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STAAR Surgical

198 hedge funds and large institutions have $1.86B invested in STAAR Surgical in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $11.5M

15% more capital invested

Capital invested by funds: $1.62B → $1.86B (+$243M)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

4% less funds holding

Funds holding: 207198 (-9)

6.73% less ownership

Funds ownership: 106.06%99.33% (-6.7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 45

Holders
198
Holders Change
-9
Holders Change %
-4.35%
% of All Funds
2.85%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
64
Reduced
67
Closed
45
Calls
$19.4M
Puts
$11.5M
Net Calls
+$7.95M
Net Calls Change
+$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Farther Finance Advisors
California
$1.99K -$4.81K -148 -74%
VCM
177
Versant Capital Management
Arizona
$1.84K +$1.56K +48 New
BIA
178
Bell Investment Advisors
California
$1.8K
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$1.23K +$1.04K +32 New
QL
180
Quarry LP
New York
$1.07K +$910 +28 New
S
181
SignatureFD
Georgia
$1.03K -$520 -16 -37%
Lazard Asset Management
182
Lazard Asset Management
New York
$1K -$22.4K -690 -96%
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$957
SWS
184
SYSTM Wealth Solutions
Illinois
$957
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$957 +$813 +25 New
UB
186
UMB Bank
Missouri
$766 +$650 +20 New
CTC
187
Central Trust Company
Missouri
$728
A
188
AlphaQuest
New York
$612 -$152K -4,672 -100%
PWMG
189
Private Wealth Management Group
New Jersey
$536 +$455 +14 New
PFBT
190
Parkside Financial Bank & Trust
Missouri
$345 +$293 +9 New
AWM
191
Avior Wealth Management
Nebraska
$344 +$293 +9 New
MG
192
Mather Group
Illinois
$312 +$325 +10 New
ECM
193
Everence Capital Management
Indiana
$307
AWM
194
Abound Wealth Management
Tennessee
$268
GRP
195
Global Retirement Partners
California
$268
PPWM
196
PFG Private Wealth Management
Florida
$268
RIL
197
Rothschild Investment LLC
Illinois
$191 +$163 +5 New
FGAM
198
Financial Gravity Asset Management
Texas
$185 +$163 +5 New
JSP
199
Jackson Square Partners
California
-$52.9M -1,694,992 Closed
AIM
200
Anatole Investment Management
Hong Kong
-$20.8M -665,142 Closed

STAA Hedge Fund Activity: Q1 2024 in Review

198 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2024, worth a combined $1.86B — up 15% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of STAA and 37 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 64 added.

The largest buyer was Bank of America, adding an estimated $15.4M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $52.9M sold.

  • 198 institutional investors held STAAR Surgical (STAA) as of Q1 2024, down from 207 in Q4 2023.
  • Funds reported $1.86B of STAAR Surgical stock for Q1 2024, up 15% quarter-over-quarter.
  • 37 funds opened new STAAR Surgical positions in Q1 2024 and 45 closed out, a net change of -8 holders.
  • The largest STAAR Surgical buyer in Q1 2024 was Bank of America, an estimated $15.4M added.
  • The largest STAAR Surgical seller in Q1 2024 was Jackson Square Partners, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2024.