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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
LA
151
Legacy Advisors
Pennsylvania
$253K +$144 +4 +0%
ECM
152
Everence Capital Management
Indiana
$250K
Man Group
153
Man Group
United Kingdom
$241K +$277K +7,722 New
LCM
154
Landscape Capital Management
New Jersey
$239K +$275K +7,658 New
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$234K -$5.75K -160 -2%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$230K -$822K -22,889 -76%
PWM
157
Perigon Wealth Management
California
$227K +$25.3K +703 +11%
SI
158
Stephens Inc
Arkansas
$208K +$10.8K +300 +5%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$165K -$11.2K -311 -6%
AIP
160
Ameritas Investment Partners
Nebraska
$151K
A
161
AlphaQuest
New York
$146K +$168K +4,688 New
CFB
162
Cullen/Frost Bankers
Texas
$120K
VanEck Associates
163
VanEck Associates
New York
$107K +$9.13K +254 +8%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$87.5K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$64.4K -$61.4K -1,710 -45%
C
166
Covestor
United Kingdom
$60K -$19.4K -541 -22%
Group One Trading
167
Group One Trading
Illinois
$54.6K -$110K -3,073 -64%
SOW
168
State of Wyoming
Wyoming
$52.2K +$8.3K +231 +16%
APC
169
Aspire Private Capital
North Carolina
$46.8K
CIA
170
Cape Investment Advisory
Georgia
$41.5K +$47.8K +1,331 New
EC
171
EntryPoint Capital
New York
$38.8K +$44.7K +1,244 New
QCG
172
Quadrant Capital Group
Ohio
$35.1K -$30.3K -842 -43%
LSA
173
Leonteq Securities AG
Switzerland
$24.4K +$28.1K +781 New
Lazard Asset Management
174
Lazard Asset Management
New York
$22K -$6.04K -168 -19%
SPIA
175
Steward Partners Investment Advisory
New York
$21.8K -$5.21K -145 -17%

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.