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STAAR Surgical

207 hedge funds and large institutions have $1.62B invested in STAAR Surgical in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 90 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.08% less ownership

Funds ownership: 110.13%106.06% (-4.1%)

5% less funds holding

Funds holding: 217207 (-10)

12% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $13.8M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

25% less capital invested

Capital invested by funds: $2.15B → $1.62B (-$533M)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

37% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 90

Holders
207
Holders Change
-10
Holders Change %
-4.61%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
27
Increased
57
Reduced
90
Closed
36
Calls
$12.1M
Puts
$13.8M
Net Calls
-$1.71M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$11M -$528K -14,689 -4%
Goldman Sachs
27
Goldman Sachs
New York
$9.09M -$19.7M -548,894 -65%
Artisan Partners
28
Artisan Partners
Wisconsin
$8.9M -$231K -6,420 -2%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$8.79M +$7.56M +210,443 +296%
Principal Financial Group
30
Principal Financial Group
Iowa
$8.77M -$6.38M -177,467 -39%
ACM
31
American Capital Management
New York
$6.67M +$682K +18,972 +10%
N
32
Nuveen
North Carolina
$6.3M +$26.3K +733 +0.4%
YC
33
Yunqi Capital
Hong Kong
$6.14M
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$5.67M -$519K -14,434 -7%
Legal & General Group
35
Legal & General Group
United Kingdom
$5.4M -$101K -2,817 -2%
Marshall Wace
36
Marshall Wace
United Kingdom
$5.14M +$4.71M +131,120 +391%
KCM
37
Kornitzer Capital Management
Kansas
$5.02M -$52.1K -1,450 -0.9%
Renaissance Technologies
38
Renaissance Technologies
New York
$4.82M -$435K -12,100 -7%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$4.67M +$5.25M +146,158 +4,151%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.53M -$39.6K -1,103 -0.8%
Ameriprise
41
Ameriprise
Minnesota
$4.52M -$435K -12,115 -8%
Invesco
42
Invesco
Georgia
$4.52M -$750K -20,863 -13%
EFM
43
E Fund Management
China
$4.13M -$23.4M -650,000 -83%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$3.83M +$1.82M +50,600 +70%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$3.47M -$379K -10,550 -9%
CSS
46
Cubist Systematic Strategies
Connecticut
$3.33M +$3.83M +106,731 New
NC
47
Nicholas Company
Wisconsin
$3.27M
JP Morgan Chase
48
JP Morgan Chase
New York
$3.19M +$1.04M +28,929 +39%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.16M +$1.49M +41,362 +69%
Victory Capital Management
50
Victory Capital Management
Texas
$3.13M +$98.9K +2,753 +3%

STAA Hedge Fund Activity: Q4 2023 in Review

207 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2023, worth a combined $1.62B — down 25% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of STAA and 27 opened new positions — a net loss of 9 holders — while 90 trimmed existing stakes and 57 added.

The largest buyer was Broadwood Capital, adding an estimated $45.8M. The largest seller was Anatole Investment Management, cutting an estimated $51.6M.

  • 207 institutional investors held STAAR Surgical (STAA) as of Q4 2023, down from 217 in Q3 2023.
  • Funds reported $1.62B of STAAR Surgical stock for Q4 2023, down 25% quarter-over-quarter.
  • 27 funds opened new STAAR Surgical positions in Q4 2023 and 36 closed out, a net change of -9 holders.
  • The largest STAAR Surgical buyer in Q4 2023 was Broadwood Capital, an estimated $45.8M added.
  • The largest STAAR Surgical seller in Q4 2023 was Anatole Investment Management, an estimated $51.6M sold.

Based on aggregated 13F filings for Q4 2023.