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National Vision

202 hedge funds and large institutions have $1.93B invested in National Vision in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

6% more capital invested

Capital invested by funds: $1.82B → $1.93B (+$108M)

2% more funds holding

Funds holding: 199202 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 111.33%111.33% (+0%)

6% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 71

96% less call options, than puts

Call options by funds: $542K | Put options by funds: $13.4M

Holders
202
Holders Change
+3
Holders Change %
+1.51%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
67
Reduced
71
Closed
25
Calls
$542K
Puts
$13.4M
Net Calls
-$12.9M
Net Calls Change
-$3.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$281M +$1.45M +68,806 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$197M +$548K +25,982 +0.3%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$197M -$20.1M -953,154 -10%
ClearBridge Investments
4
ClearBridge Investments
New York
$100M +$3.85M +182,504 +4%
Bank of America
5
Bank of America
North Carolina
$94.2M +$43.8M +2,077,430 +96%
Macquarie Group
6
Macquarie Group
Australia
$75.1M +$722K +34,264 +1%
HRCM
7
Hawk Ridge Capital Management
California
$73.9M +$512K +24,282 +0.7%
State Street
8
State Street
Massachusetts
$73.3M +$1.21M +57,578 +2%
ACH
9
ArrowMark Colorado Holdings
Colorado
$62.4M -$25M -1,187,392 -30%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$51.4M +$1.47M +69,642 +3%
JGC
11
J. Goldman & Co
New York
$42.6M +$6.91M +327,905 +21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.1M +$1.32M +62,390 +4%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$38.6M -$3.17M -150,341 -8%
DCM
14
Driehaus Capital Management
Illinois
$36.3M +$27M +1,282,476 +362%
WHCM
15
Wolf Hill Capital Management
Connecticut
$35.4M +$7.77M +368,750 +30%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$29M -$1.27M -60,156 -4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$25.5M +$13.6M +644,513 +128%
Charles Schwab
18
Charles Schwab
California
$24.3M +$2.04M +97,001 +10%
Marshall Wace
19
Marshall Wace
United Kingdom
$21M +$3.22M +152,517 +19%
Morgan Stanley
20
Morgan Stanley
New York
$20.8M -$43.4M -2,057,714 -69%
Goldman Sachs
21
Goldman Sachs
New York
$19.8M +$508K +24,114 +3%
EA
22
Emerald Advisers
Pennsylvania
$19.6M +$214K +10,157 +1%
Deutsche Bank
23
Deutsche Bank
Germany
$18.1M +$72.7K +3,448 +0.4%
Northern Trust
24
Northern Trust
Illinois
$17.9M -$304K -14,424 -2%
Ameriprise
25
Ameriprise
Minnesota
$17.4M +$608K +28,830 +4%

EYE Hedge Fund Activity: Q1 2024 in Review

202 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q1 2024, worth a combined $1.93B — up 5.9% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EYE positions and 25 closed out — a net gain of 4 holders — while 67 added to existing stakes and 71 trimmed.

The largest buyer was Bank of America, adding an estimated $43.8M. The largest seller was Morgan Stanley, cutting an estimated $43.4M.

  • 202 institutional investors held National Vision (EYE) as of Q1 2024, up from 199 in Q4 2023.
  • Funds reported $1.93B of National Vision stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 29 funds opened new National Vision positions in Q1 2024 and 25 closed out, a net change of +4 holders.
  • The largest National Vision buyer in Q1 2024 was Bank of America, an estimated $43.8M added.
  • The largest National Vision seller in Q1 2024 was Morgan Stanley, an estimated $43.4M sold.

Based on aggregated 13F filings for Q1 2024.