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STAAR Surgical

194 hedge funds and large institutions have $1.83B invested in STAAR Surgical in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 12

156% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $8.67M

68% more capital invested

Capital invested by funds: $1.08B → $1.83B (+$741M)

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more funds holding

Funds holding: 151194 (+43)

2.53% more ownership

Funds ownership: 84.02%86.56% (+2.5%)

Holders
194
Holders Change
+43
Holders Change %
+28.48%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
55
Increased
68
Reduced
49
Closed
12
Calls
$22.2M
Puts
$8.67M
Net Calls
+$13.5M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hodges Capital Management
Texas
$10.1M +$8.57M +209,410 New
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$9.92M -$8.38M -204,640 -50%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$9.3M -$141K -3,439 -2%
AIM
29
Artemis Investment Management
United Kingdom
$9.17M -$2.79M -68,205 -26%
Charles Schwab
30
Charles Schwab
California
$8.81M +$3.98M +97,306 +113%
OAM
31
Oberweis Asset Management
Illinois
$8.59M -$204K -4,980 -3%
Marshall Wace
32
Marshall Wace
United Kingdom
$8.57M +$7.31M +178,470 New
BIM
33
Bogle Investment Management
Massachusetts
$8.38M +$2.29M +56,002 +47%
American Century Companies
34
American Century Companies
Missouri
$8.38M +$3.95M +96,475 +124%
CM
35
Castleark Management
Illinois
$8.34M +$7.12M +173,800 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$7.48M -$183K -4,476 -3%
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$7.2M -$300K -7,315 -5%
TAM
38
Tiverton Asset Management
Delaware
$7.17M +$500K +12,200 +9%
CAM
39
Cortina Asset Management
Wisconsin
$6.99M -$2.22M -54,300 -27%
AR
40
Advisory Research
Illinois
$6.87M +$606K +14,805 +12%
CAM
41
ClariVest Asset Management
California
$6.21M -$88.4K -2,160 -2%
GHCM
42
Glen Harbor Capital Management
California
$5.87M +$828K +20,230 +20%
PVI
43
Pura Vida Investments
New York
$5.83M +$883K +21,556 +22%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.66M -$204K -4,980 -4%
Prudential Financial
45
Prudential Financial
New Jersey
$5.53M +$201K +4,900 +4%
CPIM
46
Columbia Partners Investment Management
Virginia
$5.38M -$74.9K -1,829 -2%
HI
47
HBK Investments
Texas
$5.15M +$4.39M +107,300 New
ARTA
48
A.R.T. Advisors
New York
$5.11M +$421K +10,279 +11%
Morgan Stanley
49
Morgan Stanley
New York
$4.93M +$340K +8,295 +9%
EI
50
EAM Investors
California
$4.85M -$1.14M -27,822 -22%

STAA Hedge Fund Activity: Q3 2018 in Review

194 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2018, worth a combined $1.83B — up 68% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new STAA positions and 12 closed out — a net gain of 43 holders — while 68 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $42.7M. The largest seller was Putnam Investments, cutting an estimated $82.7M.

  • 194 institutional investors held STAAR Surgical (STAA) as of Q3 2018, up from 151 in Q2 2018.
  • Funds reported $1.83B of STAAR Surgical stock for Q3 2018, up 68% quarter-over-quarter.
  • 55 funds opened new STAAR Surgical positions in Q3 2018 and 12 closed out, a net change of +43 holders.
  • The largest STAAR Surgical buyer in Q3 2018 was Vanguard Group, an estimated $42.7M added.
  • The largest STAAR Surgical seller in Q3 2018 was Putnam Investments, an estimated $82.7M sold.

Based on aggregated 13F filings for Q3 2018.