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STAAR Surgical

217 hedge funds and large institutions have $2.15B invested in STAAR Surgical in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 96 increasing their positions, 65 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 65

4.95% more ownership

Funds ownership: 105.18%110.13% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

11% less funds holding

Funds holding: 245217 (-28)

20% less capital invested

Capital invested by funds: $2.67B → $2.15B (-$526M)

46% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 56

60% less call options, than puts

Call options by funds: $9.85M | Put options by funds: $24.9M

Holders
217
Holders Change
-28
Holders Change %
-11.43%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
96
Reduced
65
Closed
56
Calls
$9.85M
Puts
$24.9M
Net Calls
-$15.1M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
176
Lazard Asset Management
New York
$35K -$66.9K -1,429 -62%
SPIA
177
Steward Partners Investment Advisory
New York
$34K +$37.5K +800 +1,778%
SSG
178
Summit Securities Group
New York
$29K +$34.2K +730 New
EWM
179
Evermay Wealth Management
Virginia
$24.1K
PI
180
PEAK6 Investments
Illinois
$23.9K -$489K -10,436 -95%
US Bancorp
181
US Bancorp
Minnesota
$22.7K +$19.2K +410 +266%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$20K +$16.8K +359 +248%
S
183
SignatureFD
Georgia
$17.7K +$19.6K +419 +1,905%
AF
184
Allworth Financial
California
$16.2K +$17.5K +373 +1,286%
CTA
185
Colonial Trust Advisors
South Carolina
$16.1K
LC
186
Lindbrook Capital
California
$13.8K +$12K +257 +299%
OA
187
Operose Advisors
Wisconsin
$12.6K +$14.7K +314 New
UBS Group
188
UBS Group
Switzerland
$12.2K -$1.96M -41,758 -99%
VCM
189
Versant Capital Management
Arizona
$11.3K +$13.2K +282 New
Fisher Asset Management
190
Fisher Asset Management
Washington
$10.3K
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$9.12K +$8.15K +174 +328%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$9K -$11.7K -250 -52%
PA
193
Parallel Advisors
California
$7.07K +$2.76K +59 +50%
TPCW
194
TD Private Client Wealth
New York
$5.71K -$140 -3 -2%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$4.34K +$5.06K +108 New
TFA
196
Toth Financial Advisory
Virginia
$4.02K
KFI
197
Key Financial Inc
Pennsylvania
$3.9K
BIA
198
Bell Investment Advisors
California
$2.77K +$2.44K +52 +306%
RA
199
Rise Advisors
New York
$2.41K -$10.1K -216 -78%
FSWA
200
Financial Synergies Wealth Advisors
Texas
$2.33K

STAA Hedge Fund Activity: Q3 2023 in Review

217 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2023, worth a combined $2.15B — down 20% from $2.67B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of STAA and 30 opened new positions — a net loss of 26 holders — while 65 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $79.1M. The largest seller was Man Group, exiting entirely with an estimated $19.2M sold.

  • 217 institutional investors held STAAR Surgical (STAA) as of Q3 2023, down from 245 in Q2 2023.
  • Funds reported $2.15B of STAAR Surgical stock for Q3 2023, down 20% quarter-over-quarter.
  • 30 funds opened new STAAR Surgical positions in Q3 2023 and 56 closed out, a net change of -26 holders.
  • The largest STAAR Surgical buyer in Q3 2023 was BlackRock, an estimated $79.1M added.
  • The largest STAAR Surgical seller in Q3 2023 was Man Group, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2023.