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STAAR Surgical

185 hedge funds and large institutions have $1.34B invested in STAAR Surgical in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $9.64M | Put options by funds: $3.86M

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $1.28B → $1.34B (+$66.8M)

2% more funds holding

Funds holding: 181185 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.78% less ownership

Funds ownership: 90.64%88.86% (-1.8%)

13% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 72

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
28
Increased
63
Reduced
72
Closed
23
Calls
$9.64M
Puts
$3.86M
Net Calls
+$5.79M
Net Calls Change
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
NCGI
26
Next Century Growth Investors
Minnesota
$7.06M -$888K -25,091 -11%
Marshall Wace
27
Marshall Wace
United Kingdom
$6.89M +$1.75M +49,363 +32%
CM
28
Castleark Management
Illinois
$6.56M -$1.42M -40,061 -17%
Charles Schwab
29
Charles Schwab
California
$6.53M +$3.5K +99 +0.1%
CAM
30
Cortina Asset Management
Wisconsin
$6.23M +$1.57M +44,381 +32%
American Century Companies
31
American Century Companies
Missouri
$6.03M +$30.8K +871 +0.5%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$6.01M -$541K -15,279 -8%
TAM
33
Tiverton Asset Management
Delaware
$5.93M +$1.17M +33,129 +24%
HCM
34
Hodges Capital Management
Texas
$5.73M +$325K +9,180 +6%
CAM
35
Congress Asset Management
Massachusetts
$5.69M +$5.89M +166,355 New
KCM
36
Kornitzer Capital Management
Kansas
$5.64M -$405K -11,460 -6%
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$5.24M -$412K -11,640 -7%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$5.09M -$106K -3,008 -2%
OAM
39
Oberweis Asset Management
Illinois
$4.81M -$1.2M -34,000 -19%
Citadel Advisors
40
Citadel Advisors
Florida
$4.58M -$2.29M -64,638 -33%
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$4.16M +$1.51M +42,739 +54%
AR
42
Advisory Research
Illinois
$4.13M +$162K +4,583 +4%
PI
43
Putnam Investments
Massachusetts
$4.13M +$1.51M +42,600 +55%
GHCM
44
Glen Harbor Capital Management
California
$4.12M -$33.7K -952 -0.8%
GGHC
45
Gilder Gagnon Howe & Co
New York
$4.1M +$3.42M +96,768 +419%
CCM
46
Cadence Capital Management
Massachusetts
$3.88M +$1.61M +45,387 +67%
Deutsche Bank
47
Deutsche Bank
Germany
$3.85M -$9.63M -272,089 -71%
MCIM
48
Meadow Creek Investment Management
Georgia
$3.4M -$27.7K -784 -0.8%
FAM
49
Fred Alger Management
New York
$3.29M +$209K +5,919 +7%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.83M -$1.24M -35,100 -30%

STAA Hedge Fund Activity: Q1 2019 in Review

185 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2019, worth a combined $1.34B — up 5.2% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new STAA positions and 23 closed out — a net gain of 5 holders — while 63 added to existing stakes and 72 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $27.4M. The largest seller was Renaissance Technologies, cutting an estimated $18.7M.

  • 185 institutional investors held STAAR Surgical (STAA) as of Q1 2019, up from 181 in Q4 2018.
  • Funds reported $1.34B of STAAR Surgical stock for Q1 2019, up 5.2% quarter-over-quarter.
  • 28 funds opened new STAAR Surgical positions in Q1 2019 and 23 closed out, a net change of +5 holders.
  • The largest STAAR Surgical buyer in Q1 2019 was Waddell & Reed Financial, an estimated $27.4M added.
  • The largest STAAR Surgical seller in Q1 2019 was Renaissance Technologies, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2019.