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STAAR Surgical

160 hedge funds and large institutions have $1.35B invested in STAAR Surgical in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $23.6M

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.76% less ownership

Funds ownership: 94.95%93.2% (-1.8%)

4% less funds holding

Funds holding: 167160 (-7)

9% less capital invested

Capital invested by funds: $1.49B → $1.35B (-$136M)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
160
Holders Change
-7
Holders Change %
-4.19%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
29
Increased
54
Reduced
57
Closed
33
Calls
$30.4M
Puts
$23.6M
Net Calls
+$6.79M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$7.23M -$4.22M -125,302 -36%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.05M +$83K +2,464 +1%
Charles Schwab
28
Charles Schwab
California
$6.89M +$103K +3,063 +1%
JCAM
29
Jericho Capital Asset Management
New York
$6.77M
NCGI
30
Next Century Growth Investors
Minnesota
$6.74M +$600K +17,791 +9%
TG
31
TCW Group
California
$6.68M +$6.98M +207,208 New
Morgan Stanley
32
Morgan Stanley
New York
$6.6M -$1.35M -39,981 -16%
Luther King Capital Management (LKCM)
33
Luther King Capital Management (LKCM)
Texas
$5.95M +$182K +5,395 +3%
HA
34
Homestead Advisers
Virginia
$5.81M -$143K -4,229 -2%
QCMC
35
Quantum Capital Management (California)
California
$5.4M
KCM
36
Kornitzer Capital Management
Kansas
$5.39M -$3.44M -102,140 -38%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$5.34M -$2.6M -77,100 -32%
ZCM
38
Ziegler Capital Management
Illinois
$5.19M +$5.42M +160,846 New
SAM
39
Silvercrest Asset Management
New York
$5.02M -$651K -19,311 -11%
RSCM
40
Rock Springs Capital Management
Maryland
$5M +$5.22M +155,000 New
Bank of America
41
Bank of America
North Carolina
$4.99M -$1.25M -36,998 -19%
GPGA
42
Grandeur Peak Global Advisors
Utah
$4.58M +$523K +15,525 +12%
RA
43
Royce & Associates
New York
$4.52M +$893K +26,500 +23%
Aviva
44
Aviva
United Kingdom
$3.8M +$3.97M +117,833 New
Millennium Management
45
Millennium Management
New York
$3.66M +$704K +20,886 +23%
Wells Fargo
46
Wells Fargo
California
$3.34M +$381K +11,301 +12%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.92M -$169K -5,000 -5%
Walleye Trading
48
Walleye Trading
New York
$2.88M +$3.01M +89,211 New
Goldman Sachs
49
Goldman Sachs
New York
$2.84M -$523K -15,508 -15%
QI
50
QS Investors
New York
$2.55M

STAA Hedge Fund Activity: Q1 2020 in Review

160 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2020, worth a combined $1.35B — down 9.1% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of STAA and 29 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was RTW Investments, adding an estimated $12.6M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $31.1M sold.

  • 160 institutional investors held STAAR Surgical (STAA) as of Q1 2020, down from 167 in Q4 2019.
  • Funds reported $1.35B of STAAR Surgical stock for Q1 2020, down 9.1% quarter-over-quarter.
  • 29 funds opened new STAAR Surgical positions in Q1 2020 and 33 closed out, a net change of -4 holders.
  • The largest STAAR Surgical buyer in Q1 2020 was RTW Investments, an estimated $12.6M added.
  • The largest STAAR Surgical seller in Q1 2020 was Janus Henderson Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q1 2020.