National Vision
194 hedge funds and large institutions have $2.06B invested in National Vision in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 23 closing their positions.
60% more call options, than puts
Call options by funds: $602K | Put options by funds: $376K
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
30% more capital invested
Capital invested by funds: $1.58B → $2.06B (+$475M)
7% more funds holding
Funds holding: 182 → 194 (+12)
2.4% more ownership
Funds ownership: 106.08% → 108.48% (+2.4%)
4% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$51.7M |
| 2 |
WHCM
Wolf Hill Capital Management
Greenwich,
Connecticut
|
+$48.7M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$42.3M |
| 4 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$37M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$49.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$38.6M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$35.4M |
| 4 |
Millennium Management
New York
|
-$28.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$20M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JF
201
Jump Financial
Chicago,
Illinois
| – | -$614K | -32,571 | Closed |
|
|
BAM
202
Blueshift Asset Management
Red Bank,
New Jersey
| – | -$546K | -28,975 | Closed |
|
|
CC
203
Cipher Capital
New York
| – | -$381K | -20,223 | Closed |
|
|
AWM
204
Avior Wealth Management
Omaha,
Nebraska
| – | -$221K | -11,736 | Closed |
|
|
SOW
205
State of Wyoming
Cheyenne,
Wyoming
| – | -$65.6K | -3,483 | Closed |
|
|
CA
206
Clearstead Advisors
Cleveland,
Ohio
| – | -$23.6K | -1,250 | Closed |
|
|
PB
207
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$7.1K | -377 | Closed |
|
|
BAM
208
Belpointe Asset Management
Reno,
Nevada
| – | -$5.37K | -285 | Closed |
|
|
WBC
209
West Branch Capital
Amherst,
Massachusetts
| – | -$4.11K | -218 | Closed |
|
|
HWM
210
HighMark Wealth Management
St. Paul,
Minnesota
| – | -$3.62K | -192 | Closed |
|
|
BTI
211
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -16 | Closed |
|
|
SC
212
Schubert & Co
Mckinney,
Texas
| – | -$114 | -6 | Closed |
|
|
SSG
213
Summit Securities Group
New York
| – | +$23 | +1 | New |
|
214
Comerica Bank
Dallas,
Texas
| – | +$206K | +8,858 | New |
|
EYE Hedge Fund Activity: Q2 2023 in Review
194 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q2 2023, worth a combined $2.06B — up 30% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EYE positions and 23 closed out — a net gain of 12 holders — while 68 added to existing stakes and 71 trimmed.
The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $51.7M. The largest seller was JP Morgan Chase, cutting an estimated $49.3M.
- 194 institutional investors held National Vision (EYE) as of Q2 2023, up from 182 in Q1 2023.
- Funds reported $2.06B of National Vision stock for Q2 2023, up 30% quarter-over-quarter.
- 35 funds opened new National Vision positions in Q2 2023 and 23 closed out, a net change of +12 holders.
- The largest National Vision buyer in Q2 2023 was ArrowMark Colorado Holdings, an estimated $51.7M added.
- The largest National Vision seller in Q2 2023 was JP Morgan Chase, an estimated $49.3M sold.
Based on aggregated 13F filings for Q2 2023.