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STAAR Surgical
STAA

80 hedge funds and large institutions have $338M invested in STAAR Surgical in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

76.67% more ownership

Funds ownership: 0% → 76.67% (+77%)

21% more capital invested

Capital invested by funds: $278M → $338M (+$59.4M)

11% more funds holding

Funds holding: 72 → 80 (+8)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $1.3M

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
24
Reduced
27
Closed
6
Calls
$6K
Puts
$1.3M
Net Calls
-$1.29M
Net Calls Change
-$1.3M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$4.98M
2
CAM
Cortina Asset Management
Wisconsin
+$4.01M
3
BFA
BlackRock Fund Advisors
California
+$1.82M
4
PAI
Palo Alto Investors
California
+$1.44M
5
TAM
Tiverton Asset Management
Delaware
+$891K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.91M
2
ACM
Archon Capital Management
Washington
-$1.62M
3
CCM
Coe Capital Management
Illinois
-$1.09M
4
GPGA
Grandeur Peak Global Advisors
Utah
-$634K
5
Goldman Sachs
Goldman Sachs
New York
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$895K -$22.4K -2,200 -3%
EP
27
Elkfork Partners
Oregon
$818K +$767K +75,372 New
TA
28
Teachers Advisors
New York
$780K +$25.9K +2,549 +4%
Charles Schwab
29
Charles Schwab
California
$723K +$150K +14,700 +28%
TAM
30
Tyers Asset Management
Texas
$595K +$558K +54,816 New
AllianceBernstein
31
AllianceBernstein
Tennessee
$589K – – –
Wells Fargo
32
Wells Fargo
California
$559K +$136K +13,415 +35%
JP Morgan Chase
33
JP Morgan Chase
New York
$550K +$516K +50,704 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$544K – – –
Swiss National Bank
35
Swiss National Bank
Switzerland
$541K -$83.4K -8,200 -14%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$483K +$30K +2,949 +7%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$473K +$150K +14,772 +51%
Citigroup
38
Citigroup
New York
$396K +$336K +32,989 +947%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$385K – – –
WMSA
40
Weiss Multi-Strategy Advisers
New York
$380K -$40.7K -4,000 -10%
Creative Planning
41
Creative Planning
Kansas
$368K -$130K -12,815 -27%
WJA
42
Williams Jones & Associates
New York
$365K -$20.3K -2,000 -6%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$321K -$14.2K -1,400 -5%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$312K – – –
RPAM
45
Rhenman & Partners Asset Management
Sweden
$312K +$292K +28,711 New
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$306K -$13.3K -1,306 -4%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305K -$12.1K -1,189 -4%
NFA
48
Nationwide Fund Advisors
Ohio
$268K -$12.1K -1,191 -5%
Group One Trading
49
Group One Trading
Illinois
$266K +$233K +22,882 +1,430%
Deutsche Bank
50
Deutsche Bank
Germany
$256K -$167K -16,421 -41%
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STAA Hedge Fund Activity: Q4 2016 in Review

80 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2016, worth a combined $338M — up 21% from $278M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new STAA positions and 6 closed out — a net gain of 8 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $1.91M.

  • 80 institutional investors held STAAR Surgical (STAA) as of Q4 2016, up from 72 in Q3 2016.
  • Funds reported $338M of STAAR Surgical stock for Q4 2016, up 21% quarter-over-quarter.
  • 14 funds opened new STAAR Surgical positions in Q4 2016 and 6 closed out, a net change of +8 holders.
  • The largest STAAR Surgical buyer in Q4 2016 was Baillie Gifford & Co, an estimated $4.98M added.
  • The largest STAAR Surgical seller in Q4 2016 was Morgan Stanley, an estimated $1.91M sold.

Based on aggregated 13F filings for Q4 2016.