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STAAR Surgical

270 hedge funds and large institutions have $3.57B invested in STAAR Surgical in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

3.38% more ownership

Funds ownership: 90.31%93.69% (+3.4%)

3% less funds holding

Funds holding: 279270 (-9)

9% less capital invested

Capital invested by funds: $3.92B → $3.57B (-$346M)

14% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 49

33% less call options, than puts

Call options by funds: $29.3M | Put options by funds: $43.8M

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
42
Increased
106
Reduced
87
Closed
49
Calls
$29.3M
Puts
$43.8M
Net Calls
-$14.5M
Net Calls Change
+$3.99M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
$75K +$70.3K +944 New
MCC
227
Money Concepts Capital
Florida
$70K +$64.9K +871 New
BFEC
228
Benjamin F. Edwards & Company
Missouri
$58K
Lazard Asset Management
229
Lazard Asset Management
New York
$54K +$28.9K +388 +131%
APA
230
American Portfolios Advisors
New York
$43.4K
SPIA
231
Steward Partners Investment Advisory
New York
$35K
UBS Group
232
UBS Group
Switzerland
$28K -$1.24M -16,622 -98%
HI
233
Hudock Inc
Pennsylvania
$24K +$22K +295 +1,967%
RA
234
Rise Advisors
New York
$22K
LC
235
Lindbrook Capital
California
$16K -$33.2K -446 -69%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$15K -$21.4K -287 -61%
TWA
237
TCI Wealth Advisors
Arizona
$15K +$10.9K +146 +324%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$14K +$12.7K +170 New
LSA
239
Leonteq Securities AG
Switzerland
$12.2K
PA
240
Parallel Advisors
California
$12K +$4.54K +61 +69%
CUAMC
241
China Universal Asset Management Company
China
$11K
TFA
242
Toth Financial Advisory
Virginia
$8K
S
243
SignatureFD
Georgia
$8K +$3.65K +49 +92%
KFI
244
Key Financial Inc
Pennsylvania
$8K +$7.22K +97 New
ACM
245
Aquatic Capital Management
Illinois
$8K +$7.45K +100 New
GWM
246
Geneos Wealth Management
Colorado
$7K
HWA
247
HHM Wealth Advisors
Tennessee
$7K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$7K +$4.99K +67 +515%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$6K +$3.95K +53 +212%
PAI
250
Pittenger & Anderson Inc
Nebraska
$5K

STAA Hedge Fund Activity: Q1 2022 in Review

270 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2022, worth a combined $3.57B — down 8.8% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of STAA and 42 opened new positions — a net loss of 7 holders — while 87 trimmed existing stakes and 106 added.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $30.1M. The largest seller was Baillie Gifford & Co, cutting an estimated $21.1M.

  • 270 institutional investors held STAAR Surgical (STAA) as of Q1 2022, down from 279 in Q4 2021.
  • Funds reported $3.57B of STAAR Surgical stock for Q1 2022, down 8.8% quarter-over-quarter.
  • 42 funds opened new STAAR Surgical positions in Q1 2022 and 49 closed out, a net change of -7 holders.
  • The largest STAAR Surgical buyer in Q1 2022 was ClearBridge Investments, an estimated $30.1M added.
  • The largest STAAR Surgical seller in Q1 2022 was Baillie Gifford & Co, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2022.