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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
CAM
251
Covenant Asset Management
New Jersey
-$2.12M -33,196 Closed
AR
252
Advisory Research
Illinois
-$1.12M -17,457 Closed
E
253
Ergoteles
New York
-$876K -13,704 Closed
AIM
254
Artemis Investment Management
United Kingdom
-$844K -13,214 Closed
PAM
255
Panagora Asset Management
Massachusetts
-$562K -8,790 Closed
VRS
256
Virginia Retirement Systems
Virginia
-$550K -8,600 Closed
AIM
257
Ausbil Investment Management
Australia
-$473K -7,404 Closed
Holocene Advisors
258
Holocene Advisors
New York
-$462K -7,228 Closed
AAM
259
Advisors Asset Management
Colorado
-$337K -5,263 Closed
Teacher Retirement System of Texas
260
Teacher Retirement System of Texas
Texas
-$326K -5,101 Closed
QPW
261
Quantum Private Wealth
Florida
-$291K -4,550 Closed
HF
262
HRT Financial
New York
-$264K -4,134 Closed
LFG
263
Larson Financial Group
Missouri
-$250K -3,906 Closed
JMPWA
264
JP Morgan Private Wealth Advisors
California
-$241K -3,764 Closed
William Blair & Company
265
William Blair & Company
Illinois
-$237K -3,711 Closed
YMRC
266
Yorktown Management & Research Company
Virginia
-$230K -3,600 Closed
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
-$229K -3,590 Closed
WB
268
WesBanco Bank
West Virginia
-$219K -3,430 Closed
PWM
269
Perigon Wealth Management
California
-$214K -3,346 Closed
FCH
270
Freestone Capital Holdings
Washington
-$210K -3,279 Closed
SWA
271
Sightline Wealth Advisors
Connecticut
-$208K -3,250 Closed
WC
272
Weil Company
California
-$208K -3,250 Closed
Walleye Trading
273
Walleye Trading
New York
-$120K -1,978 Closed
BF
274
BOK Financial
Oklahoma
-$115K -1,797 Closed
CG
275
Cutler Group
California
-$30.9K -508 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.