23 closed out, a net change of +16 holders.
  • The largest National Vision buyer in Q3 2020 was Westfield Capital Management, an estimated $35.6M added.
  • The largest National Vision seller in Q3 2020 was Fidelity Investments, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2020.