We are live on ! Find out more
STAA icon

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
NRD
101
Nebula Research & Development
New York
$766K +$636K +17,713 +259%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$762K -$10.8K -300 -1%
YCM
103
Yousif Capital Management
Michigan
$761K +$7.01K +195 +0.8%
EAM
104
Erste Asset Management
Austria
$759K
PI
105
Putnam Investments
Massachusetts
$757K -$27.4K -762 -3%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$745K +$268K +7,469 +46%
Comerica Bank
107
Comerica Bank
Texas
$741K -$14.8K -413 -2%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$729K -$19.1K -533 -2%
CM
109
Caption Management
Oklahoma
$718K +$826K +23,000 New
PHK
110
Point72 Hong Kong
Hong Kong
$716K +$825K +22,954 New
Mirae Asset Global Investments
111
Mirae Asset Global Investments
South Korea
$708K +$65.4K +1,821 +9%
RAM
112
Redmond Asset Management
Virginia
$685K -$10.6K -295 -1%
AB
113
Amalgamated Bank
New York
$661K -$17.5K -488 -2%
CC
114
Centiva Capital
New York
$626K +$721K +20,070 New
LTAS
115
Linden Thomas Advisory Services
North Carolina
$608K -$11.9K -331 -2%
Wells Fargo
116
Wells Fargo
California
$608K +$33.3K +928 +5%
WJWM
117
Williams Jones Wealth Management
New York
$590K
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$558K
ZB
119
Zions Bancorporation
Utah
$544K +$17K +474 +3%
EGM
120
Engineers Gate Manager
New York
$540K -$159K -4,423 -20%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$529K -$461K -12,830 -43%
Franklin Resources
122
Franklin Resources
California
$507K -$29.1K -810 -5%
TAA
123
TB Alternative Assets
Cayman Islands
$506K
Mariner
124
Mariner
Kansas
$501K -$14.7K -409 -2%
GCP
125
GSA Capital Partners
United Kingdom
$485K +$153K +4,272 +38%

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.