We are live on ! Find out more
STAA icon

STAAR Surgical

85 hedge funds and large institutions have $327M invested in STAAR Surgical in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $367K | Put options by funds: $168K

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

20% less funds holding

Funds holding: 10685 (-21)

38% less capital invested

Capital invested by funds: $528M → $327M (-$202M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

80% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 25

Holders
85
Holders Change
-21
Holders Change %
-19.81%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
5
Increased
31
Reduced
28
Closed
25
Calls
$367K
Puts
$168K
Net Calls
+$199K
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$73.2M
PI
2
Putnam Investments
Massachusetts
$61.2M +$6.35M +534,037 +10%
PAI
3
Palo Alto Investors
California
$27.6M
Ameriprise
4
Ameriprise
Minnesota
$20.8M +$1.43M +120,681 +7%
CAM
5
Cortina Asset Management
Wisconsin
$12.2M +$602K +50,644 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.1M +$64.8K +5,447 +0.5%
BIT
7
BlackRock Institutional Trust
California
$10.8M -$68.7K -5,779 -0.6%
BFA
8
BlackRock Fund Advisors
California
$9.75M -$306K -25,760 -3%
TAM
9
Tiverton Asset Management
Delaware
$8.51M +$8.64M +727,174 +999%
GPGA
10
Grandeur Peak Global Advisors
Utah
$7.85M +$1.68M +140,975 +24%
NC
11
Northpointe Capital
Michigan
$7.25M +$1.01M +85,201 +14%
GIM
12
Granahan Investment Management
Massachusetts
$7.1M +$6.81M +572,838 +604%
State Street
13
State Street
Massachusetts
$6.6M +$23.2K +1,948 +0.3%
Federated Hermes
14
Federated Hermes
Pennsylvania
$5.29M
Northern Trust
15
Northern Trust
Illinois
$5.06M +$466K +39,202 +9%
EAM
16
EverPoint Asset Management
Connecticut
$3.84M +$1.92M +161,200 +81%
Allianz Asset Management
17
Allianz Asset Management
Germany
$3.61M -$284K -23,868 -7%
Morgan Stanley
18
Morgan Stanley
New York
$3.59M -$5.62M -472,541 -58%
1CM
19
1492 Capital Management
Wisconsin
$3.22M +$55.9K +4,699 +2%
FLAM
20
First Light Asset Management
Minnesota
$3.03M +$952K +80,113 +39%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.55M -$131K -11,000 -4%
RA
22
Royce & Associates
New York
$2.48M
KI
23
Kalmar Investments
Delaware
$2.4M -$120K -10,100 -4%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$2.37M -$1.29M -108,727 -33%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.04M -$1.03M -86,395 -31%

STAA Hedge Fund Activity: Q3 2014 in Review

85 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q3 2014, worth a combined $327M — down 38% from $528M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of STAA and 5 opened new positions — a net loss of 20 holders — while 28 trimmed existing stakes and 31 added.

The largest buyer was Tiverton Asset Management, adding an estimated $8.64M. The largest seller was Morgan Stanley, cutting an estimated $5.62M.

  • 85 institutional investors held STAAR Surgical (STAA) as of Q3 2014, down from 106 in Q2 2014.
  • Funds reported $327M of STAAR Surgical stock for Q3 2014, down 38% quarter-over-quarter.
  • 5 funds opened new STAAR Surgical positions in Q3 2014 and 25 closed out, a net change of -20 holders.
  • The largest STAAR Surgical buyer in Q3 2014 was Tiverton Asset Management, an estimated $8.64M added.
  • The largest STAAR Surgical seller in Q3 2014 was Morgan Stanley, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2014.