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STAAR Surgical

290 hedge funds and large institutions have $5.42B invested in STAAR Surgical in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 37

3% more funds holding

Funds holding: 282290 (+8)

0% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 110

0.33% less ownership

Funds ownership: 89.42%89.09% (-0.33%)

15% less capital invested

Capital invested by funds: $6.39B → $5.42B (-$967M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

54% less call options, than puts

Call options by funds: $81.5M | Put options by funds: $179M

Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
48
Increased
110
Reduced
110
Closed
37
Calls
$81.5M
Puts
$179M
Net Calls
-$97.6M
Net Calls Change
-$97.5M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
251
American Portfolios Advisors
New York
$78.1K
SPIA
252
Steward Partners Investment Advisory
New York
$76K +$7.14K +51 +9%
CMBA
253
C.M. Bidwell & Associates
Hawaii
$74K -$1.12K -8 -1%
Fidelity Investments
254
Fidelity Investments
Massachusetts
$49K -$2.38K -17 -4%
CFGS
255
Concourse Financial Group Securities
Alabama
$40K +$8.82K +63 +25%
GGHC
256
Gilder Gagnon Howe & Co
New York
$34K +$560 +4 +2%
CFA
257
Carroll Financial Associates
North Carolina
$24K -$9.52K -68 -26%
RE
258
RBC Europe
United Kingdom
$22.5K -$28K -200 -53%
TWA
259
TCI Wealth Advisors
Arizona
$21K +$4.2K +30 +22%
BCA
260
Berman Capital Advisors
Georgia
$20K +$3.22K +23 +17%
LSA
261
Leonteq Securities AG
Switzerland
$19.7K +$21.4K +153 New
IA
262
IFP Advisors
Florida
$19K -$7.42K -53 -26%
JCM
263
Jacobi Capital Management
Pennsylvania
$19K +$21K +150 New
HI
264
Hudock Inc
Pennsylvania
$16K
PA
265
Parallel Advisors
California
$16K +$1.12K +8 +7%
BWM
266
BerganKDV Wealth Management
Minnesota
$13K
TFA
267
Toth Financial Advisory
Virginia
$13K
S
268
SignatureFD
Georgia
$12K +$2.24K +16 +20%
HWA
269
HHM Wealth Advisors
Tennessee
$12K +$7.56K +54 +146%
GWM
270
Geneos Wealth Management
Colorado
$12K +$14K +100 New
PAI
271
Pittenger & Anderson Inc
Nebraska
$8K +$2.1K +15 +33%
Bessemer Group
272
Bessemer Group
New Jersey
$8K +$8.82K +63 New
GKWIM
273
Gerber Kawasaki Wealth & Investment Management
California
$6K +$7K +50 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$6K +$7K +50 New
TG
275
TCW Group
California
$5.45K -$7.3M -52,200 -55%

STAA Hedge Fund Activity: Q3 2021 in Review

290 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2021, worth a combined $5.42B — down 15% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new STAA positions and 37 closed out — a net gain of 11 holders — while 110 added to existing stakes and 110 trimmed.

The largest buyer was Vanguard Group, adding an estimated $33.7M. The largest seller was Capital International Investors, exiting entirely with an estimated $43.8M sold.

  • 290 institutional investors held STAAR Surgical (STAA) as of Q3 2021, up from 282 in Q2 2021.
  • Funds reported $5.42B of STAAR Surgical stock for Q3 2021, down 15% quarter-over-quarter.
  • 48 funds opened new STAAR Surgical positions in Q3 2021 and 37 closed out, a net change of +11 holders.
  • The largest STAAR Surgical buyer in Q3 2021 was Vanguard Group, an estimated $33.7M added.
  • The largest STAAR Surgical seller in Q3 2021 was Capital International Investors, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2021.