We are live on ! Find out more
STAA icon

STAAR Surgical

273 hedge funds and large institutions have $3.31B invested in STAAR Surgical in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $18.6M

61% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 77

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

3.82% more ownership

Funds ownership: 93.69%97.51% (+3.8%)

1% more funds holding

Funds holding: 270273 (+3)

7% less capital invested

Capital invested by funds: $3.57B → $3.31B (-$268M)

Holders
273
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
4.6%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
34
Increased
124
Reduced
77
Closed
27
Calls
$43.6M
Puts
$18.6M
Net Calls
+$25M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$6K +$1.22K +19 +24%
BC
252
Bartlett & Co
Ohio
$6K +$5.41K +84 New
BCWM
253
Bartlett & Co Wealth Management
Ohio
$5.96K +$5.41K +84 New
TPCW
254
TD Private Client Wealth
New York
$5.6K +$1.16K +18 +30%
PAI
255
Pittenger & Anderson Inc
Nebraska
$5K +$580 +9 +15%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$4.98K +$3.66M +56,795 +682%
FSWA
257
Financial Synergies Wealth Advisors
Texas
$4.11K +$3.74K +58 New
BIA
258
Bell Investment Advisors
California
$4K +$3.8K +59 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$3K -$8.57K -133 -78%
PCG
260
Private Capital Group
Connecticut
$3K -$451 -7 -17%
IA
261
IFP Advisors
Florida
$3K
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$2K -$580 -9 -27%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$2K
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$2K
EI
265
Ellevest Inc
New York
$1K
GRP
266
Global Retirement Partners
California
$1K
GC
267
Globeflex Capital
California
$1K
CAL
268
Capital Advisors Ltd
Ohio
$1K +$515 +8 New
AF
269
Allworth Financial
California
$1K +$902 +14 New
PWMG
270
Prestige Wealth Management Group
New Jersey
$1K +$1.16K +18 New
SWA
271
Sutton Wealth Advisors
Florida
$638 +$580 +9 New
KHCM
272
Kettle Hill Capital Management
New York
-$7.05M -88,281 Closed
WCA
273
Waypoint Capital Advisors
Minnesota
-$1.49M -22,583 Closed
CM
274
Caption Management
Oklahoma
-$1.4M -21,766 Closed
GAM
275
Gotham Asset Management
New York
-$1.48M -18,504 Closed

STAA Hedge Fund Activity: Q2 2022 in Review

273 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2022, worth a combined $3.31B — down 7.5% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STAA positions and 27 closed out — a net gain of 7 holders — while 124 added to existing stakes and 77 trimmed.

The largest buyer was E Fund Management, adding an estimated $38.7M. The largest seller was AEGON Asset Management (UK), cutting an estimated $9.9M.

  • 273 institutional investors held STAAR Surgical (STAA) as of Q2 2022, up from 270 in Q1 2022.
  • Funds reported $3.31B of STAAR Surgical stock for Q2 2022, down 7.5% quarter-over-quarter.
  • 34 funds opened new STAAR Surgical positions in Q2 2022 and 27 closed out, a net change of +7 holders.
  • The largest STAAR Surgical buyer in Q2 2022 was E Fund Management, an estimated $38.7M added.
  • The largest STAAR Surgical seller in Q2 2022 was AEGON Asset Management (UK), an estimated $9.9M sold.

Based on aggregated 13F filings for Q2 2022.