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STAAR Surgical

167 hedge funds and large institutions have $1.49B invested in STAAR Surgical in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

40% more capital invested

Capital invested by funds: $1.06B → $1.49B (+$425M)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

10% more funds holding

Funds holding: 152167 (+15)

2.44% more ownership

Funds ownership: 92.51%94.95% (+2.4%)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

23% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $35.4M

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
3.29%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
36
Increased
53
Reduced
52
Closed
14
Calls
$27.3M
Puts
$35.4M
Net Calls
-$8.04M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
126
SG Americas Securities
New York
$264K -$574K -17,389 -70%
GAM
127
Gotham Asset Management
New York
$263K +$247K +7,491 New
AG
128
Algert Global
California
$238K +$223K +6,773 New
PTC
129
Petrus Trust Company
Texas
$233K +$218K +6,613 New
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$232K +$218K +6,606 New
Allianz Asset Management
131
Allianz Asset Management
Germany
$223K -$1.76M -53,429 -89%
ProShare Advisors
132
ProShare Advisors
Maryland
$212K +$199K +6,025 New
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$210K +$68.5K +2,076 +53%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$202K -$55.3K -1,675 -23%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$197K
TSW
136
Thompson Siegel & Walmsley
Virginia
$176K +$165K +5,000 New
PI
137
PEAK6 Investments
Illinois
$150K +$141K +4,271 New
TRCT
138
Tower Research Capital (TRC)
New York
$146K +$102K +3,105 +300%
AIP
139
Ameritas Investment Partners
Nebraska
$133K
FC
140
FORA Capital
Florida
$124K +$117K +3,533 New
APA
141
American Portfolios Advisors
New York
$107K -$12.8K -388 -11%
NFG
142
Next Financial Group
Texas
$104K +$28.6K +867 +42%
US Bancorp
143
US Bancorp
Minnesota
$101K +$18.4K +558 +24%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$90K
ETC
145
Exchange Traded Concepts
Oklahoma
$81K +$75.7K +2,295 New
Canada Life
146
Canada Life
Manitoba, Canada
$75K +$25K +758 +54%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$70K
AIM
148
Aigen Investment Management
New York
$61K +$57.7K +1,748 New
APC
149
Aspire Private Capital
North Carolina
$53K
Lazard Asset Management
150
Lazard Asset Management
New York
$53K +$26.6K +806 +113%

STAA Hedge Fund Activity: Q4 2019 in Review

167 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2019, worth a combined $1.49B — up 40% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new STAA positions and 14 closed out — a net gain of 22 holders — while 53 added to existing stakes and 52 trimmed.

The largest buyer was Capital International Investors, adding an estimated $18.8M. The largest seller was Consonance Capital Management, cutting an estimated $26.5M.

  • 167 institutional investors held STAAR Surgical (STAA) as of Q4 2019, up from 152 in Q3 2019.
  • Funds reported $1.49B of STAAR Surgical stock for Q4 2019, up 40% quarter-over-quarter.
  • 36 funds opened new STAAR Surgical positions in Q4 2019 and 14 closed out, a net change of +22 holders.
  • The largest STAAR Surgical buyer in Q4 2019 was Capital International Investors, an estimated $18.8M added.
  • The largest STAAR Surgical seller in Q4 2019 was Consonance Capital Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2019.