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National Vision

199 hedge funds and large institutions have $1.29B invested in National Vision in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

3% more funds holding

Funds holding: 194199 (+5)

6.41% less ownership

Funds ownership: 108.48%102.07% (-6.4%)

22% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 85

37% less capital invested

Capital invested by funds: $2.06B → $1.29B (-$766M)

91% less call options, than puts

Call options by funds: $957K | Put options by funds: $10.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
66
Reduced
85
Closed
24
Calls
$957K
Puts
$10.9M
Net Calls
-$9.98M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$196M -$944K -47,157 -0.4%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$163M +$24.6M +1,228,933 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$143M +$804K +40,193 +0.5%
ClearBridge Investments
4
ClearBridge Investments
New York
$70M -$403K -20,117 -0.5%
Bank of America
5
Bank of America
North Carolina
$63.8M +$70.1M +3,503,871 +803%
Macquarie Group
6
Macquarie Group
Australia
$53.6M -$607K -30,326 -0.9%
State Street
7
State Street
Massachusetts
$50.6M +$1.53M +76,310 +3%
ACH
8
ArrowMark Colorado Holdings
Colorado
$39.8M +$4.74M +236,703 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.3M +$691K +34,529 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$25.8M +$2.81M +140,247 +10%
Marshall Wace
11
Marshall Wace
United Kingdom
$24M +$22M +1,099,488 +285%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$23.6M +$177K +8,859 +0.6%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$19.5M -$17.7M -883,913 -42%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17.5M +$6.47M +323,505 +43%
Millennium Management
15
Millennium Management
New York
$16.9M +$11.7M +583,288 +127%
Aberdeen Group
16
Aberdeen Group
United Kingdom
$14.5M -$4.05M -202,315 -18%
Charles Schwab
17
Charles Schwab
California
$14.5M +$1.47M +73,414 +9%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$13.6M +$4.27M +213,192 +34%
EA
19
Emerald Advisers
Pennsylvania
$13.2M +$1.91M +95,559 +13%
Goldman Sachs
20
Goldman Sachs
New York
$13.2M +$741K +37,003 +5%
Northern Trust
21
Northern Trust
Illinois
$13M -$1.43M -71,231 -8%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$12.8M +$8.68M +433,580 +122%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$12M +$11.8M +587,680 +375%
Morgan Stanley
24
Morgan Stanley
New York
$10.9M +$220K +11,013 +2%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$10.8M +$1.45M +72,352 +12%

EYE Hedge Fund Activity: Q3 2023 in Review

199 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q3 2023, worth a combined $1.29B — down 37% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EYE positions and 24 closed out — a net gain of 6 holders — while 66 added to existing stakes and 85 trimmed.

The largest buyer was Bank of America, adding an estimated $70.1M. The largest seller was JP Morgan Chase, cutting an estimated $71.2M.

  • 199 institutional investors held National Vision (EYE) as of Q3 2023, up from 194 in Q2 2023.
  • Funds reported $1.29B of National Vision stock for Q3 2023, down 37% quarter-over-quarter.
  • 30 funds opened new National Vision positions in Q3 2023 and 24 closed out, a net change of +6 holders.
  • The largest National Vision buyer in Q3 2023 was Bank of America, an estimated $70.1M added.
  • The largest National Vision seller in Q3 2023 was JP Morgan Chase, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2023.