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National Vision
EYE

189 hedge funds and large institutions have $4.53B invested in National Vision in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $652K | Put options by funds: $340K

7% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 68

1.24% less ownership

Funds ownership: 115.41% → 114.17% (-1.2%)

5% less funds holding

Funds holding: 198 → 189 (-9)

16% less capital invested

Capital invested by funds: $5.37B → $4.53B (-$839M)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
73
Reduced
68
Closed
36
Calls
$652K
Puts
$340K
Net Calls
+$312K
Net Calls Change
-$852K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$66.2M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$58.2M
3
DCP
Durable Capital Partners
Maryland
+$35.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$26.4M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$21.9M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$77.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$68.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$44.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$38.9M
5
BlackRock
BlackRock
New York
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$397M +$17.2M +321,102 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$367M +$4.4M +82,141 +1%
BlackRock
3
BlackRock
New York
$297M -$30M -559,519 -8%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$236M +$58.2M +1,087,551 +28%
AllianceBernstein
5
AllianceBernstein
Tennessee
$233M +$26.4M +492,772 +11%
ClearBridge Investments
6
ClearBridge Investments
New York
$201M +$8.57M +160,040 +4%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$198M -$38.9M -726,090 -15%
DCP
8
Durable Capital Partners
Maryland
$139M +$35.4M +660,656 +30%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$135M +$3.45M +64,431 +2%
Westfield Capital Management
10
Westfield Capital Management
Massachusetts
$132M -$11M -205,896 -7%
WA
11
Wasatch Advisors
Utah
$131M -$10.1M -188,761 -6%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$129M +$299K +5,590 +0.2%
Macquarie Group
13
Macquarie Group
Australia
$124M +$5.45M +101,693 +4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$119M +$66.2M +1,236,477 +99%
TCM
15
TimesSquare Capital Management
New York
$97.6M +$10.6M +197,340 +11%
Brown Advisory
16
Brown Advisory
Maryland
$90.3M -$29.4M -549,787 -23%
BCPEMI
17
Bain Capital Public Equity Management II
Massachusetts
$89.1M +$21.9M +408,844 +28%
State Street
18
State Street
Massachusetts
$82.8M +$1.08M +20,209 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$76.5M -$27.2M -508,336 -24%
EVM
20
Eaton Vance Management
Massachusetts
$76.3M -$9.06M -169,195 -10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$67.6M +$1.94M +36,292 +3%
Invesco
22
Invesco
Georgia
$61.8M -$2.14M -40,022 -3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$54.9M +$787K +14,700 +1%
RP
24
Riverbridge Partners
Minnesota
$50M +$2.07M +38,682 +4%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$47.2M +$8.49M +158,465 +19%
1
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EYE Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q4 2021, worth a combined $4.53B — down 16% from $5.37B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of EYE and 28 opened new positions — a net loss of 8 holders — while 68 trimmed existing stakes and 73 added.

The largest buyer was Wellington Management Group, adding an estimated $66.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $77.1M sold.

  • 189 institutional investors held National Vision (EYE) as of Q4 2021, down from 198 in Q3 2021.
  • Funds reported $4.53B of National Vision stock for Q4 2021, down 16% quarter-over-quarter.
  • 28 funds opened new National Vision positions in Q4 2021 and 36 closed out, a net change of -8 holders.
  • The largest National Vision buyer in Q4 2021 was Wellington Management Group, an estimated $66.2M added.
  • The largest National Vision seller in Q4 2021 was Lord, Abbett & Co, an estimated $77.1M sold.

Based on aggregated 13F filings for Q4 2021.