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STAAR Surgical

251 hedge funds and large institutions have $3.13B invested in STAAR Surgical in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 100 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $2.25B → $3.13B (+$873M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4.59% more ownership

Funds ownership: 96.89%101.48% (+4.6%)

5% less call options, than puts

Call options by funds: $35.7M | Put options by funds: $37.5M

9% less funds holding

Funds holding: 275251 (-24)

21% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 100

37% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 57

Holders
251
Holders Change
-24
Holders Change %
-8.73%
% of All Funds
4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
36
Increased
79
Reduced
100
Closed
57
Calls
$35.7M
Puts
$37.5M
Net Calls
-$1.73M
Net Calls Change
+$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
176
First Personal Financial Services
North Carolina
$266K +$88.8K +1,361 +49%
HF
177
HRT Financial
New York
$264K -$2.29M -35,019 -89%
Citigroup
178
Citigroup
New York
$263K -$133K -2,038 -33%
BWP
179
BSW Wealth Partners
Colorado
$250K +$256K +3,915 New
LFG
180
Larson Financial Group
Missouri
$250K +$255K +3,906 New
Marshall Wace
181
Marshall Wace
United Kingdom
$249K -$176K -2,700 -41%
CFB
182
Cullen/Frost Bankers
Texas
$245K
JMPWA
183
JP Morgan Private Wealth Advisors
California
$241K +$246K +3,764 New
William Blair & Company
184
William Blair & Company
Illinois
$237K -$78.8K -1,208 -25%
FSA
185
Fort Sheridan Advisors
Illinois
$237K +$241K +3,700 New
YMRC
186
Yorktown Management & Research Company
Virginia
$230K +$235K +3,600 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$229K +$95.7K +1,467 +69%
Lazard Asset Management
188
Lazard Asset Management
New York
$226K +$54.6K +837 +31%
WB
189
WesBanco Bank
West Virginia
$219K +$224K +3,430 New
PWM
190
Perigon Wealth Management
California
$214K +$218K +3,346 New
FCH
191
Freestone Capital Holdings
Washington
$210K +$214K +3,279 New
Verition Fund Management
192
Verition Fund Management
Connecticut
$208K -$183K -2,811 -46%
SWA
193
Sightline Wealth Advisors
Connecticut
$208K +$212K +3,250 New
WC
194
Weil Company
California
$208K +$212K +3,250 New
Millennium Management
195
Millennium Management
New York
$204K -$28.8M -441,580 -99%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$193K +$103K +1,580 +110%
US Bancorp
197
US Bancorp
Minnesota
$178K -$20K -307 -10%
Citadel Advisors
198
Citadel Advisors
Florida
$169K -$4.29M -65,795 -96%
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
$164K -$32K -491 -16%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$155K -$2.03M -31,080 -93%

STAA Hedge Fund Activity: Q1 2023 in Review

251 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2023, worth a combined $3.13B — up 39% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of STAA and 36 opened new positions — a net loss of 21 holders — while 100 trimmed existing stakes and 79 added.

The largest buyer was Yong Rong (HK) Asset Management, opening a new position worth an estimated $45.4M. The largest seller was Millennium Management, cutting an estimated $28.8M.

  • 251 institutional investors held STAAR Surgical (STAA) as of Q1 2023, down from 275 in Q4 2022.
  • Funds reported $3.13B of STAAR Surgical stock for Q1 2023, up 39% quarter-over-quarter.
  • 36 funds opened new STAAR Surgical positions in Q1 2023 and 57 closed out, a net change of -21 holders.
  • The largest STAAR Surgical buyer in Q1 2023 was Yong Rong (HK) Asset Management, an estimated $45.4M added.
  • The largest STAAR Surgical seller in Q1 2023 was Millennium Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2023.