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National Vision

193 hedge funds and large institutions have $843M invested in National Vision in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $176K | Put options by funds: $90K

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

2.64% more ownership

Funds ownership: 100.1%102.74% (+2.6%)

2% less capital invested

Capital invested by funds: $859M → $843M (-$15.6M)

5% less funds holding

Funds holding: 203193 (-10)

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
84
Reduced
59
Closed
37
Calls
$176K
Puts
$90K
Net Calls
+$86K
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$148M -$218K -19,925 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M +$1.83M +167,735 +2%
BAM
3
Burgundy Asset Management
Ontario, Canada
$48.7M +$29.7M +2,715,582 +139%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.6M +$331K +30,235 +0.8%
State Street
5
State Street
Massachusetts
$36.1M +$34.8K +3,180 +0.1%
Macquarie Group
6
Macquarie Group
Australia
$32.5M -$3.47M -316,998 -9%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$29M -$6.98M -638,081 -19%
ECM
8
Engine Capital Management
New York
$26.3M +$15.5M +1,417,002 +128%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$24.1M +$11.3M +1,036,459 +81%
HRCM
10
Hawk Ridge Capital Management
California
$22.2M -$18.3M -1,669,720 -44%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.8M -$54.7K -5,004 -0.3%
Charles Schwab
12
Charles Schwab
California
$16.5M +$1.87M +170,839 +12%
Marshall Wace
13
Marshall Wace
United Kingdom
$14.1M -$10.3M -943,470 -41%
Boston Partners
14
Boston Partners
Massachusetts
$12.6M +$13.2M +1,207,964 New
Morgan Stanley
15
Morgan Stanley
New York
$12M +$873K +79,808 +7%
SCM
16
SG Capital Management
Illinois
$11.8M +$12.4M +1,135,028 New
PCM
17
Philosophy Capital Management
California
$11.8M +$12.4M +1,134,970 New
Goldman Sachs
18
Goldman Sachs
New York
$10.3M +$589K +53,797 +6%
EA
19
Emerald Advisers
Pennsylvania
$10.3M +$2.03M +186,014 +23%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$9.51M -$2.89M -264,191 -22%
Northern Trust
21
Northern Trust
Illinois
$8.99M +$990K +90,466 +12%
Ameriprise
22
Ameriprise
Minnesota
$8.83M +$1.94M +177,451 +26%
Citadel Advisors
23
Citadel Advisors
Florida
$6.99M +$237K +21,673 +3%
Renaissance Technologies
24
Renaissance Technologies
New York
$6.93M +$2.03M +185,300 +39%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$6.78M -$206K -18,802 -3%

EYE Hedge Fund Activity: Q4 2024 in Review

193 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Vision (EYE) for Q4 2024, worth a combined $843M — down 1.8% from $859M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EYE and 27 opened new positions — a net loss of 10 holders — while 59 trimmed existing stakes and 84 added.

The largest buyer was Burgundy Asset Management, adding an estimated $29.7M. The largest seller was Hawk Ridge Capital Management, cutting an estimated $18.3M.

  • 193 institutional investors held National Vision (EYE) as of Q4 2024, down from 203 in Q3 2024.
  • Funds reported $843M of National Vision stock for Q4 2024, down 1.8% quarter-over-quarter.
  • 27 funds opened new National Vision positions in Q4 2024 and 37 closed out, a net change of -10 holders.
  • The largest National Vision buyer in Q4 2024 was Burgundy Asset Management, an estimated $29.7M added.
  • The largest National Vision seller in Q4 2024 was Hawk Ridge Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2024.