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National Vision

194 hedge funds and large institutions have $4.23B invested in National Vision in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $3.6B → $4.23B (+$623M)

14% more funds holding

Funds holding: 170194 (+24)

2.25% less ownership

Funds ownership: 117.42%115.17% (-2.2%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

62% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $5.53M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
194
Holders Change
+24
Holders Change %
+14.12%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
65
Reduced
74
Closed
11
Calls
$2.11M
Puts
$5.53M
Net Calls
-$3.42M
Net Calls Change
+$4.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$356M -$3.77M -86,609 -1%
JP Morgan Chase
2
JP Morgan Chase
New York
$356M +$1.23M +28,332 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$330M +$7.86M +180,711 +3%
BlackRock
4
BlackRock
New York
$263M +$17.8M +409,934 +8%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$176M -$31.1M -714,356 -16%
ClearBridge Investments
6
ClearBridge Investments
New York
$152M +$127K +2,924 +0.1%
WA
7
Wasatch Advisors
Utah
$138M -$48.6M -1,118,846 -27%
AllianceBernstein
8
AllianceBernstein
Tennessee
$131M -$38.5M -886,026 -23%
Brown Advisory
9
Brown Advisory
Maryland
$129M +$4.38M +100,836 +4%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$122M -$5.68M -130,635 -5%
DCP
11
Durable Capital Partners
Maryland
$120M
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$116M +$66.7M +1,533,556 +150%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$110M +$3.56M +81,907 +3%
WRF
14
Waddell & Reed Financial
Kansas
$108M +$4.59M +105,506 +5%
TCM
15
TimesSquare Capital Management
New York
$107M -$11.1M -255,380 -10%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$86.2M -$45.9M -1,056,299 -36%
State Street
17
State Street
Massachusetts
$79M +$2.82M +64,925 +4%
CIP
18
Champlain Investment Partners
Vermont
$78.8M +$1.88M +43,240 +3%
EVM
19
Eaton Vance Management
Massachusetts
$77.8M +$12.6M +289,313 +20%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$69.4M +$393K +9,040 +0.6%
BCPEMI
21
Bain Capital Public Equity Management II
Massachusetts
$60.8M -$13.8M -316,330 -19%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$57M -$326K -7,508 -0.6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$56.2M +$3.27M +75,272 +6%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$53.4M -$953K -21,928 -2%
Federated Hermes
25
Federated Hermes
Pennsylvania
$48.6M +$14.1M +325,263 +44%

EYE Hedge Fund Activity: Q4 2020 in Review

194 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q4 2020, worth a combined $4.23B — up 17% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EYE positions and 11 closed out — a net gain of 24 holders — while 65 added to existing stakes and 74 trimmed.

The largest buyer was Westfield Capital Management, adding an estimated $66.7M. The largest seller was Wasatch Advisors, cutting an estimated $48.6M.

  • 194 institutional investors held National Vision (EYE) as of Q4 2020, up from 170 in Q3 2020.
  • Funds reported $4.23B of National Vision stock for Q4 2020, up 17% quarter-over-quarter.
  • 35 funds opened new National Vision positions in Q4 2020 and 11 closed out, a net change of +24 holders.
  • The largest National Vision buyer in Q4 2020 was Westfield Capital Management, an estimated $66.7M added.
  • The largest National Vision seller in Q4 2020 was Wasatch Advisors, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2020.