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STAAR Surgical

275 hedge funds and large institutions have $2.25B invested in STAAR Surgical in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 94 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 94

1.7% less ownership

Funds ownership: 98.59%96.89% (-1.7%)

10% less funds holding

Funds holding: 304275 (-29)

22% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $51.1M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

33% less capital invested

Capital invested by funds: $3.34B → $2.25B (-$1.09B)

40% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 63

Holders
275
Holders Change
-29
Holders Change %
-9.54%
% of All Funds
4.42%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
38
Increased
111
Reduced
94
Closed
63
Calls
$40.1M
Puts
$51.1M
Net Calls
-$11M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
226
State of Wyoming
Wyoming
$59.4K -$30.7K -489 -29%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$48.7K -$43.7K -697 -41%
CFGS
228
Concourse Financial Group Securities
Alabama
$39.8K -$4.26K -68 -8%
AssetMark Inc
229
AssetMark Inc
California
$31.3K +$12K +191 +42%
QL
230
Quarry LP
New York
$29.6K +$38.2K +609 New
BFEC
231
Benjamin F. Edwards & Company
Missouri
$23K
PI
232
PEAK6 Investments
Illinois
$21.1K +$27.2K +434 New
CTA
233
Colonial Trust Advisors
South Carolina
$19.4K +$25.1K +400 New
NA
234
NewEdge Advisors
Louisiana
$17.7K +$22.8K +364 New
Dimensional Fund Advisors
235
Dimensional Fund Advisors
Texas
$15.9K -$2.02M -32,215 -9%
EWM
236
Evermay Wealth Management
Virginia
$14.6K +$18.8K +300 New
RA
237
Rise Advisors
New York
$13.4K
LC
238
Lindbrook Capital
California
$13K -$7.53K -120 -31%
BAM
239
Belpointe Asset Management
Nevada
$12K +$15.6K +248 New
RTC
240
Riverview Trust Company
Washington
$12K
SPIA
241
Steward Partners Investment Advisory
New York
$10.4K -$3.14K -50 -19%
TWA
242
TCI Wealth Advisors
Arizona
$9.27K
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
$8.79K +$11.4K +181 New
PA
244
Parallel Advisors
California
$8.74K -$10.5K -167 -48%
KFI
245
Key Financial Inc
Pennsylvania
$6.84K
LSA
246
Leonteq Securities AG
Switzerland
$6.17K -$878 -14 -10%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.88K +30 +33%
S
248
SignatureFD
Georgia
$5.34K -$21K -335 -75%
IA
249
IFP Advisors
Florida
$5K +$2.19K +35 +64%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$5K +$3.64K +58 +129%

STAA Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2022, worth a combined $2.25B — down 33% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of STAA and 38 opened new positions — a net loss of 25 holders — while 94 trimmed existing stakes and 111 added.

The largest buyer was Millennium Management, adding an estimated $16.4M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $30.6M sold.

  • 275 institutional investors held STAAR Surgical (STAA) as of Q4 2022, down from 304 in Q3 2022.
  • Funds reported $2.25B of STAAR Surgical stock for Q4 2022, down 33% quarter-over-quarter.
  • 38 funds opened new STAAR Surgical positions in Q4 2022 and 63 closed out, a net change of -25 holders.
  • The largest STAAR Surgical buyer in Q4 2022 was Millennium Management, an estimated $16.4M added.
  • The largest STAAR Surgical seller in Q4 2022 was Next Century Growth Investors, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2022.