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STAAR Surgical

192 hedge funds and large institutions have $2.54B invested in STAAR Surgical in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 57 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

88% more capital invested

Capital invested by funds: $1.35B → $2.54B (+$1.19B)

20% more funds holding

Funds holding: 160192 (+32)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.49% less ownership

Funds ownership: 93.2%90.71% (-2.5%)

11% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 64

21% less call options, than puts

Call options by funds: $58.8M | Put options by funds: $74.3M

Holders
192
Holders Change
+32
Holders Change %
+20%
% of All Funds
3.94%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
53
Increased
57
Reduced
64
Closed
20
Calls
$58.8M
Puts
$74.3M
Net Calls
-$15.5M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$14.7M +$817K +20,009 +9%
Charles Schwab
27
Charles Schwab
California
$14.2M +$684K +16,737 +8%
ZCM
28
Ziegler Capital Management
Illinois
$14M +$2.75M +67,204 +42%
NCGI
29
Next Century Growth Investors
Minnesota
$12.8M -$66K -1,616 -0.8%
TG
30
TCW Group
California
$12.7M -$1.39K -34 -0%
Morgan Stanley
31
Morgan Stanley
New York
$11.2M -$948K -23,201 -11%
Luther King Capital Management (LKCM)
32
Luther King Capital Management (LKCM)
Texas
$10.9M -$315K -7,700 -4%
QCMC
33
Quantum Capital Management (California)
California
$10.3M
KCM
34
Kornitzer Capital Management
Kansas
$10.2M -$54.7K -1,340 -0.8%
HA
35
Homestead Advisers
Virginia
$10.1M -$641K -15,681 -9%
Bank of America
36
Bank of America
North Carolina
$9.87M +$227K +5,568 +4%
RA
37
Royce & Associates
New York
$8.62M
Wells Fargo
38
Wells Fargo
California
$8.12M +$1.17M +28,572 +28%
RSCM
39
Rock Springs Capital Management
Maryland
$8M -$1.02M -25,000 -16%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$7.98M -$1.47M -36,000 -22%
GPGA
41
Grandeur Peak Global Advisors
Utah
$7.63M -$739K -18,100 -13%
SAM
42
Silvercrest Asset Management
New York
$7.4M -$1.45M -35,384 -23%
Millennium Management
43
Millennium Management
New York
$7.33M +$230K +5,633 +5%
JCAM
44
Jericho Capital Asset Management
New York
$7.14M -$3.84M -94,000 -45%
LCG
45
Lisanti Capital Growth
New York
$6.44M +$4.28M +104,715 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$6.14M +$376K +9,214 +10%
AI
47
Axiom Investors
Connecticut
$5.18M +$3.44M +84,205 New
AI
48
Acuitas Investments
Washington
$5.17M +$3.43M +84,056 New
MOACM
49
Mutual of America Capital Management
New York
$4.91M +$1.68M +41,134 +107%
QI
50
QS Investors
New York
$4.86M

STAA Hedge Fund Activity: Q2 2020 in Review

192 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2020, worth a combined $2.54B — up 88% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new STAA positions and 20 closed out — a net gain of 33 holders — while 57 added to existing stakes and 64 trimmed.

The largest buyer was Artisan Partners, adding an estimated $21.2M. The largest seller was Waddell & Reed Financial, cutting an estimated $23.4M.

  • 192 institutional investors held STAAR Surgical (STAA) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $2.54B of STAAR Surgical stock for Q2 2020, up 88% quarter-over-quarter.
  • 53 funds opened new STAAR Surgical positions in Q2 2020 and 20 closed out, a net change of +33 holders.
  • The largest STAAR Surgical buyer in Q2 2020 was Artisan Partners, an estimated $21.2M added.
  • The largest STAAR Surgical seller in Q2 2020 was Waddell & Reed Financial, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2020.