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National Vision

199 hedge funds and large institutions have $1.82B invested in National Vision in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 65 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $1.29B → $1.82B (+$532M)

23% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 65

9.26% more ownership

Funds ownership: 102.07%111.33% (+9.3%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 199199 (0)

69% less call options, than puts

Call options by funds: $3.98M | Put options by funds: $12.9M

Holders
199
Holders Change
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
80
Reduced
65
Closed
31
Calls
$3.98M
Puts
$12.9M
Net Calls
-$8.94M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$264M +$8.49M +478,430 +4%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$206M -$4.03M -227,204 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$186M +$965K +54,422 +0.6%
ClearBridge Investments
4
ClearBridge Investments
New York
$90.6M +$21.5K +1,213 +0%
ACH
5
ArrowMark Colorado Holdings
Colorado
$83.8M +$27.4M +1,545,680 +63%
Macquarie Group
6
Macquarie Group
Australia
$70.2M +$741K +41,774 +1%
HRCM
7
Hawk Ridge Capital Management
California
$69.3M +$58.7M +3,309,779 New
State Street
8
State Street
Massachusetts
$68M +$2.18M +122,685 +4%
Morgan Stanley
9
Morgan Stanley
New York
$62.7M +$41.2M +2,321,289 +344%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$47.1M +$11.6M +654,462 +41%
Bank of America
11
Bank of America
North Carolina
$45.5M -$31.3M -1,767,309 -45%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$39.6M +$12.2M +688,642 +57%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35.6M +$1.35M +75,908 +5%
JGC
14
J. Goldman & Co
New York
$33.4M +$22.8M +1,286,155 +417%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$28.6M -$1.68M -94,560 -6%
WHCM
16
Wolf Hill Capital Management
Connecticut
$25.7M +$20.8M +1,169,876 +2,063%
Charles Schwab
17
Charles Schwab
California
$20.9M +$1.82M +102,756 +11%
EA
18
Emerald Advisers
Pennsylvania
$18.3M +$1.02M +57,426 +7%
Goldman Sachs
19
Goldman Sachs
New York
$18.2M +$974K +54,934 +7%
Northern Trust
20
Northern Trust
Illinois
$17.2M +$313K +17,662 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$17M +$13.8M +775,677 +2,016%
Marshall Wace
22
Marshall Wace
United Kingdom
$16.7M -$12.2M -689,046 -46%
Ameriprise
23
Ameriprise
Minnesota
$15.8M +$1.7M +96,055 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15.6M -$5.98M -337,148 -31%
SCM
25
Scopia Capital Management
New York
$14.5M +$12.3M +692,653 New

EYE Hedge Fund Activity: Q4 2023 in Review

199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q4 2023, worth a combined $1.82B — up 41% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new EYE positions and 31 closed out — a net gain of 1 holder — while 80 added to existing stakes and 65 trimmed.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $58.7M. The largest seller was Bank of America, cutting an estimated $31.3M.

  • 199 institutional investors held National Vision (EYE) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $1.82B of National Vision stock for Q4 2023, up 41% quarter-over-quarter.
  • 32 funds opened new National Vision positions in Q4 2023 and 31 closed out, a net change of +1 holder.
  • The largest National Vision buyer in Q4 2023 was Hawk Ridge Capital Management, an estimated $58.7M added.
  • The largest National Vision seller in Q4 2023 was Bank of America, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2023.