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National Vision

202 hedge funds and large institutions have $1.93B invested in National Vision in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $1.82B → $1.93B (+$108M)

2% more funds holding

Funds holding: 199202 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 111.33%111.33% (+0%)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

96% less call options, than puts

Call options by funds: $542K | Put options by funds: $13.4M

Holders
202
Holders Change
+3
Holders Change %
+1.51%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
67
Reduced
71
Closed
25
Calls
$542K
Puts
$13.4M
Net Calls
-$12.9M
Net Calls Change
-$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
176
Russell Investments Group
United Kingdom
$6.49K
CFM
177
Catalyst Funds Management
Australia
$4.43K +$4.22K +200 New
EC
178
Elequin Capital
New York
$4.01K +$3.82K +181 New
HNB
179
Huntington National Bank
Ohio
$3.99K
LFA
180
LGT Financial Advisors
Texas
$3.26K
Osaic Holdings
181
Osaic Holdings
Arizona
$3.21K +$1.26K +60 +71%
Bessemer Group
182
Bessemer Group
New Jersey
$3K
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$2.33K +$2.28K +108 New
Simplex Trading
184
Simplex Trading
Illinois
$2K -$313K -14,846 -99%
CTC
185
Central Trust Company
Missouri
$1.93K
AF
186
Allworth Financial
California
$1.55K +$148 +7 +11%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$1.28K
BIA
188
Bell Investment Advisors
California
$1.22K
JWA
189
JFS Wealth Advisors
Pennsylvania
$998
UB
190
UMB Bank
Missouri
$753 +$717 +34 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$599
SAM
192
Smartleaf Asset Management
Massachusetts
$505 +$485 +23 New
PA
193
Parallel Advisors
California
$421 -$464 -22 -54%
AWM
194
Avior Wealth Management
Nebraska
$332 +$316 +15 New
AWM
195
Abound Wealth Management
Tennessee
$311
ECM
196
Everence Capital Management
Indiana
$296
SIC
197
SJS Investment Consulting
Ohio
$266
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$222
RIL
199
Rothschild Investment LLC
Illinois
$111 +$105 +5 New
TWP
200
TFO Wealth Partners
Ohio
$66

EYE Hedge Fund Activity: Q1 2024 in Review

202 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q1 2024, worth a combined $1.93B — up 5.9% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EYE positions and 25 closed out — a net gain of 4 holders — while 67 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $43.8M. The largest seller was Morgan Stanley, cutting an estimated $43.4M.

  • 202 institutional investors held National Vision (EYE) as of Q1 2024, up from 199 in Q4 2023.
  • Funds reported $1.93B of National Vision stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 29 funds opened new National Vision positions in Q1 2024 and 25 closed out, a net change of +4 holders.
  • The largest National Vision buyer in Q1 2024 was Bank of America, an estimated $43.8M added.
  • The largest National Vision seller in Q1 2024 was Morgan Stanley, an estimated $43.4M sold.

Based on aggregated 13F filings for Q1 2024.