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National Vision

192 hedge funds and large institutions have $3.23B invested in National Vision in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

25% more call options, than puts

Call options by funds: $5.52M | Put options by funds: $4.4M

19% more capital invested

Capital invested by funds: $2.7B → $3.23B (+$527M)

10% more funds holding

Funds holding: 175192 (+17)

4.73% more ownership

Funds ownership: 120.65%125.38% (+4.7%)

23% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 77

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
59
Reduced
77
Closed
17
Calls
$5.52M
Puts
$4.4M
Net Calls
+$1.12M
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$407M -$18.7M -576,083 -4%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$286M +$32.2M +990,927 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$279M -$2.26M -69,426 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$252M -$3.72M -114,456 -1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$157M +$23.7M +729,630 +18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$157M +$15.2M +469,124 +11%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$141M +$70.4M +2,165,058 +100%
ClearBridge Investments
8
ClearBridge Investments
New York
$137M +$495K +15,246 +0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$106M -$829K -25,501 -0.8%
DCP
10
Durable Capital Partners
Maryland
$100M -$36.3M -1,115,873 -27%
State Street
11
State Street
Massachusetts
$93.4M -$3.38M -104,115 -4%
Macquarie Group
12
Macquarie Group
Australia
$90.2M +$1.23M +37,789 +1%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$87.9M +$22K +676 +0%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$64.7M -$41.6M -1,280,294 -39%
Invesco
15
Invesco
Georgia
$56.4M +$2.22M +68,452 +4%
TCM
16
TimesSquare Capital Management
New York
$55M -$2.49M -76,705 -4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$52M +$6.22M +191,266 +14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$47.3M -$816K -25,124 -2%
Aberdeen Group
19
Aberdeen Group
United Kingdom
$38.1M +$3.32M +102,201 +10%
RP
20
Riverbridge Partners
Minnesota
$36.1M -$225K -6,937 -0.6%
Northern Trust
21
Northern Trust
Illinois
$28.8M -$591K -18,176 -2%
Morgan Stanley
22
Morgan Stanley
New York
$26.9M -$1.79M -55,051 -6%
EA
23
Emerald Advisers
Pennsylvania
$25.6M +$6.53K +201 +0%
Charles Schwab
24
Charles Schwab
California
$25.2M +$842K +25,897 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$23.3M -$51.4K -1,583 -0.2%

EYE Hedge Fund Activity: Q3 2022 in Review

192 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q3 2022, worth a combined $3.23B — up 19% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EYE positions and 17 closed out — a net gain of 18 holders — while 59 added to existing stakes and 77 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $70.4M. The largest seller was Wellington Management Group, cutting an estimated $41.6M.

  • 192 institutional investors held National Vision (EYE) as of Q3 2022, up from 175 in Q2 2022.
  • Funds reported $3.23B of National Vision stock for Q3 2022, up 19% quarter-over-quarter.
  • 35 funds opened new National Vision positions in Q3 2022 and 17 closed out, a net change of +18 holders.
  • The largest National Vision buyer in Q3 2022 was Janus Henderson Group, an estimated $70.4M added.
  • The largest National Vision seller in Q3 2022 was Wellington Management Group, an estimated $41.6M sold.

Based on aggregated 13F filings for Q3 2022.