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National Vision

175 hedge funds and large institutions have $2.7B invested in National Vision in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

979% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $94K

1.82% more ownership

Funds ownership: 118.82%120.65% (+1.8%)

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

5% less funds holding

Funds holding: 184175 (-9)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

34% less capital invested

Capital invested by funds: $4.12B → $2.7B (-$1.42B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
63
Reduced
62
Closed
40
Calls
$1.01M
Puts
$94K
Net Calls
+$920K
Net Calls Change
+$839K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$359M +$232M +7,027,083 +117%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$32.2M +975,683 +13%
JP Morgan Chase
3
JP Morgan Chase
New York
$215M -$4.36M -132,252 -2%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$214M +$77M +2,337,112 +43%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$119M +$52.1M +1,580,339 +57%
ClearBridge Investments
6
ClearBridge Investments
New York
$115M +$122K +3,700 +0.1%
DCP
7
Durable Capital Partners
Maryland
$115M +$25.6M +778,028 +23%
AllianceBernstein
8
AllianceBernstein
Tennessee
$112M -$37.2M -1,128,897 -22%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$89.8M +$21.5M +652,319 +25%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$89.7M -$9.5M -288,333 -8%
State Street
11
State Street
Massachusetts
$81.6M +$40.8M +1,238,236 +72%
Macquarie Group
12
Macquarie Group
Australia
$74.9M +$2.74M +83,267 +3%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$74M +$11.2M +340,268 +14%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$59.6M +$1.19M +35,988 +2%
TCM
15
TimesSquare Capital Management
New York
$48.5M +$456K +13,830 +0.8%
Invesco
16
Invesco
Georgia
$45.6M +$10.6M +321,778 +24%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$40.5M +$93.9K +2,849 +0.2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$38.6M +$8.12M +246,323 +21%
EVM
19
Eaton Vance Management
Massachusetts
$32.5M -$13.8M -417,705 -26%
RP
20
Riverbridge Partners
Minnesota
$30.6M -$1.14M -34,446 -3%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$29.3M -$2.06M -62,473 -6%
Northern Trust
22
Northern Trust
Illinois
$24.8M +$176K +5,334 +0.6%
Morgan Stanley
23
Morgan Stanley
New York
$24.2M +$11.9M +360,183 +69%
EA
24
Emerald Advisers
Pennsylvania
$21.6M +$239K +7,245 +0.9%
Charles Schwab
25
Charles Schwab
California
$20.5M +$668K +20,279 +3%

EYE Hedge Fund Activity: Q2 2022 in Review

175 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q2 2022, worth a combined $2.7B — down 34% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of EYE and 35 opened new positions — a net loss of 5 holders — while 62 trimmed existing stakes and 63 added.

The largest buyer was BlackRock, adding an estimated $232M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $198M sold.

  • 175 institutional investors held National Vision (EYE) as of Q2 2022, down from 184 in Q1 2022.
  • Funds reported $2.7B of National Vision stock for Q2 2022, down 34% quarter-over-quarter.
  • 35 funds opened new National Vision positions in Q2 2022 and 40 closed out, a net change of -5 holders.
  • The largest National Vision buyer in Q2 2022 was BlackRock, an estimated $232M added.
  • The largest National Vision seller in Q2 2022 was Adage Capital Partners, an estimated $198M sold.

Based on aggregated 13F filings for Q2 2022.