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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
BFEC
176
Benjamin F. Edwards & Company
Missouri
$15K +$8.98K +250 +110%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$13.9K -$71.9K -2,000 -82%
CTA
178
Colonial Trust Advisors
South Carolina
$12.5K
AF
179
Allworth Financial
California
$11.4K -$1.29K -36 -9%
EWM
180
Evermay Wealth Management
Virginia
$9.36K -$10.8K -300 -50%
GI
181
GAMMA Investing
California
$8.85K +$11.4K +316 New
US Bancorp
182
US Bancorp
Minnesota
$8.3K -$10.7K -298 -53%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$7K -$9.92K -276 -55%
LC
184
Lindbrook Capital
California
$6.55K -$4.78K -133 -39%
FFA
185
Farther Finance Advisors
California
$6.21K +$7.15K +199 New
PS
186
Principal Securities
Iowa
$4.87K +$5.61K +156 New
TPCW
187
TD Private Client Wealth
New York
$4.43K
TFA
188
Toth Financial Advisory
Virginia
$3.12K
FSWA
189
Financial Synergies Wealth Advisors
Texas
$2.82K
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$2.4K -$132K -3,678 -98%
RA
191
Rise Advisors
New York
$1.87K
EWA
192
EverSource Wealth Advisors
Alabama
$1.87K +$1.33K +37 +161%
CJ
193
Caitlin John
Michigan
$1.75K +$2.01K +56 New
BIA
194
Bell Investment Advisors
California
$1.47K -$790 -22 -32%
S
195
SignatureFD
Georgia
$1.34K -$14.3K -398 -90%
SWS
196
SYSTM Wealth Solutions
Illinois
$781 +$898 +25 New
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$780
MRCM
198
M&R Capital Management
New Jersey
$687
CTC
199
Central Trust Company
Missouri
$593
RFG
200
RFP Financial Group
Georgia
$593

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.