We are live on ! Find out more
STAA icon

STAAR Surgical

245 hedge funds and large institutions have $2.67B invested in STAAR Surgical in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.7% more ownership

Funds ownership: 101.48%105.18% (+3.7%)

2% less funds holding

Funds holding: 251245 (-6)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

14% less capital invested

Capital invested by funds: $3.13B → $2.67B (-$451M)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

47% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $22.2M

Holders
245
Holders Change
-6
Holders Change %
-2.39%
% of All Funds
3.85%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
39
Increased
74
Reduced
92
Closed
44
Calls
$11.7M
Puts
$22.2M
Net Calls
-$10.5M
Net Calls Change
-$8.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$305K -$155K -2,545 -31%
B
177
Bellecapital
Switzerland
$304K -$160K -2,633 -31%
LA
178
Legacy Advisors
Pennsylvania
$297K +$16.3K +268 +5%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$294K
QT
180
Quantamental Technologies
New York
$269K +$54.5K +895 +21%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$259K +$300K +4,924 New
NC
182
NinePointTwo Capital
California
$258K +$299K +4,917 New
CAN
183
Cetera Advisor Networks
California
$255K +$295K +4,844 New
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$250K +$2.92K +48 +1%
FSA
185
Fort Sheridan Advisors
Illinois
$247K +$60.9K +1,000 +27%
TC
186
TownSquare Capital
Utah
$239K +$276K +4,538 New
Marshall Wace
187
Marshall Wace
United Kingdom
$237K +$36.5K +600 +15%
FPFS
188
First Personal Financial Services
North Carolina
$232K +$16.1K +265 +6%
PAMS
189
Pictet Asset Management (Switzerland)
Switzerland
$225K -$8.03M -131,797 -97%
SAM
190
Securian Asset Management
Minnesota
$224K -$6.09K -100 -2%
HT
191
Headlands Technologies
Illinois
$221K +$256K +4,201 New
BWP
192
BSW Wealth Partners
Colorado
$206K
CFB
193
Cullen/Frost Bankers
Texas
$202K
FRM
194
Fox Run Management
Connecticut
$201K +$233K +3,821 New
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$138K +$4.14K +68 +3%
Amundi
196
Amundi
France
$122K
Lazard Asset Management
197
Lazard Asset Management
New York
$121K -$74.7K -1,226 -35%
VanEck Associates
198
VanEck Associates
New York
$116K +$8.71K +143 +7%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$91.5K -$41.7K -685 -28%
TRCT
200
Tower Research Capital (TRC)
New York
$89.1K -$4.87K -80 -5%

STAA Hedge Fund Activity: Q2 2023 in Review

245 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2023, worth a combined $2.67B — down 14% from $3.13B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of STAA and 39 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 74 added.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $83.5M. The largest seller was Yong Rong (HK) Asset Management, exiting entirely with an estimated $44.5M sold.

  • 245 institutional investors held STAAR Surgical (STAA) as of Q2 2023, down from 251 in Q1 2023.
  • Funds reported $2.67B of STAAR Surgical stock for Q2 2023, down 14% quarter-over-quarter.
  • 39 funds opened new STAAR Surgical positions in Q2 2023 and 44 closed out, a net change of -5 holders.
  • The largest STAAR Surgical buyer in Q2 2023 was Jackson Square Partners, an estimated $83.5M added.
  • The largest STAAR Surgical seller in Q2 2023 was Yong Rong (HK) Asset Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q2 2023.