STAAR Surgical
STAA
80 hedge funds and large institutions have $338M invested in STAAR Surgical in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
76.67% more ownership
Funds ownership: 0% → 76.67% (+77%)
21% more capital invested
Capital invested by funds: $278M → $338M (+$59.4M)
11% more funds holding
Funds holding: 72 → 80 (+8)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
100% less call options, than puts
Call options by funds: $6K | Put options by funds: $1.3M
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.91M |
| 2 |
ACM
Archon Capital Management
Seattle,
Washington
|
-$1.62M |
| 3 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
-$1.09M |
| 4 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
|
-$634K |
| 5 |
Goldman Sachs
New York
|
-$383K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
76
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $11K | – | – | – |
|
77
Barclays
London,
United Kingdom
| $6K | -$21.5K | -2,110 | -81% |
|
|
LTFS
78
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | – | – | – |
|
|
TDC
79
Thompson Davis & Co
Richmond,
Virginia
| $3K | -$2.54K | -250 | -50% |
|
|
CCM
80
Coe Capital Management
Highland Park,
Illinois
| – | -$1.09M | -130,092 | Closed |
|
|
81
Goldman Sachs
New York
| – | -$383K | -40,733 | Closed |
|
82
UBS AM
Chicago,
Illinois
| – | -$267K | -28,400 | Closed |
|
|
VKH
83
Virtu KCG Holdings
New York
| – | -$134K | -14,296 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$98K | -10,468 | Closed |
|
85
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -167 | Closed |
|
86
Envestnet Asset Management
Chicago,
Illinois
| – | +$153 | +15 | New |
|
STAA Hedge Fund Activity: Q4 2016 in Review
80 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2016, worth a combined $338M — up 21% from $278M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new STAA positions and 6 closed out — a net gain of 8 holders — while 24 added to existing stakes and 27 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $1.91M.
- 80 institutional investors held STAAR Surgical (STAA) as of Q4 2016, up from 72 in Q3 2016.
- Funds reported $338M of STAAR Surgical stock for Q4 2016, up 21% quarter-over-quarter.
- 14 funds opened new STAAR Surgical positions in Q4 2016 and 6 closed out, a net change of +8 holders.
- The largest STAAR Surgical buyer in Q4 2016 was Baillie Gifford & Co, an estimated $4.98M added.
- The largest STAAR Surgical seller in Q4 2016 was Morgan Stanley, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2016.