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STAAR Surgical

245 hedge funds and large institutions have $2.67B invested in STAAR Surgical in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.7% more ownership

Funds ownership: 101.48%105.18% (+3.7%)

2% less funds holding

Funds holding: 251245 (-6)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

14% less capital invested

Capital invested by funds: $3.13B → $2.67B (-$451M)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

47% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $22.2M

Holders
245
Holders Change
-6
Holders Change %
-2.39%
% of All Funds
3.85%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
39
Increased
74
Reduced
92
Closed
44
Calls
$11.7M
Puts
$22.2M
Net Calls
-$10.5M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
226
Financial Synergies Wealth Advisors
Texas
$3.05K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$2.79K -$6.58K -108 -67%
SPIA
228
Steward Partners Investment Advisory
New York
$2.37K -$10.4K -170 -79%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$2.05K +$1.52K +25 +179%
AF
230
Allworth Financial
California
$1.52K +$1.77K +29 New
IA
231
IFP Advisors
Florida
$1.21K
HNB
232
Huntington National Bank
Ohio
$1.21K +$1.4K +23 New
S
233
SignatureFD
Georgia
$1.16K -$244 -4 -15%
TFP
234
Tilia Fiduciary Partners
North Carolina
$1.16K
MRCM
235
M&R Capital Management
New Jersey
$1.16K
Point72 Asset Management
236
Point72 Asset Management
Connecticut
$1.01K +$1.16K +19 New
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$999
RFG
238
RFP Financial Group
Georgia
$999
PWMG
239
Prestige Wealth Management Group
New Jersey
$947
BIA
240
Bell Investment Advisors
California
$894 -$1.58K -26 -60%
HI
241
Harbour Investments
Wisconsin
$473
GRP
242
Global Retirement Partners
California
$368
NC
243
NewSquare Capital
Pennsylvania
$210
YRHAM
244
Yong Rong (HK) Asset Management
Hong Kong
-$44.5M -696,230 Closed
CCM
245
CloudAlpha Capital Management
Hong Kong
-$28.2M -440,300 Closed
Loomis, Sayles & Company
246
Loomis, Sayles & Company
Massachusetts
-$21.5M -335,738 Closed
OCMH
247
Oxbow Capital Management (HK)
Hong Kong
-$10.2M -160,000 Closed
EAM
248
Eagle Asset Management
Florida
-$10.1M -157,424 Closed
ACM
249
Aubrey Capital Management
United Kingdom
-$3.99M -62,400 Closed
HCM
250
Hodges Capital Management
Texas
-$6.73M -61,987 Closed

STAA Hedge Fund Activity: Q2 2023 in Review

245 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2023, worth a combined $2.67B — down 14% from $3.13B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of STAA and 39 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 74 added.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $83.5M. The largest seller was Yong Rong (HK) Asset Management, exiting entirely with an estimated $44.5M sold.

  • 245 institutional investors held STAAR Surgical (STAA) as of Q2 2023, down from 251 in Q1 2023.
  • Funds reported $2.67B of STAAR Surgical stock for Q2 2023, down 14% quarter-over-quarter.
  • 39 funds opened new STAAR Surgical positions in Q2 2023 and 44 closed out, a net change of -5 holders.
  • The largest STAAR Surgical buyer in Q2 2023 was Jackson Square Partners, an estimated $83.5M added.
  • The largest STAAR Surgical seller in Q2 2023 was Yong Rong (HK) Asset Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2023.