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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$468 -$7.62K -212 -93%
AWM
202
Abound Wealth Management
Tennessee
$219 +$251 +7 New
PPWM
203
PFG Private Wealth Management
Florida
$218
GRP
204
Global Retirement Partners
California
$210 -$251 -7 -50%
PA
205
Parallel Advisors
California
$62 -$6.25K -174 -99%
Toronto Dominion Bank
206
Toronto Dominion Bank
Ontario, Canada
$31
ClearBridge Investments
207
ClearBridge Investments
New York
-$21.7M -539,905 Closed
Assenagon Asset Management
208
Assenagon Asset Management
Luxembourg
-$17.5M -434,886 Closed
JFG
209
Jefferies Financial Group
New York
-$5.4M -134,300 Closed
PAMP
210
Polar Asset Management Partners
Ontario, Canada
-$3.27M -81,500 Closed
Two Sigma Advisers
211
Two Sigma Advisers
New York
-$2.61M -65,041 Closed
Two Sigma Investments
212
Two Sigma Investments
New York
-$2.41M -59,943 Closed
SAM
213
Sectoral Asset Management
Quebec, Canada
-$1.89M -47,000 Closed
Federated Hermes
214
Federated Hermes
Pennsylvania
-$879K -21,878 Closed
HF
215
HRT Financial
New York
-$839K -20,891 Closed
AQR Capital Management
216
AQR Capital Management
Connecticut
-$774K -19,259 Closed
XT
217
XTX Topco
Cayman Islands
-$537K -13,371 Closed
American Century Companies
218
American Century Companies
Missouri
-$452K -11,261 Closed
RJA
219
Raymond James & Associates
Florida
-$452K -11,243 Closed
CAN
220
Cetera Advisor Networks
California
-$368K -9,159 Closed
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
-$360K -7,842 Closed
FPFS
222
First Personal Financial Services
North Carolina
-$252K -6,277 Closed
B
223
Bellecapital
Switzerland
-$232K -5,779 Closed
Allspring Global Investments
224
Allspring Global Investments
North Carolina
-$198K -4,923 Closed
LFG
225
Larson Financial Group
Missouri
-$169K -4,196 Closed

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.