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National Vision

194 hedge funds and large institutions have $3.57B invested in National Vision in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $3.23B → $3.57B (+$339M)

1% more funds holding

Funds holding: 192194 (+2)

6.65% less ownership

Funds ownership: 125.38%118.73% (-6.7%)

38% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 88

79% less call options, than puts

Call options by funds: $894K | Put options by funds: $4.26M

Holders
194
Holders Change
+2
Holders Change %
+1.04%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
55
Reduced
88
Closed
20
Calls
$894K
Puts
$4.26M
Net Calls
-$3.37M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$486M +$2.76M +73,759 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M +$4.64M +123,934 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$297M -$1.51M -40,254 -0.5%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$268M -$69.2M -1,848,846 -21%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$202M +$15.9M +424,119 +9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$181M -$4.82M -128,823 -3%
ClearBridge Investments
7
ClearBridge Investments
New York
$164M +$975K +26,027 +0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$121M -$4.56M -121,840 -4%
DCP
9
Durable Capital Partners
Maryland
$119M
State Street
10
State Street
Massachusetts
$111M +$17.7K +473 +0%
Macquarie Group
11
Macquarie Group
Australia
$110M +$2.76M +73,759 +3%
Westfield Capital Management
12
Westfield Capital Management
Massachusetts
$91.1M -$12.8M -341,063 -13%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$75.4M -$89.5M -2,388,686 -55%
Invesco
14
Invesco
Georgia
$67.3M +$270K +7,210 +0.4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$64.2M -$12.2M -326,111 -16%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$58.2M +$2.02M +53,994 +4%
TCM
17
TimesSquare Capital Management
New York
$57.4M -$7.68M -205,000 -12%
Aberdeen Group
18
Aberdeen Group
United Kingdom
$45.1M -$131K -3,487 -0.3%
RP
19
Riverbridge Partners
Minnesota
$42.3M -$536K -14,302 -1%
Northern Trust
20
Northern Trust
Illinois
$34.6M +$348K +9,295 +1%
Charles Schwab
21
Charles Schwab
California
$30.8M +$905K +24,166 +3%
EA
22
Emerald Advisers
Pennsylvania
$30.2M -$191K -5,091 -0.6%
Morgan Stanley
23
Morgan Stanley
New York
$28.9M -$2.97M -79,274 -10%
Goldman Sachs
24
Goldman Sachs
New York
$28.3M +$984K +26,273 +4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$27.6M +$41.8K +1,115 +0.2%

EYE Hedge Fund Activity: Q4 2022 in Review

194 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q4 2022, worth a combined $3.57B — up 11% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EYE positions and 20 closed out — a net gain of 6 holders — while 55 added to existing stakes and 88 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $19.9M. The largest seller was Janus Henderson Group, cutting an estimated $89.5M.

  • 194 institutional investors held National Vision (EYE) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $3.57B of National Vision stock for Q4 2022, up 11% quarter-over-quarter.
  • 26 funds opened new National Vision positions in Q4 2022 and 20 closed out, a net change of +6 holders.
  • The largest National Vision buyer in Q4 2022 was Fisher Asset Management, an estimated $19.9M added.
  • The largest National Vision seller in Q4 2022 was Janus Henderson Group, an estimated $89.5M sold.

Based on aggregated 13F filings for Q4 2022.