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STAAR Surgical

226 hedge funds and large institutions have $4.46B invested in STAAR Surgical in 2021 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 31

41% more capital invested

Capital invested by funds: $3.15B → $4.46B (+$1.31B)

40% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $44.7M

17% more funds holding

Funds holding: 193226 (+33)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.73% more ownership

Funds ownership: 86.29%91.02% (+4.7%)

10% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 73

Holders
226
Holders Change
+33
Holders Change %
+17.1%
% of All Funds
3.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
66
Increased
66
Reduced
73
Closed
31
Calls
$62.5M
Puts
$44.7M
Net Calls
+$17.7M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
201
Carroll Financial Associates
North Carolina
$47K +$30.6K +306 +219%
PHK
202
Point72 Hong Kong
Hong Kong
$47K +$44.8K +447 New
RE
203
RBC Europe
United Kingdom
$39.5K
Fidelity Investments
204
Fidelity Investments
Massachusetts
$36K -$21.2M -211,926 -100%
QT
205
Quantbot Technologies
New York
$34K +$32.8K +328 New
IA
206
IFP Advisors
Florida
$26K +$24.3K +243 New
GGHC
207
Gilder Gagnon Howe & Co
New York
$24K +$1.8K +18 +8%
WWM
208
Wolff Wiese Magana
California
$22K -$242K -2,420 -92%
HI
209
Hudock Inc
Pennsylvania
$17K
WAP
210
Wealthcare Advisory Partners
Pennsylvania
$16K +$15K +150 New
BCA
211
Berman Capital Advisors
Georgia
$12K +$11.4K +114 New
AIG
212
American International Group
New York
$11.7K +$8.4M +83,901 +315%
TFA
213
Toth Financial Advisory
Virginia
$11K
PA
214
Parallel Advisors
California
$9K +$3K +30 +59%
TWA
215
TCI Wealth Advisors
Arizona
$8K +$7.61K +76 New
S
216
SignatureFD
Georgia
$6K +$3.81K +38 +173%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$5K -$4.11K -41 -42%
PAI
218
Pittenger & Anderson Inc
Nebraska
$4K +$701 +7 +20%
GWM
219
Geneos Wealth Management
Colorado
$4K +$3.2K +32 New
GWS
220
Glassman Wealth Services
Virginia
$3K +$2.9K +29 New
FPS
221
Fieldpoint Private Securities
Connecticut
$2K +$2K +20 New
EI
222
Ellevest Inc
New York
$1K
QCG
223
Quadrant Capital Group
Ohio
$1K +$701 +7 New
HI
224
Harbour Investments
Wisconsin
$1K +$901 +9 New
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$195

STAA Hedge Fund Activity: Q1 2021 in Review

226 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2021, worth a combined $4.46B — up 41% from $3.15B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new STAA positions and 31 closed out — a net gain of 35 holders — while 66 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $203M. The largest seller was Broadwood Capital, cutting an estimated $125M.

  • 226 institutional investors held STAAR Surgical (STAA) as of Q1 2021, up from 193 in Q4 2020.
  • Funds reported $4.46B of STAAR Surgical stock for Q1 2021, up 41% quarter-over-quarter.
  • 66 funds opened new STAAR Surgical positions in Q1 2021 and 31 closed out, a net change of +35 holders.
  • The largest STAAR Surgical buyer in Q1 2021 was BlackRock, an estimated $203M added.
  • The largest STAAR Surgical seller in Q1 2021 was Broadwood Capital, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.