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STAAR Surgical

103 hedge funds and large institutions have $572M invested in STAAR Surgical in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

803% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $2.01M

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

86% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $476M → $572M (+$96.3M)

12% more funds holding

Funds holding: 92103 (+11)

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
41
Reduced
22
Closed
10
Calls
$18.1M
Puts
$2.01M
Net Calls
+$16.1M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$432K +$371K +23,000 New
Public Employees Retirement Association of Colorado
77
Public Employees Retirement Association of Colorado
Colorado
$406K
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$379K +$325K +20,170 New
WA
79
Whitebox Advisors
Minnesota
$316K +$271K +16,800 New
Bank of America
80
Bank of America
North Carolina
$314K +$96.9K +6,012 +56%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$274K +$235K +14,600 New
MC
82
Menta Capital
California
$258K +$51.6K +3,200 +30%
UBS AM
83
UBS AM
Illinois
$243K
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$241K +$187K +11,635 New
Nomura Holdings
85
Nomura Holdings
Japan
$206K +$180K +11,201 New
Wells Fargo
86
Wells Fargo
California
$203K +$35.6K +2,207 +26%
Canada Life
87
Canada Life
Manitoba, Canada
$165K
CAM
88
ClariVest Asset Management
California
$162K +$139K +8,600 New
Barclays
89
Barclays
United Kingdom
$151K +$121K +7,485 +809%
Citigroup
90
Citigroup
New York
$107K -$102K -6,305 -53%
PAM
91
Panagora Asset Management
Massachusetts
$107K
MAA
92
Managed Account Advisors
New Jersey
$106K -$125K -7,769 -58%
RNS
93
Robert N. Shapiro
$75K
WEC
94
Winslow Evans & Crocker
Massachusetts
$63.9K +$54.8K +3,400 New
TRCT
95
Tower Research Capital (TRC)
New York
$62K +$18.7K +1,162 +55%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$27K +$1.11K +69 +5%
BlackRock
97
BlackRock
New York
$25K
ST
98
SpiderRock Trading
Illinois
$18K
BG
99
BlackRock Group
United Kingdom
$16K
MFS
100
MSI Financial Services
Massachusetts
$13K -$1.43K -89 -11%

STAA Hedge Fund Activity: Q1 2014 in Review

103 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2014, worth a combined $572M — up 20% from $476M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new STAA positions and 10 closed out — a net gain of 13 holders — while 41 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.28M. The largest seller was Palo Alto Investors, cutting an estimated $10M.

  • 103 institutional investors held STAAR Surgical (STAA) as of Q1 2014, up from 92 in Q4 2013.
  • Funds reported $572M of STAAR Surgical stock for Q1 2014, up 20% quarter-over-quarter.
  • 23 funds opened new STAAR Surgical positions in Q1 2014 and 10 closed out, a net change of +13 holders.
  • The largest STAAR Surgical buyer in Q1 2014 was Morgan Stanley, an estimated $5.28M added.
  • The largest STAAR Surgical seller in Q1 2014 was Palo Alto Investors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2014.