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National Vision

182 hedge funds and large institutions have $1.58B invested in National Vision in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 68 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 194182 (-12)

10% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 68

12.65% less ownership

Funds ownership: 118.73%106.08% (-13%)

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

56% less capital invested

Capital invested by funds: $3.57B → $1.58B (-$1.99B)

90% less call options, than puts

Call options by funds: $260K | Put options by funds: $2.54M

Holders
182
Holders Change
-12
Holders Change %
-6.19%
% of All Funds
2.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
61
Reduced
68
Closed
44
Calls
$260K
Puts
$2.54M
Net Calls
-$2.27M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$238M +$3.58M +109,974 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$8.52M +261,668 +3%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$163M +$57.1M +1,754,382 +25%
JP Morgan Chase
4
JP Morgan Chase
New York
$109M -$61.2M -1,881,585 -25%
ClearBridge Investments
5
ClearBridge Investments
New York
$81.3M +$2.52M +77,311 +2%
Macquarie Group
6
Macquarie Group
Australia
$61.1M +$13.3M +407,532 +14%
State Street
7
State Street
Massachusetts
$57.9M +$6.91M +212,312 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$43.5M -$26.3M -807,556 -26%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$41.3M -$5.16M -158,384 -7%
AllianceBernstein
10
AllianceBernstein
Tennessee
$33.1M -$95M -2,920,103 -62%
Millennium Management
11
Millennium Management
New York
$31.4M +$53.7M +1,650,753 +11,602%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$30.2M +$500K +15,350 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$29.3M +$1.67M +51,193 +3%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$24.8M +$5.02M +154,381 +13%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$19.7M -$136M -4,176,771 -80%
RP
16
Riverbridge Partners
Minnesota
$19.6M -$1.6M -49,219 -5%
Northern Trust
17
Northern Trust
Illinois
$16.8M +$28.7K +881 +0.1%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$16M -$26.2M -804,698 -49%
Charles Schwab
19
Charles Schwab
California
$15.1M +$138K +4,233 +0.5%
Ameriprise
20
Ameriprise
Minnesota
$14.4M +$11.7M +359,545 +89%
Bank of America
21
Bank of America
North Carolina
$14.3M +$7.12M +218,641 +40%
EA
22
Emerald Advisers
Pennsylvania
$13.7M -$1.77M -54,485 -7%
Goldman Sachs
23
Goldman Sachs
New York
$13M -$1.3M -39,840 -5%
Fisher Asset Management
24
Fisher Asset Management
Washington
$12.7M +$3.42M +105,056 +18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.4M -$1.8M -55,177 -8%

EYE Hedge Fund Activity: Q1 2023 in Review

182 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q1 2023, worth a combined $1.58B — down 56% from $3.57B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EYE and 33 opened new positions — a net loss of 11 holders — while 68 trimmed existing stakes and 61 added.

The largest buyer was William Blair Investment Management, adding an estimated $57.1M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 182 institutional investors held National Vision (EYE) as of Q1 2023, down from 194 in Q4 2022.
  • Funds reported $1.58B of National Vision stock for Q1 2023, down 56% quarter-over-quarter.
  • 33 funds opened new National Vision positions in Q1 2023 and 44 closed out, a net change of -11 holders.
  • The largest National Vision buyer in Q1 2023 was William Blair Investment Management, an estimated $57.1M added.
  • The largest National Vision seller in Q1 2023 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2023.