We are live on ! Find out more
STAA icon

STAAR Surgical

82 hedge funds and large institutions have $276M invested in STAAR Surgical in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

4% less funds holding

Funds holding: 8582 (-3)

16% less capital invested

Capital invested by funds: $327M → $276M (-$51M)

84% less call options, than puts

Call options by funds: $19K | Put options by funds: $122K

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
27
Reduced
28
Closed
13
Calls
$19K
Puts
$122K
Net Calls
-$103K
Net Calls Change
-$302K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Broadwood Capital
New York
$67.6M +$5.13M +530,487 +8%
PI
2
Putnam Investments
Massachusetts
$52.5M -$12.8K -1,324 -0%
PAI
3
Palo Alto Investors
California
$24M +$291K +30,069 +1%
Ameriprise
4
Ameriprise
Minnesota
$19.6M +$1.88M +194,071 +10%
CAM
5
Cortina Asset Management
Wisconsin
$9.95M -$557K -57,590 -5%
BFA
6
BlackRock Fund Advisors
California
$9.81M +$1.55M +159,698 +17%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.71M +$240K +24,767 +2%
BIT
8
BlackRock Institutional Trust
California
$9.36M +$76.4K +7,896 +0.8%
TAM
9
Tiverton Asset Management
Delaware
$9.11M +$1.94M +200,000 +25%
GPGA
10
Grandeur Peak Global Advisors
Utah
$7.21M +$515K +53,175 +7%
GIM
11
Granahan Investment Management
Massachusetts
$6.75M +$708K +73,129 +11%
State Street
12
State Street
Massachusetts
$5.4M -$271K -28,018 -5%
Northern Trust
13
Northern Trust
Illinois
$4.16M -$184K -19,012 -4%
Allianz Asset Management
14
Allianz Asset Management
Germany
$3.09M -$6.48K -670 -0.2%
FLAM
15
First Light Asset Management
Minnesota
$2.79M +$210K +21,651 +8%
1CM
16
1492 Capital Management
Wisconsin
$2.55M -$222K -22,960 -8%
Principal Financial Group
17
Principal Financial Group
Iowa
$2.2M +$13.2K +1,361 +0.6%
Federated Hermes
18
Federated Hermes
Pennsylvania
$2.08M -$2.6M -268,600 -54%
MOACM
19
Mutual of America Capital Management
New York
$2.02M +$2.14M +221,560 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.73M -$17.3K -1,789 -0.9%
Morgan Stanley
21
Morgan Stanley
New York
$1.7M -$1.46M -150,876 -45%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.67M +$291K +30,031 +20%
Millennium Management
23
Millennium Management
New York
$1.55M +$772K +79,761 +88%
TCIM
24
TIAA CREF Investment Management
New York
$1.5M +$24K +2,476 +2%
USAA
25
United Services Automobile Association
Texas
$1.34M +$250K +25,851 +21%

STAA Hedge Fund Activity: Q4 2014 in Review

82 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in STAAR Surgical (STAA) for Q4 2014, worth a combined $276M — down 16% from $327M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of STAA and 12 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 27 added.

The largest buyer was Broadwood Capital, adding an estimated $5.13M. The largest seller was Northpointe Capital, cutting an estimated $5.68M.

  • 82 institutional investors held STAAR Surgical (STAA) as of Q4 2014, down from 85 in Q3 2014.
  • Funds reported $276M of STAAR Surgical stock for Q4 2014, down 16% quarter-over-quarter.
  • 12 funds opened new STAAR Surgical positions in Q4 2014 and 13 closed out, a net change of -1 holder.
  • The largest STAAR Surgical buyer in Q4 2014 was Broadwood Capital, an estimated $5.13M added.
  • The largest STAAR Surgical seller in Q4 2014 was Northpointe Capital, an estimated $5.68M sold.

Based on aggregated 13F filings for Q4 2014.