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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
TPCW
251
TD Private Client Wealth
New York
$4.88K +$4.54K +61 New
AssetMark Inc
252
AssetMark Inc
California
$4K +$3.95K +53 New
GAM
253
Gemmer Asset Management
California
$4K +$3.95K +53 New
EWA
254
EverSource Wealth Advisors
Alabama
$3K
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.46K +33 New
QCG
256
Quadrant Capital Group
Ohio
$3K +$2.83K +38 +475%
PCG
257
Private Capital Group
Connecticut
$3K +$3.13K +42 New
IA
258
IFP Advisors
Florida
$3K +$4.1K +55 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.49K -20 -45%
PFGIA
260
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.64K +22 New
EI
261
Ellevest Inc
New York
$1K
GC
262
Globeflex Capital
California
$1K
GRP
263
Global Retirement Partners
California
$1K +$745 +10 New
T
264
TCWP
Ohio
$1K +$968 +13 New
WT
265
Whittier Trust
California
$1K +$1.04K +14 New
PCA
266
Providence Capital Advisors
North Carolina
$1K +$1.12K +15 New
Macquarie Group
267
Macquarie Group
Australia
$111
Group One Trading
268
Group One Trading
Illinois
-$7.21M -96,870 Closed
First Trust Advisors
269
First Trust Advisors
Illinois
-$3.24M -35,458 Closed
ECM
270
ExodusPoint Capital Management
New York
-$2.96M -32,416 Closed
JAM
271
Jupiter Asset Management
United Kingdom
-$2.79M -29,842 Closed
Jacobs Levy Equity Management
272
Jacobs Levy Equity Management
New Jersey
-$2.38M -26,072 Closed
ACM
273
Altium Capital Management
New York
-$2.37M -26,000 Closed
JF
274
Jump Financial
Illinois
-$2M -21,900 Closed
EGM
275
Engineers Gate Manager
New York
-$1.92M -21,026 Closed

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.