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
APC
201
Aspire Private Capital
North Carolina
$78.9K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$72.7K -$14.7K -242 -15%
SOW
203
State of Wyoming
Wyoming
$52.2K +$12.6K +207 +26%
EWM
204
Evermay Wealth Management
Virginia
$31.5K
GGHC
205
Gilder Gagnon Howe & Co
New York
$30.2K +$35K +574 New
SO
206
STRS Ohio
Ohio
$26K -$761K -12,500 -96%
BFEC
207
Benjamin F. Edwards & Company
Missouri
$25K
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$24.9K -$155K -2,541 -84%
QL
209
Quarry LP
New York
$22.4K +$25.9K +426 New
CTA
210
Colonial Trust Advisors
South Carolina
$21K
Group One Trading
211
Group One Trading
Illinois
$20.4K +$23.6K +388 New
RA
212
Rise Advisors
New York
$14.5K
AssetMark Inc
213
AssetMark Inc
California
$14.4K -$29.6K -486 -64%
Fisher Asset Management
214
Fisher Asset Management
Washington
$13.5K -$3.59K -59 -19%
Bessemer Group
215
Bessemer Group
New Jersey
$12K -$3.43M -56,336 -100%
US Bancorp
216
US Bancorp
Minnesota
$8.1K -$160K -2,634 -94%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$8K -$4.02K -66 -31%
TPCW
218
TD Private Client Wealth
New York
$7.62K
PA
219
Parallel Advisors
California
$6.15K -$1.1K -18 -13%
SIS
220
Strategic Investment Solutions
Illinois
$5.78K
TFA
221
Toth Financial Advisory
Virginia
$5.26K
EWA
222
EverSource Wealth Advisors
Alabama
$5.2K +$4.99K +82 +482%
KFI
223
Key Financial Inc
Pennsylvania
$5.1K
PAI
224
Pittenger & Anderson Inc
Nebraska
$5.05K
LC
225
Lindbrook Capital
California
$4.52K -$8.1K -133 -61%

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.