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STAAR Surgical

103 hedge funds and large institutions have $572M invested in STAAR Surgical in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

803% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $2.01M

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

86% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $476M → $572M (+$96.3M)

12% more funds holding

Funds holding: 92103 (+11)

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
23
Increased
41
Reduced
22
Closed
10
Calls
$18.1M
Puts
$2.01M
Net Calls
+$16.1M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$129M
PI
2
Putnam Investments
Massachusetts
$96.5M +$3.31M +205,416 +4%
PAI
3
Palo Alto Investors
California
$48.8M -$10M -620,600 -19%
Ameriprise
4
Ameriprise
Minnesota
$34.5M -$5.24M -325,222 -15%
BIT
5
BlackRock Institutional Trust
California
$19.9M +$1.32M +81,769 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.7M +$830K +51,551 +5%
BFA
7
BlackRock Fund Advisors
California
$19.4M +$409K +25,403 +3%
CAM
8
Cortina Asset Management
Wisconsin
$19M +$2.8M +174,084 +21%
NC
9
Northpointe Capital
Michigan
$14M -$4.98M -309,273 -29%
State Street
10
State Street
Massachusetts
$11.5M +$5.56K +345 +0.1%
Northern Trust
11
Northern Trust
Illinois
$9.88M +$69.2K +4,295 +0.8%
GPGA
12
Grandeur Peak Global Advisors
Utah
$9.48M +$2.16M +134,044 +36%
Morgan Stanley
13
Morgan Stanley
New York
$8.14M +$5.28M +328,050 +312%
Allianz Asset Management
14
Allianz Asset Management
Germany
$7.13M -$15.1K -937 -0.2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$6.73M -$138K -8,546 -2%
1CM
16
1492 Capital Management
Wisconsin
$5.71M -$132K -8,176 -3%
CPIM
17
Columbia Partners Investment Management
Virginia
$5.13M +$4.4M +273,177 New
Federated Hermes
18
Federated Hermes
Pennsylvania
$4.97M +$1.85M +114,967 +77%
GIM
19
Granahan Investment Management
Massachusetts
$4.79M +$767K +47,590 +23%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.74M +$782K +48,527 +24%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.65M +$825K +51,183 +26%
RA
22
Royce & Associates
New York
$4.39M
EIM
23
Essex Investment Management
Massachusetts
$4.18M -$52.5K -3,258 -1%
MHP
24
Manatuck Hill Partners
Connecticut
$4.17M +$3.57M +221,600 New
Goldman Sachs
25
Goldman Sachs
New York
$3.67M +$2.74M +169,896 +672%

STAA Hedge Fund Activity: Q1 2014 in Review

103 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q1 2014, worth a combined $572M — up 20% from $476M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new STAA positions and 10 closed out — a net gain of 13 holders — while 41 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.28M. The largest seller was Palo Alto Investors, cutting an estimated $10M.

  • 103 institutional investors held STAAR Surgical (STAA) as of Q1 2014, up from 92 in Q4 2013.
  • Funds reported $572M of STAAR Surgical stock for Q1 2014, up 20% quarter-over-quarter.
  • 23 funds opened new STAAR Surgical positions in Q1 2014 and 10 closed out, a net change of +13 holders.
  • The largest STAAR Surgical buyer in Q1 2014 was Morgan Stanley, an estimated $5.28M added.
  • The largest STAAR Surgical seller in Q1 2014 was Palo Alto Investors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2014.