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STAAR Surgical

223 hedge funds and large institutions have $2.29B invested in STAAR Surgical in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

32% more call options, than puts

Call options by funds: $12M | Put options by funds: $9.1M

23% more capital invested

Capital invested by funds: $1.86B → $2.29B (+$429M)

20% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 61

13% more funds holding

Funds holding: 198223 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.47% less ownership

Funds ownership: 99.33%97.86% (-1.5%)

Holders
223
Holders Change
+25
Holders Change %
+12.63%
% of All Funds
3.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
57
Increased
73
Reduced
61
Closed
31
Calls
$12M
Puts
$9.1M
Net Calls
+$2.9M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
201
Custom Portfolio Group
Colorado
$3.57K
AF
202
Allworth Financial
California
$3.23K
BTI
203
Blue Trust Inc
Georgia
$3.14K +$3.59K +82 New
RA
204
Rise Advisors
New York
$2.86K
LC
205
Lindbrook Capital
California
$2.76K +$2.54K +58 New
CJ
206
Caitlin John
Michigan
$2.67K
EWA
207
EverSource Wealth Advisors
Alabama
$2.35K +$482 +11 +24%
VCM
208
Versant Capital Management
Arizona
$2.29K
UB
209
UMB Bank
Missouri
$2.29K +$1.23K +28 +140%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$1.52K
S
211
SignatureFD
Georgia
$1.28K
IC
212
Innealta Capital
Texas
$1.28K +$1.18K +27 New
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.19K
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$1.19K
CTC
215
Central Trust Company
Missouri
$905
PA
216
Parallel Advisors
California
$905 +$833 +19 New
RIL
217
Rothschild Investment LLC
Illinois
$714 +$438 +10 +200%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$429
MG
219
Mather Group
Illinois
$383
ECM
220
Everence Capital Management
Indiana
$368
PPWM
221
PFG Private Wealth Management
Florida
$333
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$333 +$307 +7 New
AWM
223
Abound Wealth Management
Tennessee
$286 -$44 -1 -14%
Holocene Advisors
224
Holocene Advisors
New York
-$5.07M -132,349 Closed
IECM
225
Intrinsic Edge Capital Management
Illinois
-$2.68M -70,000 Closed

STAA Hedge Fund Activity: Q2 2024 in Review

223 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q2 2024, worth a combined $2.29B — up 23% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new STAA positions and 31 closed out — a net gain of 26 holders — while 73 added to existing stakes and 61 trimmed.

The largest buyer was Granite Investment Partners, opening a new position worth an estimated $15.9M. The largest seller was Baillie Gifford & Co, cutting an estimated $19M.

  • 223 institutional investors held STAAR Surgical (STAA) as of Q2 2024, up from 198 in Q1 2024.
  • Funds reported $2.29B of STAAR Surgical stock for Q2 2024, up 23% quarter-over-quarter.
  • 57 funds opened new STAAR Surgical positions in Q2 2024 and 31 closed out, a net change of +26 holders.
  • The largest STAAR Surgical buyer in Q2 2024 was Granite Investment Partners, an estimated $15.9M added.
  • The largest STAAR Surgical seller in Q2 2024 was Baillie Gifford & Co, an estimated $19M sold.

Based on aggregated 13F filings for Q2 2024.