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National Vision
EYE

198 hedge funds and large institutions have $5.37B invested in National Vision in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $1.14M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

13% more capital invested

Capital invested by funds: $4.76B → $5.37B (+$608M)

3% more funds holding

Funds holding: 193 → 198 (+5)

1.09% more ownership

Funds ownership: 114.32% → 115.41% (+1.1%)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

Holders
198
Holders Change
+5
Holders Change %
+2.59%
% of All Funds
3.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
68
Reduced
78
Closed
20
Calls
$2.31M
Puts
$1.14M
Net Calls
+$1.16M
Net Calls Change
+$2.27M

Top Buyers

1
Invesco
Invesco
Georgia
+$69M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.3M
3
BlackRock
BlackRock
New York
+$58.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$41.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.4M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$67M
2
CIP
Champlain Investment Partners
Vermont
-$66.5M
3
Brown Advisory
Brown Advisory
Maryland
-$35.7M
4
DCP
Durable Capital Partners
Maryland
-$35.5M
5
Wells Fargo
Wells Fargo
California
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$452M -$67M -1,212,301 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$430M -$218K -3,946 -0.1%
BlackRock
3
BlackRock
New York
$383M +$58.6M +1,060,800 +19%
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$275M +$37.3M +674,293 +16%
AllianceBernstein
5
AllianceBernstein
Tennessee
$247M +$41.1M +743,168 +21%
ClearBridge Investments
6
ClearBridge Investments
New York
$228M -$533K -9,644 -0.2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$218M -$1.84M -33,359 -0.9%
Westfield Capital Management
8
Westfield Capital Management
Massachusetts
$168M +$3.8M +68,757 +2%
WA
9
Wasatch Advisors
Utah
$166M -$8.64M -156,326 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$156M +$65.3M +1,181,608 +76%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$152M +$428K +7,744 +0.3%
Macquarie Group
12
Macquarie Group
Australia
$141M +$200K +3,615 +0.1%
Brown Advisory
13
Brown Advisory
Maryland
$138M -$35.7M -646,811 -21%
DCP
14
Durable Capital Partners
Maryland
$127M -$35.5M -643,295 -22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$119M +$1.42M +25,717 +1%
TCM
16
TimesSquare Capital Management
New York
$104M -$10.6M -191,290 -9%
EVM
17
Eaton Vance Management
Massachusetts
$99.9M -$7.7M -139,351 -7%
State Street
18
State Street
Massachusetts
$96.8M -$6.22M -112,579 -6%
BCPEMI
19
Bain Capital Public Equity Management II
Massachusetts
$82.2M +$18.3M +330,790 +30%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$78M -$1.27M -22,969 -2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$77.1M -$2.39M -43,242 -3%
Invesco
22
Invesco
Georgia
$75.4M +$69M +1,249,187 +1,582%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$70.6M +$37.4M +676,666 +119%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$68.8M -$1.04M -18,794 -2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$64.1M +$3.49M +63,172 +6%
1
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EYE Hedge Fund Activity: Q3 2021 in Review

198 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q3 2021, worth a combined $5.37B — up 13% from $4.76B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EYE positions and 20 closed out — a net gain of 7 holders — while 68 added to existing stakes and 78 trimmed.

The largest buyer was Invesco, adding an estimated $69M. The largest seller was JP Morgan Chase, cutting an estimated $67M.

  • 198 institutional investors held National Vision (EYE) as of Q3 2021, up from 193 in Q2 2021.
  • Funds reported $5.37B of National Vision stock for Q3 2021, up 13% quarter-over-quarter.
  • 27 funds opened new National Vision positions in Q3 2021 and 20 closed out, a net change of +7 holders.
  • The largest National Vision buyer in Q3 2021 was Invesco, an estimated $69M added.
  • The largest National Vision seller in Q3 2021 was JP Morgan Chase, an estimated $67M sold.

Based on aggregated 13F filings for Q3 2021.