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STAAR Surgical

251 hedge funds and large institutions have $3.13B invested in STAAR Surgical in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 100 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $2.25B → $3.13B (+$873M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4.59% more ownership

Funds ownership: 96.89%101.48% (+4.6%)

5% less call options, than puts

Call options by funds: $35.7M | Put options by funds: $37.5M

9% less funds holding

Funds holding: 275251 (-24)

21% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 100

37% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 57

Holders
251
Holders Change
-24
Holders Change %
-8.73%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
36
Increased
79
Reduced
100
Closed
57
Calls
$35.7M
Puts
$37.5M
Net Calls
-$1.73M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$7.52K +$6.92K +106 New
LSA
227
Leonteq Securities AG
Switzerland
$7.48K -$653 -10 -8%
TFA
228
Toth Financial Advisory
Virginia
$6.39K
SIS
229
Strategic Investment Solutions
Illinois
$6.39K +$6.53K +100 New
KFI
230
Key Financial Inc
Pennsylvania
$6.2K
PAI
231
Pittenger & Anderson Inc
Nebraska
$6.14K
TWA
232
TCI Wealth Advisors
Arizona
$5.31K -$7.05K -108 -57%
FSWA
233
Financial Synergies Wealth Advisors
Texas
$3.71K
BIA
234
Bell Investment Advisors
California
$2.75K +$1.11K +17 +65%
S
235
SignatureFD
Georgia
$1.66K -$5.48K -84 -76%
TFP
236
Tilia Fiduciary Partners
North Carolina
$1.41K
MRCM
237
M&R Capital Management
New Jersey
$1.41K
IAIM
238
International Assets Investment Management
Florida
$1.28K +$1.3K +20 New
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.22K
RFG
240
RFP Financial Group
Georgia
$1.22K
PWMG
241
Prestige Wealth Management Group
New Jersey
$1.15K
GC
242
Globeflex Capital
California
$1.09K -$3.59K -55 -76%
EWA
243
EverSource Wealth Advisors
Alabama
$1.09K +$1.11K +17 New
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
$895
IA
245
IFP Advisors
Florida
$697 -$4.37K -67 -74%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$640 +$653 +10 New
HI
247
Harbour Investments
Wisconsin
$576 +$65 +1 +13%
GRP
248
Global Retirement Partners
California
$491 +$457 +7 New
IFAM
249
Institutional & Family Asset Management
Colorado
$384
NC
250
NewSquare Capital
Pennsylvania
$256

STAA Hedge Fund Activity: Q1 2023 in Review

251 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2023, worth a combined $3.13B — up 39% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of STAA and 36 opened new positions — a net loss of 21 holders — while 100 trimmed existing stakes and 79 added.

The largest buyer was Yong Rong (HK) Asset Management, opening a new position worth an estimated $45.4M. The largest seller was Millennium Management, cutting an estimated $28.8M.

  • 251 institutional investors held STAAR Surgical (STAA) as of Q1 2023, down from 275 in Q4 2022.
  • Funds reported $3.13B of STAAR Surgical stock for Q1 2023, up 39% quarter-over-quarter.
  • 36 funds opened new STAAR Surgical positions in Q1 2023 and 57 closed out, a net change of -21 holders.
  • The largest STAAR Surgical buyer in Q1 2023 was Yong Rong (HK) Asset Management, an estimated $45.4M added.
  • The largest STAAR Surgical seller in Q1 2023 was Millennium Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2023.