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STAAR Surgical

106 hedge funds and large institutions have $507M invested in STAAR Surgical in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

27% more capital invested

Capital invested by funds: $398M → $507M (+$109M)

18% more funds holding

Funds holding: 90106 (+16)

1.63% more ownership

Funds ownership: 77.8%79.43% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

81% less call options, than puts

Call options by funds: $168K | Put options by funds: $874K

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
23
Closed
8
Calls
$168K
Puts
$874K
Net Calls
-$706K
Net Calls Change
-$706K
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
26
Millrace Asset Group
Pennsylvania
$1.6M -$285K -19,196 -16%
SSA
27
Schonfeld Strategic Advisors
New York
$1.56M +$1.49M +100,372 New
BA
28
Bristol Advisors
Pennsylvania
$1.55M +$1.2M +81,000 +426%
GHCM
29
Glen Harbor Capital Management
California
$1.54M +$265K +17,816 +22%
MC
30
Menta Capital
California
$1.36M -$1.72M -115,991 -57%
TA
31
Teachers Advisors
New York
$1.31M +$3.34K +225 +0.3%
MCIM
32
Meadow Creek Investment Management
Georgia
$1.27M +$218K +14,672 +22%
Charles Schwab
33
Charles Schwab
California
$1.25M +$207K +13,947 +21%
RPAM
34
Rhenman & Partners Asset Management
Sweden
$1.18M -$204K -13,744 -15%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.15M +$1.1M +74,178 New
Wells Fargo
36
Wells Fargo
California
$1.14M +$122K +8,226 +13%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$999K -$11.3K -761 -1%
EP
38
Elkfork Partners
Oregon
$996K +$171K +11,528 +22%
PP
39
PDT Partners
New York
$958K +$512K +34,476 +126%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$935K +$393K +26,443 +78%
AllianceBernstein
41
AllianceBernstein
Tennessee
$921K +$75.8K +5,100 +9%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$901K +$709K +47,690 +455%
QCMC
43
Quantum Capital Management (California)
California
$887K +$3K +202 +0.4%
LNC
44
Lincoln National Corp
Pennsylvania
$837K +$401K +27,000 +100%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$802K +$45.3K +3,048 +6%
Swiss National Bank
46
Swiss National Bank
Switzerland
$773K
AG
47
Algert Global
California
$764K +$733K +49,304 New
TAM
48
Tyers Asset Management
Texas
$725K +$125K +8,384 +22%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$694K
Goldman Sachs
50
Goldman Sachs
New York
$680K +$143K +9,653 +28%

STAA Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2017, worth a combined $507M — up 27% from $398M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new STAA positions and 8 closed out — a net gain of 16 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $6.86M. The largest seller was Putnam Investments, cutting an estimated $8.66M.

  • 106 institutional investors held STAAR Surgical (STAA) as of Q4 2017, up from 90 in Q3 2017.
  • Funds reported $507M of STAAR Surgical stock for Q4 2017, up 27% quarter-over-quarter.
  • 24 funds opened new STAAR Surgical positions in Q4 2017 and 8 closed out, a net change of +16 holders.
  • The largest STAAR Surgical buyer in Q4 2017 was Millennium Management, an estimated $6.86M added.
  • The largest STAAR Surgical seller in Q4 2017 was Putnam Investments, an estimated $8.66M sold.

Based on aggregated 13F filings for Q4 2017.